Quotation Status

  • Printed

    The external Quote document is printed.

  • Negotiating

    The negotiations about the (printed) Quote are in progress with the customer. This status must be set manually.

  • Accepted

    The proposed Quote is accepted by the customer.

  • Rejected

    The proposed Quote is rejected by the customer.

  • Processed

    The accepted Quote is processed into an actual order.

  • Canceled

    The quote is canceled by the user who initiated the quote.

    Note

    You can cancel a quote with the status Free, Printed and Negotiating.

  • Lost

    The customer has selected another supplier. This status must be set manually.

    Note

    You can set this status only for the Quotes that are not generated from another object.

  • Free

    The quote is newly created or re-opened.

  • Approved

    Quote is approved internally. You can print and send the quote to the customer.