To access Commercial, we need to click on the Commercial tab in the top menu.
The basic concepts to keep in mind in this module are:
– Quotation: A document provided to a client informing them of the cost of the sale of products and/or the provision of services.
– Order: A request made to a manufacturer or seller for the products or services they offer.
– Contract: An agreement between two parties in which they commit to fulfilling the terms specified in the document.
– Intervention: An action performed for a client over a period and in an extraordinary manner, such as fixing a breakdown.
In the image, we see what can be found in the Commercial module:
(1) From this lateral submenu (QUOTATIONS), we can create a new quotation, get a list of quotations, or view quotation statistics.
(2) From this lateral submenu (SALES ORDERS), we can create a new client order, get a list of orders, or view statistics.
(3) With the lateral submenu (SUPPLIER QUOTATIONS), we can request a new quotation from a supplier, get a list of quotations, or view statistics.
(4) With the lateral submenu (PURCHASE ORDERS), we can create a new supplier order, get a list of orders, or view statistics.
(5) From the lateral submenu (CONTRACTS/SUBSCRIPTIONS), we can create new contracts, view a list of contracts, or view statistics.
(6) The lateral submenu (INTERVENTIONS) allows us to create new interventions or view a list of all interventions.