# Sales job variants

## Overview

A sales job starting route is the entry point you choose for the kind of sales work you are
recording. **Potentials** starts early opportunity work, **Direct order** starts order work without
the earlier route, and **Standing job** starts the standing-job route when that choice is available.
All three routes open the same sales-job workspace; the route sets which starting mode the workspace
uses.

| If you need to… | Go to |
|---|---|
| Start early opportunity work | [Potentials](#find-and-choose-a-starting-route) |
| Start an order directly | [Direct order](#find-and-choose-a-starting-route) |
| Start standing-job work | [Standing job](#handle-route-availability-branches) |
| Enter the new sales-job information | [Create a sales job](doc:create-sales-job) |
| Review shared sales-job fields and assessment | [Sales job information and assessment](doc:sales-job-information-and-assessment) |
| Work with the saved sales-job record | [Sales job record](doc:sales-job-record) |

## Before you start

**Prerequisites**

| Have or know | Why it matters |
|---|---|
| Permission to open Sales jobs | You must be signed in to open the Sales jobs choices. |
| The sales-job information you intend to record | The first screen includes required fields such as **Salesperson Responsible**, **Product Type**, and **Job Title**. |
| Your company’s field and list configuration | Required markers and available fields can depend on company configuration. |
| The layout used for your item and related lists | Some columns are taken from saved list layouts. |
| The route you intend to use | The route selects the starting mode before the workspace opens. |

The form validates before saving and protects the page when you leave it. A field marked
configuration-dependent is required only where your company configures it. The page can also include
company-added fields and saved-layout columns, so use the labels and headers that appear for you.

The workspace remains unchanged until you choose a control that changes a record. Do not select
**Save** or **Save and Close** until the information is complete.

## Find and choose a starting route

A starting route is a choice in the Sales jobs creation menu. Select the route that matches the
work you are beginning.

**Prerequisites**

- You can open the Sales jobs creation choices.
- You know whether you are starting Potential work, direct order work, or standing-job work.

**Steps**

1. Select **Add new** beside the Sales jobs creation choices.
2. Choose one route from the table.

   | If you need to… | Select |
   |---|---|
   | Start early opportunity work | **Potentials** |
   | Start an order directly | **Direct order** |
   | Start standing-job work when the choice is present | **Standing job** |

3. Check that the selected workspace opens with the starting mode you chose.

   | Choice | Visible starting mode |
   |---|---|
   | **Potentials** | Potential workspace |
   | **Direct order** | Direct-order workspace |
   | **Standing job** | Standing-job workspace |

**Result:** The selected starting route opens the sales-job workspace, or **Standing job** remains
unavailable in the creation choices.

![The Potential workspace with its route-specific controls and item headers](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/83d5ec54a1314ab8fa992a191d88c91d.png)

The creation choices showed **Potentials** and **Direct order**.

## Recognize the Potential workspace

The Potential surface is the starting workspace for early opportunity work. On the loaded Potential
route, the visible form fields and controls were:

| Field or control | Type | Required marker on this surface |
|---|---|---|
| **Branch** | Text field | No |
| **Salesperson Responsible** | Selection field | Yes |
| **Product Type** | Selection field | Yes |
| **Job Title** | Text field | Yes |
| **End User** | Selection field | No |
| **Estimated Value** | Number field | No |
| **File Number** | Text field | Yes |
| **Client** | Selection field | Yes |
| **Vendor** | Selection field | Yes |
| **Contact to Decision Makers** | Selection field | No |
| **Budget Availability** | Selection field | No |
| **Chance in Competition** | Selection field | No |
| **Order chance** | Selection field | No |

The page also reports an In Branch Currency readout and **Calculated Rating** as hidden readouts.
The item grid has the headers **Item Description**, **Unit**, and **Qty**. The available save
controls are **Save** and **Save and Close**.

The Potential workspace opens without a dialog or stage-change message.

Use [Sales job information and assessment](doc:sales-job-information-and-assessment) for the shared
field work and [Sales job items](doc:sales-job-items) for the item rows.

## Handle route-availability branches

Route availability answers a different question from field availability: it tells you which kind of
sales job you can start from the creation choices.

**Prerequisites**

- You have opened the Sales jobs creation choices.
- You know which route you intend to start.

**Steps**

1. Select **Add new**.

   | If you need to… | Select |
   |---|---|
   | Start early opportunity work | **Potentials** |
   | Start an order directly | **Direct order** |
   | Start standing-job work when the choice is present | **Standing job** |

2. Choose one available route from the table.

**Result:** **Direct order** and **Potentials** are available choices; **Standing job** is unavailable
in the creation choices.

When **Standing job** is unavailable, select **Potentials** or **Direct order** instead.

## Choose another starting route

The Sales jobs creation choices let you select a different starting route.

**Prerequisites**

- You have selected a starting route.

**Steps**

1. Review the starting choices on screen.
2. Return to the Sales jobs creation choices when you need a different starting route.
3. Select **Add new**.
4. Choose an available route.

