When a quote is accepted by a customer the Daylite Opportunity has been WON. This is the primary tracked object that Daylite is managing.
This is video we show the process of invoicing using the Win Quote function. This process is only required if there are more that 1 quote on a Opportunity and the winning quote value is needed on the opportunity value. This process is recommended as it maintains a more accurate win loss value and makes the Daylite Analysis view more accurate and useful. If this process is not followed the opportunity value will be set to the quote value generated.
Invoicing when only a single quote exists.
The process is very similar, but there is no need to mark the quote as won. Simply select the quote from the document list and select New Invoice from Selected and complete the invoice.
Stock Management on Invoices
When making an invoice if stock control is on there are some stock control processes that can be applied. The options are:
- Do nothing
- Draw down the available stock by the quantity numbers
- Draw down all units from stock. This as the potential for taking stock levels into negative values.