In a quote or order line, a specification allows you to specify an additional action for final production. Specifications can be charged to a customer independently of the number of final products and both separately or together with the final products.

The standard report 'Quote Score per Period' shows the quote score per relation. The report compares how many quotes in a specific period have been converted into orders and how many have been rejected. It provides insights per relation into the number of quotes, reasons for rejection, and total amounts. The results are presented in a pivot table with both absolute numbers and percentages, optionally broken down by status (such as 'Order' or 'Rejected'). This report offers insight into the success of quotes within a specified period and per customer.

This article contains the commonly used API calls for Quotes.

Sometimes it is useful to recalculate the price for a line in the sales quote, or to calculate the price for the sales order. Or to use the pre-calculation in a production order for determining the price of a sales order line. We explain how this works in this article.

There are various situations where a quote cannot be re-offered. Below we go through several scenarios and what you can do in these cases.

Once a sales quotation line is created, it goes through various actions. Each line can proceed at its own pace. For example, different quotation lines from one quote do not all need to be processed into a sales order simultaneously.

Sales quotes and orders consist of a header and one or more lines. The header records the general information applicable to all lines of the quote/order. The lines contain the details of the sales products. This guide explains how to create these lines. The process is almost the same for sales orders and quotes, making the guide useful for both modules.

In this overview, you will find the button icons and fields of the sales quotation lines with a brief explanation. When you hover over a button in the MKG software, the name of the button will also appear there.

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.

The homepage dashboard 'Quote Value' displays the administrative quote value based on sales quotes within a specific time frame.

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.

Do you create products that you think you will sell more than once? Make it an item. In MKG, this can be done very easily from an existing sales quote or sales order. It saves a lot of input work when creating the next one, especially if you have an associated calculation that you can use as a bill of materials.

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.

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.

In MKG, you can determine the quote price at your discretion, even if the quote lines are supported by a calculation. The 'Pricing' tab offers several possibilities for this. This article explains how to adjust the gross price of a quote line.

'In calculatie nemen' is een actie die je uitvoert in de verkoopofferteregel. Door deze actie uit te voeren maak je een calculatie aan, waarbij de gegevens worden meegenomen vanuit de offerteregel. De status van de offerteregel verandert door deze actie standaard van 'Aangemaakt' in 'In calculatie'. De actie voer je uit in de aangemaakte offerteregel zelf of via de Actielijst Verkoopoffertes.

'Aanbieden' is een actie die je uitvoert in de verkoopofferteregel. Door deze actie uit te voeren genereer je het standaard rapport 'Verkoopofferte (8400)'. De status van de offerteregel verandert door deze actie standaard van 'Aangemaakt' of 'Calculatie gereed' in 'Aangeboden'. De actie voer je uit in de offerteregel zelf of via de Actielijst Verkoopoffertes.

Within the Relationships module, you manage all your relationships along with associated addresses and contacts. When creating a relationship, we do not yet refer to a customer or supplier, as a relationship can be both. The basic data of such a relationship only needs to be recorded once.

A calculation is filled with materials and operations to obtain a well-founded quotation price. This article explains how to add material to your calculation. You can use VRM, the accelerated calculation method.