Budgets
What is a budget?
It is the record of the requests of your clients in order to know the total price of one or several articles, allowing prices to be frozen for a certain time. It has a life cycle, which will pass to the receipt by states that reflect a situation particular.
Required fields
- Contact: Indicates to which client the budget is directed. By default, a generic customer ("Final Consumer") will be loaded.
- Creation date: It is automatically indicated with the current date. It requires special permissions to change this value.
- Estimated delivery date: If an estimated delivery is not indicated, the current date will be assigned.
- Items: Products required by the client to include in the budget.
- It is necessary that the indicated price is valid.
- Updating the price requires special permissions.
- Selecting a different price list requires special permissions.
- The entry of discounts both in fixed amount and percentage requires special permissions.
Discount and Shipping Cost: The contact may or may not have these values previously assigned. In either case, special permissions are required to alter these values.
Observations: This free text field allows you to enter any comments, agreements, or extra budget requirements. For example schedule or delivery conditions, etc.
Order status
DRAFT COPY: Allows you to edit the budget.
CONFIRMED: The budget can no longer be edited.
ACCEPTED: The budget was accepted by the client, and as a result, an order associated with the corresponding items, quantities, and prices will be created, in DRAFT COPY status to be edited if necessary.
DECLINE: This action allows the budget to be returned to DRAFT COPY status at any stage of the process.
⚠️ The states ACCEPTED – CANCELED do not allow rejections.
CANCELLED: Allows you to end the flow.
Additional Information
Related Products: When accessing this search on an item, the system retrieves products that have the same tags configured.
Add Item: Through this button or key «+» we can add a new item to the voucher.
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