# Create Offer from Inquiry

_How-to Tasks_

![Create Offer from Inquiry](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f1577bafe9371b357b677422338d455e.png)
*Inquiry — Add new › Sales Jobs › Process*

## Overview

Use this task when a customer inquiry has been registered and is ready to be converted into an Offer. The action changes the Inquiry from **Customer Inquiry** to **Offer Preparation**, where the Offer can be prepared for the customer. Sales representatives perform this task as part of the Sales Offer to Order Workflow.

## Before you start

- Sign in to the application.
- Ensure that the Inquiry is at **Customer Inquiry**.
- You require the `sales.offer.create` permission to create an Offer.
- Open the required Inquiry in **Inquiry**.

## Steps

1. Open the Inquiry that is at **Customer Inquiry**.

2. In the inquiry panel, select **Create Offer**.

3. Continue working with the resulting Offer in **Offer Preparation**. Prepare the Offer before it progresses through its Offer lifecycle.

> **Note:** An Offer progresses through **Draft, Awaiting Approval, Approved, Valid**, and **Ordered**. The Offer must clear this lifecycle before the job can progress to the next stage.

> **Warning:** An Offer must contain at least one item.

> **Tip:** To revert to the Inquiry, all offers must be in draft status.

## Troubleshooting

- **Create Offer is unavailable** → Your user account may not have the required permission → Request access to `sales.offer.create`.
- **The Inquiry cannot be converted** → The Inquiry is not at **Customer Inquiry** → Use an Inquiry that is at the required workflow point.
- **The Offer cannot progress after creation** → The Offer is missing an item → Ensure that the Offer has at least one item before continuing.

## Result

The Inquiry is moved from **Customer Inquiry** to **Offer Preparation**.

## Related pages

- **Convert Offer to Order**
- [Progress Order Status](doc:task-progress-order-status)
- **How-to Tasks — Learning Path**
- [Configure Account Types](doc:account-types)
- [Configure Activity Purpose](doc:activity-purpose)
- [Configure Cancellation Reasons](doc:cancellation-reasons)
- [Configure Cost Items](doc:cost-items)
- [Configure Delivery Terms](doc:delivery-terms)
- [Configure Guarantee Types](doc:guarantee-types)
- [Send Inquiry to Suppliers](doc:task-send-inquiry-to-suppliers)
- [Convert Offer to Purchase Order](doc:task-convert-offer-to-purchase-order)
- [Complete Procurement](doc:task-complete-procurement)
- [Initiate Goods Receiving](doc:task-initiate-goods-receiving)
- **Update Offer Status
- Complete Order**