Enquiry bank overview
Sales work in this app starts with an enquiry: a customer asking for a price on something they want to buy. From there, the enquiry moves through quoting, follow-up, and finally a confirmed sales order — all under the Sales sidebar.
What lives under Sales
- Add Enquiry — the form for capturing a fresh enquiry from a customer.
- View — the Enquiry Bank list of every enquiry your firm has raised.
- Orders — the Sales Orders list of enquiries that turned into a confirmed order.
A separate screen called Customer Follow-Up is not in the sidebar. It is opened from the options dropdown on the Enquiry Bank.
A typical enquiry's life
- The customer asks for a price. You add the enquiry.
- You generate a quotation and send it to the contact person.
- If the customer goes quiet, you chase them in follow-up.
- When the customer sends a purchase order, you convert the enquiry to a sales order.
- You record dispatches against the order from the delivery receipt screen, which lives under Inventory.
Before you start
- The customer and contact person must already exist in your records. If they do not, add them first.
- The product heads and codes you plan to quote must also exist.
Common questions
What is the difference between an enquiry and an order?
An enquiry is a customer asking for a price. A sales order is created from that enquiry once the customer sends a purchase order. The order is a separate record linked back to its source enquiry.
Can I delete an enquiry?
Open the enquiry, choose Delete from the actions menu on the detail screen, and confirm in the Delete Enquiry modal. Permission to delete is controlled by your administrator.