# Sales job record

## Sales job record overview

A sales job record brings the commercial work for one opportunity together as it moves from early
opportunity work through proposal, order, and completion.
Use this page to recognize the record's work areas and choose the focused page for the work you
need to complete.

The saved record also has a workflow chevron bar, shared job information, stage panels, an item
area, assessment fields, and companion tabs. A new record shows `New` in the job-number breadcrumb;
after saving, the breadcrumb shows the job number.

> **Note:** A collapsed stage panel shows a summary bar with the client, vendor, stage, primary
> action, and three-dot menu. Select the summary bar to expand it.

```mermaid
stateDiagram-v2
    [*] --> Potentials
    Potentials --> Inquiries: Inquiry
    Inquiries --> Offers: Offer
    Offers --> Orders: Convert To Order
    Orders --> Completion: Complete the order
```

| If you need to… | Go to |
|---|---|
| Find a saved job | [Find sales job work](find-sales-job-work.md) |
| Create a new job | [Create a sales job](create-sales-job.md) |
| Understand the record's lifecycle | [Sales job lifecycle](sales-jobs-lifecycle.md) |
| Read this record's work areas | [Read the lifecycle work area](#read-the-lifecycle-work-area) |
| Review shared information and assessment | [Review shared information and assessment](#review-shared-information-and-assessment) |
| Work with item rows | [Read the item area](#read-the-item-area) and [Sales job items](sales-job-items.md) |
| Manage comments and tasks | [Sales job comments and tasks](sales-job-comments-and-tasks.md) |
| Record activities or manage files | [Sales job activities and files](sales-job-activities-and-files.md) |
| Manage contacts, guarantees, or history | [Sales job contacts, guarantees, and history](sales-job-contacts-guarantees-and-history.md) |

## Before you open the record

Before you open a sales job record, know whether you are opening saved work from a list or
starting a new record. Existing-record actions are subject to the current stage, edit access,
subscription access, page availability, and unsaved-record checks.

Prerequisites

- You are signed in to PAMS.
- For an existing record, you know which sales-job list contains the work.
- For a new record, you know which work type you are starting.
- You have the access needed for the action you intend to take.
- You know whether the record is saved; stage actions on an unsaved record are not the same as
  actions on an existing record.

Steps

1. Open **Sales**.
2. Select **Inquiries**.
3. Select **Add new**.
4. Select **Inquiry**.

   Selecting **Add new** opens the new-record flow. Selecting **Inquiry** opens the new inquiry
   record.

| Starting situation | Follow |
|---|---|
| Open saved inquiry work | Steps 1–2 |
| Start a new general sales job | Steps 1–4 |
| Start a new Potential | [Create a sales job](create-sales-job.md), Potential variant |
| Start a new direct order | [Create a sales job](create-sales-job.md), direct-order variant |
| Start a new instant job | [Create a sales job](create-sales-job.md), instant-job variant |

If the record is unavailable, a subscription condition, page condition, current stage, edit
permission, or unsaved-record condition controls which work area and actions appear.

**Result:** You know whether to open a saved record or start a new one, and which conditions can
change the work available on the record.

## Find and open a sales job record

The sales-job list is where you choose the work stage before opening a record. The list displays
the columns **Inquiry date**, **Inquiry type**, and **Inquiry stage**.

Prerequisites

- You are signed in.
- You know whether you are looking for **Potentials**, **Inquiries**, **Offers**, **Orders**, or
  archived work.

Steps

1. Open **Sales**.

   ![The Sales Inquiries list with its stage tabs and three visible columns.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/96026c87bdca3fcc48d361cf43de599b.png)

2. Select **Inquiries**.

3. Select the list tab that matches the work you need to review.

   | If you need to… | Select |
   |---|---|
   | Review every listed job | **All** |
   | Review early opportunities | **Potentials** |
   | Review inquiries | **Inquiries** |
   | Review offers | **Offers** |
   | Review orders | **Orders** |
   | Review archived work | **Archived** |
   | Review jobs missing a customer survey | **Job Missing Customer Survey** |

4. Read **Inquiry date**, **Inquiry type**, and **Inquiry stage** for the row you want.

5. Select the row to open its sales job record.

6. Confirm that the saved record opens with its workspace and companion tabs.

**Result:** The selected sales job record is open, and the record's lifecycle tabs are available
for inspection.

The columns in the list depend on the saved list layout. Work from the headers visible in your
list rather than expecting every account to display the same columns.

## Read the lifecycle work area

The lifecycle work area is the part of the record that lets you inspect the commercial stage and
the stage-specific record panel. Selecting a lifecycle tab changes the displayed panel; it does
not, by itself, change the job's stage.

