Quote → order → delivery

Quote, order and delivery are steps of one item. Sending a quote always passes approval.

Updated:

What is the problem?

Which quotes went out and which turned into orders gets lost.

What does Orygent do?

Each quote becomes one item; sending it goes to approval, and order and delivery are tracked as its steps.

Steps

  1. Prepare the quote

    With amount and currency.

  2. Approve the quote

    The authorised person sees it on one card.

  3. Take the order

    The client’s confirmation is added as a note.

  4. Deliver and close

    With an outcome sentence.

Which step needs approval?

Sending a contract or quote needs approval.