**Result:** You can choose another available starting route.

## Continue with the owning page

The route page answers which starting workspace to open. The pages below own the work after that
choice.

| Work you need to do | Page |
|---|---|
| Create the selected sales-job type | [Create a sales job](doc:create-sales-job) |
| Maintain shared fields and assessment | [Sales job information and assessment](doc:sales-job-information-and-assessment) |
| Work with product rows | [Sales job items](doc:sales-job-items) |
| Follow Potential work | [Potentials](doc:potentials) |
| Follow Inquiry work | [Inquiries](doc:inquiries) |
| Follow order-to-delivery work | [Orders](doc:orders) and the delivery workflow |
| Review the saved record | [Sales job record](doc:sales-job-record) |
| Work with comments and tasks | [Sales job comments and tasks](doc:sales-job-comments-and-tasks) |
| Work with activities and files | [Sales job activities and files](doc:sales-job-activities-and-files) |
| Work with contacts, guarantees, and history | [Sales job contacts, guarantees, and history](doc:sales-job-contacts-guarantees-and-history) |

The focused pages above own the shared fields, actions, choice lists, and save behaviour. Use them
when you need to enter values, select list options, save a record, or continue the sales-job flow.

The available choice lists are owned by the focused pages below. Use the list that opens beside each
field or action.

Use [Sales job information and assessment](doc:sales-job-information-and-assessment) to choose
**Status** and **Requested Offer Type**. Use [Create a sales job](doc:create-sales-job) to choose
**Product Type**.

| Choice control | Available choices |
|---|---|
| **Order chance** | `90 %`, `70 %`, `50 %`, `30 %`, `10 %` |
| **Contact to Decision Makers** | `High`, `Medium`, `Low` |
| **Budget Availability** | `Not Available Yet`, `In Progress`, `Available` |
| **Chance in Competition** | `High`, `Medium`, `Low` |
| **Regret Reason** | Missed, regretted, and cancelled jobs |
| **Cancellation Reason** | Missed, regretted, and cancelled jobs |
| **Lost Reason** | Missed, regretted, and cancelled jobs |

For validation and save messages, use the focused page where the related action is performed. The
messages available for the related sales-job work are:

| Class | Message | Owning work |
|---|---|---|
| success | `Custom fields saved successfully` | Shared sales-job fields |
| success | `Job updated successfully` | Shared sales-job fields |
| success | `Job deleted successfully` | Sales-job record |
| success | `Job regretted successfully` | Sales-job lifecycle |
| success | `Job cancelled successfully` | Sales-job lifecycle |
| success | `Job missed successfully` | Sales-job lifecycle |
| success | `Job reactivated successfully` | Sales-job lifecycle |
| success | `Converted to offer successfully` | Sales-job lifecycle |
| success | `Converted to inquiry successfully` | Sales-job lifecycle |
| success | `Converted To Regretted` | Sales-job lifecycle |
| success | `Converted to cancelled` | Sales-job lifecycle |
| success | `Converted to lost` | Sales-job lifecycle |
| error | `An error occurred while processing your request` | Shared sales-job action |
| error | `Error saving custom fields` | Shared sales-job fields |
| error | `All offers must be in draft status to revert to inquiry` | Sales-job lifecycle |
| error | `Error {{errorMsg}}` | Sales-job lifecycle |
| error | `An account with this name already exists` | Account details |
| error | `A project with this name already exists` | Project details |
| error | `Check mandatory field(s)` | Shared sales-job validation |
| error | `Please save opened inquiry first` | Sales-job lifecycle |
| error | `All inquiries must be in draft stage to revert to potential` | Sales-job lifecycle |
| error | `One or more items has ZERO quantity` | Sales-job items |
| error | `One or more items has no unit` | Sales-job items |

| Owning page | Message |
|---|---|
| Sales offer information | `Please enter action for each milstone `; `Please save opened cost sheet first` |
| Cost calculation | `There is a maximum discount that exceeds the negotiation margin.` |
| Account details | `Your request was completed successfully`; `Error: Vendor not saved yet`; `Error: Client not saved yet`; `This Field Is Required` |
| Contacts and contact details | `Forbidden characters detected. Please remove them and try again.`; ` You already have a contact with this name` |
| Files | `Just '_'‘-''.' And '&' Characters Accepted` |
| Bill of materials | `Sales order is archived`; `Booked quantity for this job is greater than the required BOM quantity`; `You cannot edit or delete the product after the purchase package is created`; `Cannot be deleted. Product is in purchasing`; `You cannot edit the product after the PO is created` |
| Embedded sales and purchasing panels | `Invalid input. The value must be greater than 0 and cannot exceed 999,999.00`; `Invalid input. Please enter a non-negative value` |
| Products and product details | `This product is already included in BOM`; `The first variant cannot be deleted`; `An error occurred while connecting to your CRM system.`; `Please select one product` |
| Materials request | `Package must have at least one item`; `You cannot save without adding at least one product` |
| Activities | `Action not allowed`; `One topic and at least one note is required` |
| Purchasing details | `Cannot be un-delivered — a due invoice already exists`; `Please enter at least one email`; `Inquiry must have at least one item`; `Offer must have at least one item`; `Order must have at least one item`; `Items labeled as ‘Ready for Shipment’ or ‘Delivered’ cannot be deleted`; `Please select one or more items to create a RFQ.` |
| Procurement details | `Required Offer Type`; `Required Bid Due Date` |
| Outgoing payment details | `Required Receiving Date`; `Required Receiving After` |
| Deliveries | `Error loading accounts` |
| Reference list details | `Serial you have entered already exist and belong to same manufacturer`; `There is error in serial you have entered`; `Minimum: At least one serial` |
| Letters of guarantee details | `LG has one or more extensions or deductions and cannot be reverted to the requested stage`; `Please choose a date after the current expiry date` |

**Result:** You know which page owns the next action instead of repeating the shared workspace
inventory on this route-comparison page.