Âncora OVERVIEW OVERVIEW
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The Sales Management Portal is available from release 12.1.33 onwards. |
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See below a practical example of how to use the option My Sales → My Quotations, in which a quotation is added through option New Quotation.
Âncora NEW_QUOTATION NEW_QUOTATION
My Sales → My Quotations → New Quotation.
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Âncora CONFIRMATION CONFIRMATION
When you finish adding the quotation, the Protheus server sends a notification to the sales representative on whether the quotation was processed successfully or with error. By clicking the notification, the sales representative may be directed to the quotation added, or to view all their notifications.
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If an error occurs when adding the quotation, the error message is shown in the notification.
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The page My Quotations lets you to filter records two ways, as follows:
Âncora QUICK QUICK
The simplified quotation search enables quick quotation searches through the quotation code, entity code (customer or prospect) or date of issue.
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The advanced search is recommended when you want to search for a specific quotation, which you can search by joining the following information: Code of Customer or Prospect, Name of Customer or Prospect, Code of Quotation, Date of Addition, Status of Quotation and Product.
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You can use the page My Quotations to select the viewing type by List (Desktop Default) or by Cards (Mobile Default).
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Select this viewing type to view by List. The quotations are displayed in Table format.
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Select this viewing type to view by Card. The quotations are displayed in Cards format.
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The Card viewing format is recommended for small monitors or smartphones, because these devices lack sufficient screen area to display the information, making it difficult to read the data in the List format. |
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My Sales → My Quotations → View Details
The sales representative can use the option View Details to view a summary of the quotation. Moreover, they can access options Edit, Delete and/or Generate PDF.
Âncora EDIT EDIT
When a quotation edit is sent to the Protheus server and finished, the sales representative receives a success or error notification, as occurs when adding.
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When a quotation deletion is sent to the Protheus server and finished, the sales representative receives a success or error notification, as occurs when adding or editing.
You cannot delete a quotation with status Posted, Canceled, Not Synced or having an associated Business Proposal.
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Âncora GENERATE_PDF GENERATE_PDF
My Sales → My Quotations → View Details → Generate PDF
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To make the Sales Management Portal compliant with the General Data Protection Law, we had to change how this routine presents its data, in order to process sensitive and/or personal data through Access Control and Audit Log.
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