Use Quotations & Sales Orders: navigation and daily work
Open Sales & Marketing using the left app rail, then select Quotations & Sales Orders in its module menu. The module dashboard gathers the available records, reports and setup links.
Before you start
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
Find this module in the ERP
Sales & Marketing → Quotations & Sales Orders
Step-by-step instructions
Open the module
Open Sales & Marketing using the left app rail, then select Quotations & Sales Orders in its module menu. The module dashboard gathers the available records, reports and setup links.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Quotations%20%26%20Sales%20OrdersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Choose the work area for your task. This staging dashboard provides Quotation, Sales Order, Sales Partner, Installation Note, Party Specific Item, Point Of Sale, Product Bundle, Quotation Lost Reason. Use an existing record for a change; use Add/New only when a new record is needed and your role permits it.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Quotations%20%26%20Sales%20OrdersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Before saving or taking a workflow action, verify the relevant party, company, dates, source links and permissions. Use the field reference linked below for the selected record type. This navigation tutorial does not submit a business transaction.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Quotations%20%26%20Sales%20OrdersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
For review, open Available Stock for Packing Items, Customers Without Any Sales Transactions, Inactive Customers, Item-wise Sales History, Lead Conversion Time, Lost Quotations. Check the report filters, company and date range before interpreting the results. A record count on the dashboard is not a financial total.
{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Quotations%20%26%20Sales%20OrdersRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Choose the relevant work area
- Quotation
- Sales Order
- Sales Partner
- Installation Note
- Party Specific Item
- Point Of Sale
- Product Bundle
- Quotation Lost Reason
- Sales Funnel
- Sales Person
- CRM
- Selling
- CRM Settings
- SMS Center
- Sales Partner Type
- Selling Settings
- Available Stock for Packing Items
- Customers Without Any Sales Transactions
- Inactive Customers
- Item-wise Sales History
- Lead Conversion Time
- Lost Quotations
- Payment Terms Status for Sales Order
- Pending SO Items For Purchase Request
- Quotation Trends
- Sales Analytics
- Sales Order Analysis
- Sales Order Trends
- Sales Partner Commission Summary
- Sales Partner Target Variance based on Item Group
- Sales Partner Transaction Summary
- Sales Person Commission Summary
- Sales Person Target Variance Based On Item Group
- Sales Person-wise Transaction Summary
- Territory Target Variance Based On Item Group
Check the result
Check the selected record, company, source relationships, field values and available actions. A successful save, approval, submission, external notification and payment are separate events. The module screenshot is a navigation reference; it is not evidence that the business transaction described in this article was executed.
Troubleshooting
Use the installed work areas and the linked task tutorials below. Available actions and records depend on your role; external services may require their own permitted sign-in.