Steps

1. Select the lifecycle panel that matches the work you need to inspect.

   | If you need to inspect… | Select |
   |---|---|
   | Inquiry work | **Inquiry** |
   | Offer work | **Offer** |
   | Order work | **Order** |
    | Order-completion work | the order-completion area |

    ![The record with the Inquiry lifecycle panel selected.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/baf844c87ef67a91bb7f2f9d75ff5120.png)

    ![The saved record as it opens, with its summary panels and workspace controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e5869e5582b7217f252dec521d5cca03.png)

2. Read the stage readout shown with the record, such as `Offer/Expired`.

3. Read the workflow chevron bar to orient yourself in the record's current stage.

4. Save a record change owned by the focused page.

   | If you need to… | Select |
   |---|---|
   | Save the change and continue working | **Save** |
    | Save the change and close the record | **Save and Close** |

   The header **Save** remains disabled until job-level changes exist. A panel-level **Save**
   appears for edits inside the open stage panel. Successful panel saves can show `Inquiry updated
   successfully` or `Offer updated successfully`.

**Result:** The selected lifecycle panel is displayed, and the record remains in the same stage
until a stage action is completed on its owning page.

The record also exposes **Extend Offer Validity** and a command menu. The command menu can show
**Order**, **Revision**, **Alternative Offer**, **Enable Editing**, **Print**, **Cover letter
template**, **Commercial offer template**, **Technical offer template**, **Inquiry Cancelled By
Client**, and **Lost**. Use [Offers](offers.md), [Orders](orders.md), and [Order completion](from-orders-to-delivered.md)
for the procedures behind those stage actions.

### When a lifecycle action stops

The record's action area can return these messages. Read the exact message, then continue on the
focused page for the stage or work area that raised it.

| Message | Continue with |
|---|---|
| `Custom fields saved successfully` | [Sales job information and assessment](sales-job-information-and-assessment.md) |
| `Job updated successfully` | [Sales job information and assessment](sales-job-information-and-assessment.md) |
| `Job deleted successfully` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Job regretted successfully` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Job cancelled successfully` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Job missed successfully` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Job reactivated successfully` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Converted to offer successfully` | [Offers](offers.md) |
| `Converted to inquiry successfully` | [Inquiries](inquiries.md) |
| `Converted To Regretted` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Converted to cancelled` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `Converted to lost` | [Missed, regretted and cancelled jobs](missed-regretted-and-cancelled-jobs.md) |
| `An error occurred while processing your request` | [General error messages](general-error-messages.md) |
| `Error saving custom fields` | [Sales job information and assessment](sales-job-information-and-assessment.md) |
| `Cannot be un-delivered — a due invoice already exists` | [Order completion](from-orders-to-delivered.md) |
| `All offers must be in draft status to revert to inquiry` | [Inquiries](inquiries.md) |
| `Error {{errorMsg}}` | [General error messages](general-error-messages.md) |
| `An account with this name already exists` | [Accounts](accounts.md) |
| `A project with this name already exists` | [Projects](projects.md) |
| `Check mandatory field(s)` | [Sales job information and assessment](sales-job-information-and-assessment.md) |
| `Please save opened inquiry first` | [Inquiries](inquiries.md) |
| `All inquiries must be in draft stage to revert to potential` | [Potentials](potentials.md) |
| `One or more items has ZERO quantity` | [Sales job items](sales-job-items.md) |
| `One or more items has no unit` | [Sales job items](sales-job-items.md) |
| `Please enter action for each milstone ` | [Offers](offers.md) |
| `Please save opened cost sheet first` | [Offers](offers.md) |
| `There is a maximum discount that exceeds the negotiation margin.` | [Offers](offers.md) |
| `Please Solve the Following Issues :` | [Sales job information and assessment](sales-job-information-and-assessment.md) |

If a save fails, the validation summary can show `Please Solve the Following Issues :` followed
by field-specific lines. Item validation remains with [Sales job items](sales-job-items.md).

If you submit an offer with a zero price, the confirmation asks:
`Offer price zero | Your Offer Price Is Zero! | Are you sure you want to deliver free of charge?`
Choose **No** to close the confirmation or **Yes** to continue the selected action.

### Out of scope messages

The following item-level messages belong to [Sales job items](sales-job-items.md), not to the
record map:

| Message | Continue with |
|---|---|
| `Invalid input. The value must be greater than 0 and cannot exceed 999,999.00` | [Sales job items](sales-job-items.md) |
| `Invalid input. Please enter a non-negative value` | [Sales job items](sales-job-items.md) |

## Review shared information and assessment

Shared information identifies the job and its parties; assessment records how the opportunity is
currently judged. Review these areas before moving to item or stage-specific work.

Steps

1. Read the fields in the shared-information area.

   | Field | Area |
   |---|---|
   | **Branch** | Shared information |
   | **Salesperson Responsible** | Shared information |
   | **Product Type** | Shared information |
   | **Job Title** | Shared information |
   | **End User** | Shared information |
   | **Estimated Value** | Shared information |
   | **File Number** | Shared information |
   | **Expected Order Date** | Shared information |

2. Read **Contact to Decision Makers**, **Budget Availability**, **Chance in Competition**, and
   **Order chance** in the assessment area.

