FAQs covered in this article
From a quote to a production order
Navigate to Commerce > Production requests & quotes
Here, you will see a list of all quote and production requests. To view more details, click on any request to see the single order details.
On the single quote page:
You will see all the details of the client’s quote request, including documents attached to it.
You can approve the quote or send messages to the client directly through the platform.
You can edit the production request (e.g., the products listed) or remove products from the quote if necessary.
Turning a quote into a production order:
Once the quote is approved, the system will notify you within the quote page that it’s ready to be converted into a production order.
You must simply click on “Create production order” button on the top right of the quote page.
After conversion, the production order page will show all the necessary information for preparing and shipping the orders.
Note: Payments for production orders are not processed through Tengiva
Leveraging production orders during trade shows and in-person meetings
Display quotes in real-time: Review and present quotes with clients on the spot during trade shows or meetings.
Make live adjustments: Easily adjust product details, quantities, or pricing based on client feedback.
Follow-up with quotes: After the meeting, clients can instantly access the finalized quote when they return to the office for final approvals.
Convert to production order: Once the client approves the quote, you can immediately convert it into a production order, ensuring quick and seamless sales process.