Offer status

Overview

Offer Status is the company reference list for the statuses that can be assigned to sales offers. Maintain its names and order in the sales configuration area so the list used for offers matches the way your company describes its work.

Before you start

Prerequisites

• You have access to the configuration area and the Offer Status list.
• Your subscription includes this configuration area. When it does not, the page shows the subscription-upgrade surface instead of the list.
• To add an entry, New must be available. To change an entry, an edit control must be available on the intended row. To remove an entry, a delete control must be available on the intended row.
• Have the status name ready before you open the add form. The form contains one visible field, Name.
• The list layout can determine which columns appear, so work from the column headers you can see on your screen.

The page can keep a status only when its validation group is valid. Deleting is available only when more than one row exists; the page keeps at least one item in the list.

Important: Keep at least one status in the list. The page blocks deletion when it would leave the list empty.

Find the Offer Status list

Use the shared configuration screen to reach this sales reference list. The same screen exposes sibling lists, so check the page title and selected list name before you change a value.

Prerequisites

• You can open the configuration area.

Steps

1. Open General settings from the configuration menu.
2. Select Offer Status from the sales reference-list choices.
3. Check that the page title says Offer Status.
4. Check that the list contains the Name column.
5. Check the selected sibling list before changing an entry.

The list can show No data when no rows are available.

If navigation returns you to the sign-in surface, use this alternative:

Steps

1. Complete the sign-in recovery and reopen the list:

   Action	Control
   Enter your address	Email
   Enter your password	Password
   Sign in	Login
   Open the configuration list	General settings
   Select the list	Offer Status

Result: The Offer Status list opens after sign-in.

Result: You are on the Offer Status list and can distinguish it from the neighbouring sales reference lists.

Understand the list and form

The list holds the company’s status names, and its add/edit form contains the one visible value you maintain: Name.

The visible column set depends on the list setup available to your company. Use the headers you see rather than looking for hidden identifiers. The form includes no other visible Offer Status field.

Maintain Offer Status entries

Add a value when the list needs a new status, edit its name when the wording changes, or delete it when it is no longer needed.

Prerequisites

• You are on the Offer Status list.
• For an add, New is available.
• For an edit, an edit control is available on the intended row.
• For a delete, a delete control is available on the intended row and the list contains more than one row.

Steps

1. Choose one action:

   If you need to…	Select
   add a status	New
   edit a status	the edit control in the intended row
   start removing a status	the delete control in the intended row

2. For an add or edit, enter the status name in Name.

3. For an add or edit, select OK in the form header.

4. When Are you sure you want to delete this item? appears, choose one action:

   If you need to…	Select
   keep the row	Cancel
   remove the row	Delete

The add dialog is titled New Offer Status and displays Name. Its submit control is OK.

The form checks the configured required rule before sending a save request. Correct any message shown for the field before trying again.

After a successful add, the page shows Data saved Successfully. After a successful edit, it shows Data updated Successfully. After a successful deletion, it shows Data Deleted Successfully.

Result: The selected add, edit, or delete action is complete when its corresponding result message appears and the list returns to its updated state.

Use list tools and handle access variations

The shared configuration screen changes its available actions according to access, subscription, rows, and the list setup. Check the control that is actually available before choosing an action.

The export modal is titled Exporting List: and provides Export and the choices Export to Excel and Export to PDF. When several rows are listed, select the edit control in the row you intend to change.

Prerequisites

• You are on the Offer Status list or its sign-in surface.

Steps

1. Select Export when you need a file of the list.
2. Choose the required export option in Exporting List:.
3. If the sign-in surface appears, complete the sign-in recovery in Find the Offer Status list.
4. Open General settings.
5. Select Offer Status.

Result: You use only the actions available for your access and current list, and you know which screen state to correct before selecting an edit or delete control again.

When an Offer Status operation goes wrong

Use the exact message to choose the next action.

The add form can also show Name is required when its configured required rule is active. The page does not send the save request while the validation group is invalid.

Continue with related configuration

The shared configuration host groups Offer Status with other sales reference lists. After you finish here, choose the list that matches the next reference value you need to maintain.

Prerequisites

• You have finished the Offer Status change or decided which related list you need.

Steps

1. Select the related list in the table below.

Result: You are ready to continue with the related sales reference list that matches your next configuration task.