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Return to IMS:Making an offer.
== Work instruction ==
{| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}"
!'''Responsible'''
!'''Step'''
!'''Procedure'''
!'''Needed tools'''
|-
|Sales agent
|Document requirements in Odoo
|FileCheck and evaluate the documented requirements in Odoo
|''systems, checklists,''
''physical tools''
|-
|
|Generate an offer
|FileComplete the template "Offer"
|Odoo
|-
|Sales manager
|Check the offer
|FileDescription of the service
FileTerms and conditions
FileOptions
FilePrices and additional costs (net and gross values)
FilePayment conditions
FileDiscounts
FileValidity period of the offer
|Odoo
|-
|Sales agent
|Send offer via email
|
|Odoo
|-
|
|Rework the offer after feedback from client
|
|Odoo, Email
|}
== Work instruction =={| class="wikitable" style="width:100%;" data-ve-attributes="{"style":"width:100%;"}"!'''Responsible'''!'''Step'''!'''Procedure'''!'''Needed tools'''|-|Sales agent|Document requirements in Odoo|FileCheck and evaluate the documented requirements in Odoo|''systems, checklists,''''physical tools''|-||Generate an offer|FileComplete the template "Offer"|Odoo|-|Sales manager|Check the offer|FileDescription of the serviceFileTerms and conditionsFileOptionsFilePrices and additional costs (net and gross values)FilePayment conditionsFileDiscountsFileValidity period of the offer|Odoo|-|Sales agent|Send offer via email||Odoo|-||Rework the offer after feedback from client||Odoo, Email|}
