{"id":236005,"date":"2023-10-12T11:20:53","date_gmt":"2023-10-12T09:20:53","guid":{"rendered":"https:\/\/guide.jtl-software.com\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/"},"modified":"2023-10-12T11:21:12","modified_gmt":"2023-10-12T09:21:12","slug":"detailed-description-sales-quotation-management","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/","title":{"rendered":"Detailed description: Sales quotation management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"detailed-description-sales-quotation-management\">Detailed description: Sales quotation management <span id='anchor-detailed-description-sales-quotation-management' data-href='#detailed-description-sales-quotation-management' class='far fa-link' data-anchor><\/span><\/h1>\t<p>On this page, you will find a detailed description of the functions in the sales quotation management. You can access this area in JTL-Wawi via <span class=\"highlight\">Sales &gt; Sales quotations<\/span>.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/uebersicht-angebotsverwaltung-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/uebersicht-angebotsverwaltung-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/uebersicht-angebotsverwaltung-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/uebersicht-angebotsverwaltung-jtl-wawi-1024x526.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/uebersicht-angebotsverwaltung-jtl-wawi-768x395.png 640w\" width=\"1916\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"985\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/uebersicht-angebotsverwaltung-jtl-wawi.png&quot;,&quot;w&quot;:1916,&quot;h&quot;:985}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-a-search-amp-filter-functions\">Pane A: Search &amp; filter functions <span id='anchor-pane-a-search-amp-filter-functions' data-href='#pane-a-search-amp-filter-functions' class='far fa-link' data-anchor><\/span><\/h2>\t<p>Via the search and filter functions, you can filter the sales quotations and call up the desired sales quotation directly. The search and filter functions always relate to the folder that you have opened. So if you select the <span class=\"highlight\">Sales quotations<\/span> folder, all sales quotations in JTL-Wawi will be searched.<\/p>\n\t<p>The filters are made up of three areas: <span class=\"highlight\">search fields<\/span>, <span class=\"highlight\">drop-down menus<\/span> and <span class=\"highlight\">dates<\/span>.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"search-fields\">Search fields <span id='anchor-search-fields' data-href='#search-fields' class='far fa-link' data-anchor><\/span><\/h3>\t<p>With the help of the search fields <span class=\"highlight\">Transaction<\/span>, <span class=\"highlight\">Customer<\/span> and <span class=\"highlight\">Line item<\/span>, you can search individual fields in JTL-Wawi. Each search field has its own settings. Use these settings to specify which database fields are to be searched.<\/p>\n\t<p><b>Transaction:<\/b> In this search field, you can search for the <span class=\"highlight\">Sales quotation ID<\/span> to call up a sales quotation directly. In addition, you can activate the fields <span class=\"highlight\">Note<\/span>, <span class=\"highlight\">Customer comment<\/span>, <span class=\"highlight\">Sales order ID<\/span> and <span class=\"highlight\">Exact search<\/span> for the search.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-vorgang-auswahl-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-vorgang-auswahl-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-vorgang-auswahl-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/suchfeld-vorgang-auswahl-jtl-wawi-1024x336.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/suchfeld-vorgang-auswahl-jtl-wawi-768x252.png 640w\" width=\"1241\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"407\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/suchfeld-vorgang-auswahl-jtl-wawi.png&quot;,&quot;w&quot;:1241,&quot;h&quot;:407}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<hr  \/>\n\t<p><b>Customer:&nbsp;<\/b>In this search field, you can search for the <span class=\"highlight\">Customer ID<\/span> to call up a customer directly. In addition, you can use the fields <span class=\"highlight\">First and last name<\/span>, <span class=\"highlight\">Shipping address<\/span>, <span class=\"highlight\">Billing address<\/span> and <span class=\"highlight\">Exact search<\/span> for the search.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-kunde-auswahl-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-kunde-auswahl-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-kunde-auswahl-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/suchfeld-kunde-auswahl-jtl-wawi-1024x337.