Use the Sales form to manage a sales record through the commercial process from an Offer to an Order and, ultimately, to Delivered. Sales representatives prepare and submit Offers, while sales managers act on Offers that are Awaiting approval. Use this form when you need to submit an Offer for approval, return an Order to an Offer where permitted, or follow the sales lifecycle.
An Offer progresses through Draft, Awaiting approval, Approved, Valid, and Ordered. An Order progresses through Draft, Awaiting approval, Approved, Awaiting activation, Valid, Ready for shipment, and Delivered. The approval gate must clear before the record can progress to the next stage.
Before you start
Ensure that you have access to Sales.
Before submitting an Offer for approval, ensure that the Offer has at least one item.
To return to an earlier sales stage, ensure that the applicable reversal conditions are met.
Steps
In the main navigation, select Sales.
sales
Open the sales record that you need to process and work in the Sales record form.
To submit an Offer for managerial review, ensure that the Offer is in Draft status and contains at least one item. Then select Apply Approval For Booking.
The Offer moves from Draft to Awaiting approval. A sales manager must act on the Offer before it can continue through Approved, Valid, and Ordered.
When working with an Order, allow the Order approval and activation gates to clear before progressing it toward Ready for shipment and Delivered. Do not attempt to reverse a Delivered Order when a due invoice already exists.
To return an Order to the Offer stage, select Back to Offer only when the Order can be reverted. All related Offers must be in Draft status. An Order with binding invoices cannot be reverted.
Use Go to offer when you need to work with the related Offer. Use Alternative Offer when an alternative Offer is required, or select Extend Offer Validity when the Offer validity needs to be extended.
The sales process starts with an inquiry that progresses through New, Sent To Principal, Offered, and Ordered. Use Consider As Sent To Principal when recording that the inquiry has been sent to the principal. A sales record then follows the business process from Offer to Order and Delivered.
At the Offer stage, cancellation or regret actions are available only when no active sales record exists after the Offer stage. At the earlier inquiry stage, cancellation actions are available only when no active sales record exists after that stage. Once a record has progressed beyond the applicable stage, it cannot be returned through that cancellation path.
Tips & cautions
Tip: Use Consider Offer As Sent To Client when you need to record that an Offer has been sent to the client.
Warning: Items marked Ready for shipment or Delivered cannot be deleted.
Warning: A Delivered Order cannot be un-delivered when a due invoice already exists.
Troubleshooting
The Offer cannot be submitted for approval → The Offer does not contain an item → Add at least one item before selecting Apply Approval For Booking.
The Order cannot be returned to an Offer → The Order has binding invoices, or related Offers are not in Draft status → Return only when all Offers are in Draft and the Order has no binding invoices.
An item cannot be deleted → The item is Ready for shipment or Delivered → Do not delete the item at these stages.
An Offer remains Awaiting approval → Manager approval is still required → Wait for the sales manager to act on the Offer.
Result
The sales record is submitted for approval or managed within its permitted Offer, Order, and Delivered lifecycle.
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