Creating an offer

A new offer is created as a Draft at the Enquiry stage with a system-generated work-order id. The category (Pump, Valve…) is set automatically from the board you start it on.

Using the offer wizard

The wizard is the standard way to start an offer with all the right context captured up front.

On a category board, choose New offer to open the wizard.
Step 1, Customer. Search active customers by name and select one. Deactivated customers are excluded.
Step 2, Contact. Pick the contact person from that customer’s contacts (required).
Step 3, Plant address. Pick the plant / delivery address from that customer’s addresses (required).
Step 4, Engineers. Assign the sales engineer and the application engineer from active employees.
The offer reference is generated automatically from the configured series.
Choose Finish. A Draft offer is created at the Enquiry stage carrying the customer contact, plant address, engineers, reference and category.

Back and next preserve what you’ve entered, so you can step back without losing data. The wizard blocks Finish until the required selections (contact, plant address) are made. Creating the offer is gated by sales-create permission and is audited.

The quick create

If you don’t need the full context yet, the plain create flow needs only a reference and a customer to save a Draft. You can fill in the rest later, a partial save warns about what’s still missing but doesn’t block you.

The product cart

The Product Cart is where you engineer each offer line before costing and pricing.

Open the offer’s Product Cart tab.
Search and add a product. Deactivated or deleted products are excluded from the picker.
Choose the material of construction (MOC) / variant for the line from the product’s configured options.
Enter the quantity (must be greater than zero).
Configure technical attributes. These open per line with default values pulled from the item master; override any value as needed.
Set component-level MOC for products that have sub-components.

Each cart line becomes the input to its own cost sheet and sale-price calculation. The line’s HSN and default specs prefill from the item master, and the offer total recomputes as you change lines. Removing a line asks you to confirm first. Cart lines can only be added, edited or removed while the offer is still editable, never once it is Submitted, Won or terminal, and every cart change is recorded in the offer audit log.

The data bank

The Data Bank tab holds the offer’s commercial metadata:

Enter a subject line and the customer reference number.
Set a threshold date (your internal deadline) and a due date (the customer’s deadline). The due date cannot be earlier than the offer date.
Select the billing and shipping addresses from the customer’s addresses. The GST number syncs automatically from the selected address, so tax identity always matches the bill-to / ship-to. Changing the address re-syncs the GST number.

Data Bank values feed document generation and carry over to the order on conversion. Edits are blocked once the offer is Submitted, Won or terminal, and every edit is audited.

Saving drafts and validation

Offers use forgiving validation with clear, plain-English messages:

A draft saves with only the minimal required fields.
Submitting or converting requires at least one complete product line, item, a quantity above zero, a price, and an HSN.
Invalid values (a negative or zero quantity, a non-numeric price) are rejected with a clear message.
A partial save shows a non-blocking warning listing what’s still missing.