Offers in pixi* follow a lifecycle. Each offer status presents certain limitations to ensure correct workflow of the documents.
Limitations: Offers with statuses NEW and OFF are fully editable, but you cannot change the customer the offer is intended for. Offers with statuses WON and LOST are not editable (you can still add notes and also comments on order lines).
Offer Header
Note that offer header title information is read-only and cannot be modified. It consists of:
Offer type: B2B (business-to-business) or B2C (business-to-consumer).
Offer number: automatically generated number, which serves as offer identification.
Customer: customer name.
Offer status: status of the offer.
Order number: number of the order, automatically generated by pixi*, when an order is created out of the offer.
Field |
Description |
Title |
Title of the offer. |
Owner |
User name of the responsible sales person which needs to be a pixi* user, can be used for calculation of commission. |
Created |
The date when the offer was created. |
Created by |
User name of the person who created the offer. |
Modified |
Date when the offer was modified. |
Modified by |
User name of the person who changed the offer. |
Valid Until |
The date until which the offer is valid, read from Valid until field in the Offer General tab. |
Offered |
The date when the offer status was changed to Offered. |
Offered by |
User name of the person who changed the offer status to Offered. |
Completed |
The date when the offer status was changed to Won or Lost. |
Completed by |
User name of the person who changed offer status to Won or Lost. |
Amount type |
Type of calculated amount: NET for B2B offers and GROSS for B2C offers. |
Lines total (€) |
The total sum of all offer lines, including item discounts. |
Discount (€) |
The general offer discount, read from the Discount field in the Offer General tab. |
Shipping costs (€) |
Shipping costs for the offer, read from the Shipping Costs field in Offer General tab. |
Net amount to pay (€) |
NET amount in €, calculated by pixi* (lines total - discount + shipping costs). |
VAT amount (€) |
VAT amount in € for the whole offer (gross amount to pay - net amount to pay). |
Gross amount to pay (€) |
Gross amount in €, calculated by pixi* (lines total - discount + shipping costs). |
General
Field |
Description |
Offer Information | |
Offer Type |
Type of offer: B2B (business to business) or B2C (business to consumer). |
Title |
Short description by which you identify the offer. |
Comment for customer service |
Text field for transferring important information from an offer to an order. |
Lock customer |
Set customer lock when the offer is transferred to the order. |
Shipping location |
Location from which the items will be shipped - when an offer is transferred to an order, this is necessary info. |
Offer Location |
Location on which the offer is created; needed for reporting purposes. |
Selling Conditions | |
Discount |
Discount for the whole offer (type defined by discount type). |
Discount type |
Choose percentage or amount for discount from the drop-down menu. Auto. % allows you to automatically apply the general customer discount you have entered in pixi* Customer Service. AVA MS 3 |
Valid until |
Date until when the offer is valid. |
Follow up |
Date for a reminder for the sales person to contact customer again. |
Shipping Information | |
Free of shipping limit (€) |
Limit amount for free shipping. If offer lines total is less than the free of shipping limit, shipping costs have to be paid. |
Shipping costs (€) |
Shipping costs for the offer. |
Shipping vendor |
Shipping vendor that will ship the items if offer is transferred to an order (necessary info when status is changed to WON). |
Shipping date |
The date when the related order will be shipped out (important if offer is converted to order)
|
Billing Information | |
Payment type |
Payment type for the offer. |
Account owner |
This information is needed if payment method is direct debit. |
IBAN |
This information is needed if payment method is direct debit. |
BIC |
This information is needed if payment method is direct debit. |
Text for Offer Document | |
Text 1, Text 2, Text 3 |
Three editable text fields which can be printed on the offer document, max. 4000 characters for each field. |
Offer Lines
Column |
Description |
Int. Item Nr. |
Internal item number. |
Item Name |
Descriptive name of the item. |
Quantity |
Quantity of the item. |
Gross price |
Gross price of item. |
VAT (%) |
VAT for item. |
Net price |
Net price of item. |
Discount |
The value of the discount for this offer line. |
Discount type |
Type of the discount, can be either percentage or absolute value. |
Final Gross Price |
Final gross price for the offered items. |
Final net price |
Final net price for the offered items. |
Gross total |
Total gross of the offer line. |
Net total |
Total net of the offer line. |
Comment |
Comment for the offer line. |