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/suchfeld-kunde-auswahl-jtl-wawi-768x253.png 640w\" width=\"1242\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"409\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/suchfeld-kunde-auswahl-jtl-wawi.png&quot;,&quot;w&quot;:1242,&quot;h&quot;:409}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<hr  \/>\n\t<p><b>Line item:<\/b> In this search field, you can search for information relating to the line items included in a sales order. By default, the fields <span class=\"highlight\">SKU<\/span>, <span class=\"highlight\">Item name<\/span>, <span class=\"highlight\">GTIN<\/span> and <span class=\"highlight\">ASIN<\/span> are activated. In addition, you can activate the <span class=\"highlight\">MPN<\/span>, <span class=\"highlight\">UPC<\/span>, <span class=\"highlight\">EPID<\/span> and <span class=\"highlight\">Exact search<\/span> fields for the search.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-position-auswahl-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-position-auswahl-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/suchfeld-position-auswahl-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/suchfeld-position-auswahl-jtl-wawi-1024x406.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/suchfeld-position-auswahl-jtl-wawi-768x304.png 640w\" width=\"1239\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"491\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/suchfeld-position-auswahl-jtl-wawi.png&quot;,&quot;w&quot;:1239,&quot;h&quot;:491}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-wawi\"><\/span>\n\t\t\t<span class=\"media-content border-wawi\">\n\t\n\t\t\t<span style=\"color: #f68b25;\"><strong>Note:<\/strong><\/span> If you use the&nbsp;<span class=\"highlight\">Exact search<\/span> field, keep in mind that you must enter the exact word or number in the search field with which the name of the process, customer or line item begins. <strong>Example:<\/strong> You are looking for an item and you know very well that the item starts with &#8220;wood&#8221;. You can switch to the <span class=\"highlight\">Exact search<\/span>&nbsp;field and enter the word &#8220;wood&#8221;. You will now see all items starting with this word. However, if you are looking for an item and you know that the word &#8220;wood&#8221; is part of the name, but you cannot remember the exact name, then you should not use the&nbsp;<span class=\"highlight\">Exact search<\/span>&nbsp;field.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"drop-down-menus\">Drop-down menus <span id='anchor-drop-down-menus' data-href='#drop-down-menus' class='far fa-link' data-anchor><\/span><\/h3>\t<p>With the help of the drop-down menus under the search fields, you can filter your search results.<\/p>\n\t<p><b>Companies:<\/b> If you have stored several companies, you can filter all sales quotations by a specific company. To do this, click on the drop-down menu and select the desired company.<\/p>\n<hr  \/>\n\t<p><b>Shipping methods:<\/b> Click on this drop-down menu to filter the sales quotations by the different shipping methods.<\/p>\n<hr  \/>\n\t<p><b>Payment methods:<\/b> Click on this drop-down menu to filter the sales quotations by the different payment methods.<\/p>\n<hr  \/>\n\t<p><b>Users:<\/b> Click on this drop-down menu to filter the sales quotations by the different users.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"dates\">Dates <span id='anchor-dates' data-href='#dates' class='far fa-link' data-anchor><\/span><\/h3>\t<p>On the right-hand side, you will find the date fields. Use the drop-down menu to specify how many days are to be taken into account retroactively in the search. If you select the filters <span class=\"highlight\">Year<\/span>, <span class=\"highlight\">Month<\/span> or <span class=\"highlight\">Day<\/span> from the drop-down menu, you can then specify a specific period in the calendar above.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/datumsbereich-dropdown-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/datumsbereich-dropdown-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/datumsbereich-dropdown-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/datumsbereich-dropdown-jtl-wawi-1024x300.