Overview

Use the Process page to maintain an inquiry and follow its progression into an Offer, an Order, and finally Delivered fulfillment. Sales representatives use this page to record and save the inquiry, while sales managers may be required to approve an Offer before it can progress. The inquiry lifecycle begins in New and can continue through Sent To Principal, Offered, and Ordered.

Before you start

Sign in to the application before opening the page.
Open the page from Add new > Sales Jobs > Process.
Ensure that the inquiry information is complete before saving. The application validates required information and specified field formats.
Be prepared to save or discard changes before leaving the page, because the application warns you when unsaved changes exist.

Steps

Navigate to Add new > Sales Jobs > Process to open the Inquiry page.
Review the inquiry record and its item information. The page can display item quantities and units, such as pieces.
Save your work:
- Select Save to save the inquiry and remain on the page.
- Select Save and Close to save the inquiry and close the page.
When the inquiry is ready to be sent onward in the inquiry lifecycle, select Consider As Sent To Principal. This action is used when progressing work from New toward Sent To Principal.
Continue the inquiry lifecycle as business processing progresses:
- New is the starting status for the inquiry.
- Sent To Principal represents an inquiry that has been sent onward for principal review or pricing.
- Offered represents an inquiry that has progressed to an Offer.
- Ordered represents an inquiry that has progressed to an Ordered outcome.
Process the sales job after an Offer is created. The job progresses through Offer, Order, and Delivered. Progression is controlled by the status of the related Offer or Order rather than by a single job-stage action.
- An Offer progresses through Draft, Awaiting Approval, Approved, Valid, and Ordered.
- An Offer in Awaiting Approval requires manager approval before it can continue.
- An Order progresses through Draft, Awaiting Approval, Approved, Awaiting activation, Valid, Ready for shipment, and Delivered.
- Reaching Delivered requires the Order to complete its processing workflow.
Use the available Offer recovery actions only when the business situation requires a return from a declined or closed Offer condition:
- Select Back to Offer to return to Offer processing.
- Select Consider Offer as Not Rejected when an Offer should no longer be treated as rejected.
- Select Offer Considered As Not Cancelled when an Offer should no longer be treated as cancelled.
- Select Offer Considered As Not Lost when an Offer should no longer be treated as lost.
- Select Extend Offer Validity when the Offer validity period must be extended.
- Select Go to offer to open the related Offer.
If the Offer requires booking approval, select Apply Approval For Booking or Apply Approval for Booking, as available on the page. Continue processing only after the applicable approval gate has cleared.

Tips & cautions

Note: All offers must be in Draft status to revert to inquiry.

Warning: Items labeled Ready for Shipment or Delivered cannot be deleted.

Warning: A Delivered Order cannot be un-delivered when a due invoice already exists. An Order with binding invoices cannot be reverted.

Troubleshooting

You cannot continue an Offer from Awaiting Approval → The Offer is awaiting manager approval → Have the manager complete the required approval before continuing Offer processing.
You cannot return an Offer to the inquiry → The Offer is not in Draft status → Return the Offer only when it is in Draft status.
You cannot delete an item → The item is Ready for Shipment or Delivered → Retain the item and continue the applicable fulfillment process.
You cannot revert an Order or remove Delivered status → A due invoice or binding invoices exist → Continue financial processing for the existing invoice relationship; the Order cannot be reverted.

Result

The inquiry is saved and can progress from New through Sent To Principal, Offered, and Ordered, while the related sales job progresses through Offer, Order, and Delivered.