The standard report 'Open Quotes Overview' shows all open sales quotes per sales quote status. Open sales quotes are quotes that are not historical, not orders, and not closed.

This article contains the commonly used API calls for Quotes.

This dashboard consists of four tabs for quotes, orders, packing slips, and invoices. Each tab distinguishes between a table for general (header) data and a table for line item data. By setting filters on the tables, you can gain insight into the data entered in MKG.

Arkoni introduces a unique connection that directly connects MKG's powerful ERP functionalities with Quotation Factory's innovative quotation generation software. This integration, powered by our advanced low-code platform, allows users to work more efficiently and accurately by seamlessly synchronizing data between both systems. With this connection, MKG users can automatically generate quotes based on real-time business data, leading to significant time savings and increased data integrity.

The standard dashboard 'Customer Analysis All Fiscal Years' is opened per customer and provides insight into various key figures of the customer, such as the number of quotes and orders, delivery reliability, the number of payments and outstanding items, and the result.

The standard dashboard 'Project Summary' displays the quotes, orders, and pricing agreements linked per module to the selected project. This provides a comprehensive overview of a project, where all relevant information is centrally accessible.

In various modules, process notifications may appear. In this article, we address the process notification “Synchronizing data with the rules is desired.” This notification occurs in the modules Sales Quotes, Sales Orders, and Purchase Orders.

Within the purchasing and sales process, additional costs can be used. Think of transportation costs or certification costs. In this article, you will learn how to configure additional costs and what to consider when adding additional costs to purchase and sales invoices.

The standard dashboard 'Debtor Analysis Current Fiscal Year' is opened per debtor and provides insight into various key figures of the debtor, such as the number of quotes and orders, delivery reliability, number of payments and outstanding items, and the result.

Your relation does not have to be a debtor in MKG to create a sales quote. You can go directly to the Sales Quotations module, but you can also create a quotation from within the relation itself. In this article you can read how to create a sales quotation from within the relation in MKG.

Once you have filled in all the information for the sales quotation and determined a quotation price, whether supported by a calculation or not, you can submit the quotation to your client. The action 'Submit' is a process step. In this article, you will learn how to submit a sales quotation.

If you receive a price request, you can start creating a quote. The relationship does not need to be a debtor in MKG for this. In this article, you will read how to create a sales quote for a relationship by filling in the data in the header.

If you receive a positive response to a submitted quotation, you will need to create a sales order in MKG. By converting the sales quotation into an order, you transfer the data from the quotation. In this guide, we will show you how to create a sales order from a quotation.