3. On an existing record, read the end-user account value, the **Reset** link beside the salesperson
   value, and **Time Frame** when those values appear.

   After saving, **Salesperson Responsible** is shown as text with a **Reset** link.

4. On a new record, select **Salesperson Responsible**, **Product Type**, **Job Title**, **Client**,
   **Vendor**, and **Bid Due Date** when the required marker appears beside the field.

5. Use [Sales job information and assessment](sales-job-information-and-assessment.md) for
   field-level entry, conditional requirements, and validation handling.

**Result:** You can distinguish shared information from assessment and know which visible fields
need attention before detailed work continues.

On the inquiry surface, **Inquiry Date** fills with today, **Expected Order Date** is calculated
from **Time Frame**, and **Time Frame** displays as a calculated period. The end-user field defaults
to the chosen **Client**, and **Requested Offer Type** defaults to `Firm`. The offer panel can show a
computed expiry date for **Validity Period** and an **Equivalent Booking** aggregate.

The assessment cluster combines **Contact to Decision Makers**, **Budget Availability**, and
**Chance in Competition** with the calculated rating and **Order chance**.

The new-record surface also shows **Client Inquiry Number**, **Inquiry Date**, and **Requested Offer
Type**. The existing record can show **Client**, **Vendor**, **Bid Due Date**, **Expiry Date**, and
**Offer Price**. The exact visible field set depends on the record route and the available setup.

## Read the item area

The item area lists the products or services that make up the sales job. Each row is identified by
its description, unit, and quantity; pricing and delivery details belong to the focused item page.

Steps

 1. Read the item description, unit, and quantity in the new-record item grid.

   ![The new inquiry with the item grid below the inquiry fields.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5ce84428101bdf92bb4336509d3ad240.png)

 2. In an existing record, read the item description and unit, plus **Qty**, **Unit Price**,
    Discount (%), **Item Price**, and **Currency** when those columns appear.

3. If the quantity is rejected, match the message exactly:
   `Invalid input. The value must be greater than 0 and cannot exceed 999,999.00`.

4. If a non-negative value is rejected, match the message exactly:
   `Invalid input. Please enter a non-negative value`.

5. Open [Sales job items](sales-job-items.md) for item entry, pricing, quantity, unit, invoice,
   and delivery rules.

**Result:** You can recognize the item grid and route item-level work to its focused page.

On a new item row, **Unit** defaults to `Pieces` and **Qty** defaults to `1.00`.

## Hand off companion work

Companion work is the information maintained around the sales job after the main commercial
record is identified. Use the tab that answers the question you are working on, then continue on
the focused page rather than repeating its detailed controls here.

Steps

1. Open the companion-tab area on the sales job record.

2. Choose the work area that matches your next action.

   | If you need to… | Open |
   |---|---|
   | Review written discussion | [Sales job comments and tasks](sales-job-comments-and-tasks.md) |
   | Manage follow-up tasks | [Sales job comments and tasks](sales-job-comments-and-tasks.md) |
   | Record a visit, meeting, or call | [Sales job activities and files](sales-job-activities-and-files.md) |
   | Manage supporting files | [Sales job activities and files](sales-job-activities-and-files.md) |
   | Review contacts, guarantees, or history | [Sales job contacts, guarantees, and history](sales-job-contacts-guarantees-and-history.md) |
   | Track principal invoices | [Principal invoices](principal-invoices.md) |
   | Review sales or commission invoices | [Invoice lifecycle](invoice-lifecycle.md) |
   | Record a payment | [Record payment](record-payment.md) |
   | Review pricing quotations | [Pricing quotation overview](pricing-quotation-overview.md) |
   | Review job costing | [Job profitability overview](job-profitability-overview.md) |
    | Review order completion | [Order completion](from-orders-to-delivered.md) and [Warehouse fulfillment flow](warehouse-fulfillment-flow.md) |
   | Review reference data | [Reference list data](reference-list-data.md) |

3. Select the available companion tab for discussion, tasks, activities, attachments, contacts,
   guarantees, or history.

 4. Select the available area for principal invoices, pricing quotations, job costing, order
    completion, or reference data.

 5. If the discussion or task area is not available, continue with the work area that is visible and
   use [Sales job comments and tasks](sales-job-comments-and-tasks.md) when the feature is available.

**Result:** You know which companion work area to open and which focused page owns the next task.

The discussion area includes a rich-text editor, **Post**, and comment search. The available
companion tabs depend on the saved record, subscription, and current setup.

The record's shared child components can raise messages owned by their focused pages. Those
messages stay with the relevant page so that the response matches the action that produced them.