Pipeline and troubleshooting

Keep it healthy — Quotes & Contracts.

Keeping your quotes accurate, and what to do when one does not behave as expected.

Reading your quotes: what the quote list tells you, filtered by status, origin and date.
Common quote problems: expired quotes, refused acceptances, freight charged twice or not at all.

From quote to order

What acceptance hands over, who places the order, and how the order is linked back to the quote.

Reading your quotes

Open, won, lost, expired — what the quote list tells you, and the follow-up list hiding in it.