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/datumsbereich-dropdown-jtl-wawi-768x225.png 640w\" width=\"1511\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"442\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/datumsbereich-dropdown-jtl-wawi.png&quot;,&quot;w&quot;:1511,&quot;h&quot;:442}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-b-folder-structure\">Pane B: Folder structure <span id='anchor-pane-b-folder-structure' data-href='#pane-b-folder-structure' class='far fa-link' data-anchor><\/span><\/h2>\t<p>The <span class=\"highlight\">Sales quotations<\/span> folder has the <span class=\"highlight\">W\/o sales order<\/span> and <span class=\"highlight\">With sales order<\/span> subfolders.<\/p>\n\t<p><strong>With sales order:<\/strong> In this subfolder, you will find the sales quotations for which a sales order exists.<\/p>\n<hr  \/>\n\t<p><strong>W\/o sales order:<\/strong> In this subfolder, you will find the sales quotations for which no sales order exists.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-c-sales-quotation-list\">Pane C: Sales quotation list <span id='anchor-pane-c-sales-quotation-list' data-href='#pane-c-sales-quotation-list' class='far fa-link' data-anchor><\/span><\/h2>\t<p>In the sales quotations overview, you will see all existing sales quotations and the most important information about them. You can change the order of your desired columns via drag &amp; drop. Right-click on the column header to configure the displayed columns.<\/p>\n\t<p>Right-click on any column header and set conditional formatting. For more information on this topic, click here: <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/beschaffung\/individuelle-farben-in-tabellen-festlegen\/\">Setting individual colours in tables<\/a><\/span>.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-d-toolbar\">Pane D: Toolbar <span id='anchor-pane-d-toolbar' data-href='#pane-d-toolbar' class='far fa-link' data-anchor><\/span><\/h2><h3 class=\"d-flex align-items-center hl-wawi\" id=\"sales-quotation\">Sales quotation <span id='anchor-sales-quotation' data-href='#sales-quotation' class='far fa-link' data-anchor><\/span><\/h3>\t<p>You can use the <span class=\"highlight\">Sales quotation<\/span> button to choose from a variety of options for the selected sales quotation. Click on the arrow on the button to see all options.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/funktionsleiste-angebot-auswahl-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/funktionsleiste-angebot-auswahl-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/funktionsleiste-angebot-auswahl-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/funktionsleiste-angebot-auswahl-jtl-wawi-1024x134.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/funktionsleiste-angebot-auswahl-jtl-wawi-768x101.png 640w\" width=\"1426\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"187\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/funktionsleiste-angebot-auswahl-jtl-wawi.png&quot;,&quot;w&quot;:1426,&quot;h&quot;:187}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p><b>Open:<\/b> Opens the sales quotation and allows editing.<\/p>\n<hr  \/>\n\t<p><b>Duplicate:<\/b> Duplicates the existing sales quotation. You can select whether the sales quotation is to be duplicated and created as a <span class=\"highlight\">Sales quotation<\/span>, <span class=\"highlight\">Sales order<\/span> or <span class=\"highlight\">Subscription<\/span>.<\/p>\n<hr  \/>\n\t<p><b>Change user:<\/b> Opens the <span class=\"highlight\">Changing user<\/span> dialogue box. In the drop-down menu you can select another editor for the sales quotation.<\/p>\n<hr  \/>\n\t<p><b>Delete:<\/b> Deletes the selected sales quotation.<\/p>\n<hr  \/>\n\t<p><b>Update tax code:<\/b> Starts a synchronisation and updates possible changes to the tax code.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"manual-quotation\">Manual quotation <span id='anchor-manual-quotation' data-href='#manual-quotation' class='far fa-link' data-anchor><\/span><\/h3>\t<p>The <span class=\"highlight\">Sales quotation<\/span> dialogue box opens via the <span class=\"highlight\">Manual quotation<\/span> button. Here you can enter the details for your sales quotation and close the dialogue box by clicking <span class=\"highlight\">Save<\/span>. You have created a new sales quotation.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"delete\">Delete <span id='anchor-delete' data-href='#delete' class='far fa-link' data-anchor><\/span><\/h3>\t<p>To delete a sales quotation, select one or more quotation(s) from the overview and click <span class=\"highlight\">Delete<\/span>. Please note that deletion creates gaps in the number range.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"output\">Output <span id='anchor-output' data-href='#output' class='far fa-link' data-anchor><\/span><\/h3>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/ausgabe-angebot-ausgabemoeglichkeiten-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/ausgabe-angebot-ausgabemoeglichkeiten-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/ausgabe-angebot-ausgabemoeglichkeiten-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/ausgabe-angebot-ausgabemoeglichkeiten-jtl-wawi.