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.
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
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.
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.
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.
Read more about:
Quotation/Sales Order/Invoice/Credit note
User Settings for Quotations/Sales orders
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