Offers
Manage your offers here. Filter by status, search by customer or series number, and create or edit offers.
Features at a Glance
Status Tabs
Filter the offer list by status to quickly find the entries you need.
Actions Menu
Use the actions menu to edit, view, copy, download as PDF, or delete an offer.
Create Offer
Click the create button to start a new offer. In the form, select the customer, add articles as line items, and set the dates and series number.
Filter & Search
| Filter | Description |
|---|---|
| Status | Filter by offer status |
| Series | Filter by series number |
| Customer | Filter by customer name |
| Date range | Filter by start and end date |
Good to Know
Note
- You can copy an offer into an invoice or order confirmation — the data is transferred automatically.
Permissions
Permission
To use this page, you need the View documents permission. Contact your administrator if you do not have access.
| Action | Permission |
|---|---|
| View page | View documents |
| Create offer | Create documents |
| Edit offer | Edit documents |
| Delete offer | Delete documents |