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/ausgabe-angebot-ausgabemoeglichkeiten-jtl-wawi-768x217.png 640w\" width=\"866\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"245\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/ausgabe-angebot-ausgabemoeglichkeiten-jtl-wawi.png&quot;,&quot;w&quot;:866,&quot;h&quot;:245}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<h4 class=\"d-flex align-items-center hl-wawi\" id=\"output-methods\">Output methods <span id='anchor-output-methods' data-href='#output-methods' class='far fa-link' data-anchor><\/span><\/h4>\t<p>The arrow on the <span class=\"highlight\">Output<\/span> button gives you access to the various output methods. To do this, first select the document you want to output. Choose between:<\/p>\n\t<p><b>Sales quotation:<\/b>&nbsp;Outputs the sales quotation information.<\/p>\n<hr  \/>\n\t<p><b>Labels:<\/b> Outputs the label information.<\/p>\n<div class=\"media-object media-object-border d-flex align-items-top\">\n\t\n\t\t\n\t\t<span class=\"mt-1 mr-3 flex-shrink-0 far fa-info-circle fa-2x columnsize-fa-2x text-wawi\"><\/span>\n\t\t\t<span class=\"media-content border-wawi\">\n\t\n\t\t\t<span style=\"color: #f68b25;\"><strong>Note:<\/strong><\/span> You can define a template for each output method. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/vorlagen\/\">here<\/a><\/span>.\t\t\t<\/span>\n\t\n\t<\/div>\n\n\n<h4 class=\"d-flex align-items-center hl-wawi\" id=\"output-methods-for-sales-quotations\">Output methods for sales quotations <span id='anchor-output-methods-for-sales-quotations' data-href='#output-methods-for-sales-quotations' class='far fa-link' data-anchor><\/span><\/h4>\t<p>You can choose between the following output methods for each individual document:<\/p>\n\t<p><b>Print:<\/b>&nbsp;Outputs your document via the printer that was created for the corresponding document type via <span class=\"highlight\">Start<\/span> &gt; <span class=\"highlight\">Printer<\/span>.<\/p>\n<hr  \/>\n\t<p><b>Fax:<\/b> Faxes the document to the fax number stored in the sales quotation. You can specify the fax machine to be used via <span class=\"highlight\">Start<\/span> &gt; <span class=\"highlight\">Printer<\/span> in the <span class=\"highlight\">Fax<\/span> column.<\/p>\n<hr  \/>\n\t<p><b>Email:<\/b> Sends the document via email to the email address that was stored in the sales quotation.<\/p>\n<hr  \/>\n\t<p><b>Save:<\/b>&nbsp;Saves the document as a PDF. Default location is your Windows desktop.<\/p>\n<hr  \/>\n\t<p><b>Export:<\/b> Exports the data to a predefined format. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/verkauf\/auftraege-per-csv-xml-exportieren\/\">here<\/a><\/span>.<\/p>\n<hr  \/>\n\t<p><b>Preview:<\/b> Creates a preview of the document.<\/p>\n<hr  \/>\n\t<p><b>Advanced:<\/b> Opens the advanced output settings.<\/p>\n<h4 class=\"d-flex align-items-center hl-wawi\" id=\"output-methods-for-labels\">Output methods for labels <span id='anchor-output-methods-for-labels' data-href='#output-methods-for-labels' class='far fa-link' data-anchor><\/span><\/h4>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/ausgabe-etiketten-auswahl-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/ausgabe-etiketten-auswahl-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/ausgabe-etiketten-auswahl-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/ausgabe-etiketten-auswahl-jtl-wawi.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/ausgabe-etiketten-auswahl-jtl-wawi-768x170.png 640w\" width=\"862\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"191\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/ausgabe-etiketten-auswahl-jtl-wawi.png&quot;,&quot;w&quot;:862,&quot;h&quot;:191}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p><b>Billing address:<\/b> You can choose whether you want to <span class=\"highlight\">Print<\/span> the labels with the billing address, create a <span class=\"highlight\">Preview<\/span> or make <span class=\"highlight\">Advanced settings<\/span> for label printing.<\/p>\n<hr  \/>\n\t<p><b>Shipping address:<\/b> You can choose whether you want to <span class=\"highlight\">Print<\/span> the labels with the shipping address, create a <span class=\"highlight\">Preview<\/span> or make <span class=\"highlight\">Advanced settings<\/span> for label printing.