Working with Quotations and Sales Orders

In order to be able to register quotations/sales orders, you need to have registered products within Mamut Business Software as well as created customers. Read more about this and other preconditions in Getting Started with Sales.

Note! You will only be able to create and edit sales orders in certain statuses. Read About Sales for an overview over which functions are available for each order status.

How to create a new quotation/sales order

There are multiple ways to create new quotations/sales orders from Mamut Online. The following procedure describes the most common procedure. Furthermore, you can also create new quotations/sales orders directly from the sales card, from the Sales work area or from the Quotation/Sales order lists. Read more in Lists in the Sales Work Area.

Tip! You will find a detailed description of the fields and lists in the quotation/sales order card in Quotation/Sales Order/Invoice/Credit note.

In Mamut Online, click New - Quotation/Sales order in the toolbar.
Select a customer that the quotation/sales order shall be created for and click OK.
Check the predefined entries in the top panel and enter any other relevant information.
In the panel Product Lines,click Add new in order to add a product. Repeat to add additional products.
Enter any additional relevant information in the panel Miscellaneous.
Click Save & Close to be redirected to the previously accessed page

-- or --

Click Save & New if you want to create a new quotation/sales order.

You have now created a quotation/sales order in Mamut Online.

Note! If quotations/sales orders are saved simultaneously in Mamut Business Software and Mamut Online, then the changes in Mamut Business Software will override those made in Mamut Online.

How to view and edit existing quotations/sales orders

Click Lists - Quotation/Sales Orders.
Select the desired quotation/sales order in the list.
Tip! If you have a lot of registered quotations/sales orders, you can use the Search function to help you easily identify quotations/sales orders. In the list for Sales order you can also use the drop-down list Status to filer the list.
Click Edit in the toolbar if you wish to edit the quotation/sales order, and then click on one of the Save alternatives once you have finished making changes.

You have now viewed and/or edited the quotation/sales order.

How to remove a quotation/sales order

Registered quotations/sales orders without stock transaction or purchase reservation can never be deleted or removed from the system, but you have the possibility to register quotations/sales orders as lost sales or cancelled. These will then still be available within Mamut Business Software and in certain reports, but will no longer be visible in the Sales work area in Mamut Online.

Open the sales order you want to delete as described in the procedure above.
Click Edit in the toolbar.
Click Delete.
Then select if you want the quotation/order to be cancelled or registered as a lost sale. The status Lost sale gives you access to include information about why the sale was not processed.

You have now deleted the quotation/order from Mamut Online by registering it as a cancelled or lost sale.

Note! If a sales order has stock transactions or purchase reservations, you will not be able to change the status to Cancelled or Lost sale. These buttons will therefore be greyed out when you click Delete.