Quotations and Sales Orders

What does quotations and sales orders do in SERP?

A quotation records proposed commercial terms; a sales order records the requirement that delivery and billing teams can work from. SERP connects this work with sales, so users can review its operational context through the related records.

Business problem it addresses

A price agreed in correspondence is difficult to fulfil if quantities, delivery details and approval status are unclear.

Key functions

• Review customer, branch, subject, dates and references.
• Enter items, units, prices, discounts and required delivery information.
• Check tax, prepayment, location and approval context before processing.

How the workflow works

1. Prepare quotation.
2. Review terms.
3. Create or process the order.
4. Confirm approval outcome.
5. Review outstanding quantities.

Example business scenario

A customer orders several items with different available quantities. Sales reviews allocations and delivery dates before processing, then uses the outstanding order inquiry to distinguish work still to be fulfilled.

Controls and availability

A pending approval can block conflicting edits or duplicate submissions. Delivered quantities cannot simply be removed, and work-order hold conditions affect manufacturing handoffs.

How to assess the result

Check the resulting quotation or order reference and review its quantities, commercial totals and approval outcome. Compare the remaining order requirement with any delivery or work-order context. Pending approval and physical fulfilment must remain distinguishable.

Connected SERP capabilities

Read the Sales module guide for the wider process and SERP reporting for the distinction between a transaction document and an analytical report.