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"customer\">Customer <span id='anchor-customer' data-href='#customer' class='far fa-link' data-anchor><\/span><\/h3>\t<p>Via the arrow on the <span class=\"highlight\">Customer<\/span> button, you can access functions that are related to the customer of the sales quotation.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/kunde-auswahl-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/kunde-auswahl-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/kunde-auswahl-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/kunde-auswahl-jtl-wawi.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/kunde-auswahl-jtl-wawi-768x173.png 640w\" width=\"820\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"185\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/kunde-auswahl-jtl-wawi.png&quot;,&quot;w&quot;:820,&quot;h&quot;:185}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p><b>Open:<\/b> Select this option to open the customer master data of the customer of the sales quotation.<\/p>\n<hr  \/>\n\t<p><b>View all messages:<\/b> Select this option to view all messages you have sent to the customer. Select the desired message and click <span class=\"highlight\">Open<\/span> to see the details.<\/p>\n<hr  \/>\n\t<p><b>Copy billing address to clipboard:<\/b> Select this option to copy the customer&#8217;s billing address to the clipboard. You can then paste it elsewhere, for example using the keyboard shortcut CTRL + V, even outside of JTL-Wawi.<\/p>\n<hr  \/>\n\t<p><b>Copy shipping address to clipboard:<\/b> Select this option to copy the customer&#8217;s shipping address to the clipboard. You can then paste it elsewhere, for example using the keyboard shortcut CTRL + V, even outside of JTL-Wawi.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"create-sales-order\">Create sales order <span id='anchor-create-sales-order' data-href='#create-sales-order' class='far fa-link' data-anchor><\/span><\/h3>\t<p>Click on this button to create a sales order for the existing sales quotation. Choose between the options: <span class=\"highlight\">Create sales order<\/span>, <span class=\"highlight\">Create and open sales order<\/span>, <span class=\"highlight\">Create and output sales order<\/span>.<\/p>\n\t<p><b>Customer statistics:<\/b> Use this option to view the customer&#8217;s statistics. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/statistik\/kundenstatistik\/\">here<\/a><\/span>.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"combine\">Combine <span id='anchor-combine' data-href='#combine' class='far fa-link' data-anchor><\/span><\/h3>\t<p>With this button you can combine several sales quotations. To do this, select all the sales quotations you want to combine with the Ctrl key and then click on this button. Sales quotations can only be combined if the shipping address and billing address are the same for both sales quotations.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"send-message-to-customer\">Send message to customer <span id='anchor-send-message-to-customer' data-href='#send-message-to-customer' class='far fa-link' data-anchor><\/span><\/h3>\t<p>With this button you can send an email directly to the customer that is stored in the selected sales quotation.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"add-to-purchase-list\">Add to purchase list <span id='anchor-add-to-purchase-list' data-href='#add-to-purchase-list' class='far fa-link' data-anchor><\/span><\/h3>\t<p>Click on this button and select whether you want to add the shortage, i.e. the missing quantity, to the shopping list. The <span class=\"highlight\">Adding items to the purchase list<\/span> dialogue box opens. You can add additional items to the purchase list by entering the <span class=\"highlight\">SKU<\/span> or by clicking <span class=\"highlight\">Add<\/span>.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"trigger-workflow-event\">Trigger workflow event <span id='anchor-trigger-workflow-event' data-href='#trigger-workflow-event' class='far fa-link' data-anchor><\/span><\/h3>\t<p>With this button you can trigger manual workflow events for the selected sales quotation. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/jtl-workflows\/manuelle-workflow-ereignisse\/\">here<\/a><\/span>.