Customer list - aftermarket sale of parts

Follow these steps to create an aftermarket sale of parts.

  1. Select a quotation from the quotation list.
  2. Switch to tab 'Parts' under the main tab 'Search & Create'.

    Find a part via the 'Search and connect' table. Related data to the selected part will be displayed in different tabs to the right. The already created quotation lines will be displayed in the right tab 'Quotation lines'. Create a quotation line via the icon 'New quotation line'. The right tab 'Quotation lines' will be updated with the new quotation line (refresh might be needed).

  3. Transfer the quotation to an order by pressing the icon 'Create order' in the right tab 'Quotation lines'.
  4. Switch to tab 'Fulfillment'.
  5. Select the newly released quotation. Order data related to the selected quotation will be displayed in the bottom list.
  6. Select the quotation line for the part. Take related option '11 – Customer Order. Open Line' to open OIS101.