Histórico da Página

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CONTENTS

1. Overview
2. Example of Use
   1. New Quotation
   2. Confirmation of Addition
3. Filters
   1. Quick Query
   2. Advanced Filter
4. Viewing Types
   1. List
   2. Card
5. View Details
   1. Edit Quotation  
   2. Delete Quotation  
   3. Generate PDF
6. Tables
7. Data Protection

01. OVERVIEW

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02. EXAMPLE OF USE

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.

a. New Quotation

My Sales → My Quotations → New Quotation.

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b. Confirmation of Addition

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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FILTROS FILTROS

03. FILTERS

The page My Quotations lets you to filter records two ways, as follows:

 a. QUICK QUERY

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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VIEWING VIEWING

04. VIEWING TYPES

You can use the page My Quotations to select the viewing type by List (Desktop Default) or by Cards (Mobile Default).

a. LIST

Select this viewing type to view by List. The quotations are displayed in Table format.

b. CARD

Select this viewing type to view by Card. The quotations are displayed in Cards format.

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VIEW_DETAILS VIEW_DETAILS

05. VIEW DETAILS

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.

a. EDIT QUOTATION

My Sales → My Quotations → View Details → Edit Quotation

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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c. GERAR PDF

My Sales → My Quotations → View Details → Generate PDF

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TABLES TABLES

06. TABLES

• A1S - Sales Representative Notifications
• DA0 - Price List
• DA1 - Price List Items
• SA1 - Customers
• SB1 - Generic Product Description
• SB2 - Physical and Financial Balances
• SCJ - Quotation
• SCK - Quotation Items
• SE4 - Payment Terms
• SUS - Prospects

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DATA_PROTECTION DATA_PROTECTION

07. DATA PROTECTION

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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