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"pane-e-sales-quotation-line-items\">Pane E: Sales quotation line items <span id='anchor-pane-e-sales-quotation-line-items' data-href='#pane-e-sales-quotation-line-items' class='far fa-link' data-anchor><\/span><\/h2><h3 class=\"d-flex align-items-center hl-wawi\" id=\"line-items\">Line items <span id='anchor-line-items' data-href='#line-items' class='far fa-link' data-anchor><\/span><\/h3>\t<p>The line item list provides you with an overview of all line items that are part of the selected sales quotation. Here you can view information such as <span class=\"highlight\">SKU<\/span>, <span class=\"highlight\">Item name<\/span>, <span class=\"highlight\">Quantity<\/span>, <span class=\"highlight\">Net sales price<\/span>, <span class=\"highlight\">VAT<\/span>, <span class=\"highlight\">Gross sales price<\/span>, <span class=\"highlight\">In stock<\/span>, <span class=\"highlight\">Available<\/span>, <span class=\"highlight\">Awaiting delivery<\/span>, <span class=\"highlight\">Purchase list<\/span> and <span class=\"highlight\">Note<\/span>. Right-click on a column header to configure the line item list and to deactivate information columns or to add additional columns.<\/p>\n<h3 class=\"d-flex align-items-center hl-wawi\" id=\"custom-overviews\">Custom overviews <span id='anchor-custom-overviews' data-href='#custom-overviews' class='far fa-link' data-anchor><\/span><\/h3>\t<p>In the <span class=\"highlight\">Custom overviews<\/span> tab, you can use SQL commands to specify which information is to be displayed in your overview. To do this, click the <span class=\"highlight\">Plus button<\/span> in the tab. The <span class=\"highlight\">Configuring custom overviews<\/span> dialogue box opens. Enables you to make the appropriate settings. For more information on this topic, please go <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/eigene-uebersichten-erstellen\/\">here<\/a><\/span>.<\/p>\n\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/eigene-uebersicht-konfigurieren-jtl-wawi-3.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/eigene-uebersicht-konfigurieren-jtl-wawi-3.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/eigene-uebersicht-konfigurieren-jtl-wawi-3.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/eigene-uebersicht-konfigurieren-jtl-wawi-3-1024x495.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/eigene-uebersicht-konfigurieren-jtl-wawi-3-768x371.png 640w\" width=\"1090\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"527\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/eigene-uebersicht-konfigurieren-jtl-wawi-3.png&quot;,&quot;w&quot;:1090,&quot;h&quot;:527}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"mt-5 card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-wawi\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h4 class=\"d-flex align-items-center hl-wawi\" id=\"related-topics\">Related topics <span id='anchor-related-topics' data-href='#related-topics' class='far fa-link' data-anchor><\/span><\/h4>\n<ul class=\"list-reset list-icons list-custom-square list-wawi\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/creating-sales-orders-from-sales-quotations\/\" title=\"Creating sales orders from sales quotations\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating sales orders from sales quotations\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/sending-sales-quotations-to-customers-via-email\/\" title=\"Sending sales quotations to customers via email\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tSending sales quotations to customers via email\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/combining-sales-quotations\/\" title=\"Combining sales quotations\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCombining sales quotations\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-details\/\" title=\"Detailed description: Sales quotation details\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tDetailed description: Sales quotation details\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-details\/\">[&#8230;]<\/a>","protected":false},"author":2,"featured_media":0,"parent":251734,"menu_order":531,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-236005","page","type-page","status-publish","hentry","pages_category-angebote-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Detailed description: Sales quotation management &#8211; JTL-Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Detailed description: Sales quotation management &#8211; JTL-Guide\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, [...]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/\" \/>\n<meta property=\"og:site_name\" content=\"JTL-Guide\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-12T09:21:12+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"18 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/\",\"url\":\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/detailed-description-sales-quotation-management\/\",\"name\":\"Detailed description: Sales quotation management &#8211; 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