For the person continuing the sale
Move the sale forward with the right document.
A showroom proposal, a retailer request and a completed sale each call for a different next step.
Choose your starting point.
Estimate
Review the selected tile, measured quantity and proposed amount with the customer.
Read the document explanationChoose the document for the task. Review stock and payment effects separately.
Sales teams continuing an existing request into a customer document.
- The current customer reference
- The supported continuation
- Review before saving
Check the result before continuing.
Review the customer, tile lines and quantities in the new record. Stock and receipts need their own checks; an Estimate is not a payment receipt.
Give the next person a clear starting point.
A document handover needs more than the next document’s name. Keep the current reference, the intended result and any unresolved question together.
- A colleague is continuing the work
- Share the current reference and the result you need them to produce. Identify the customer, selected variant and quantity being discussed.
- The expected action is unavailable
- Check the record’s status and the person’s access before creating another record. A duplicate is not a substitute for resolving the unavailable action.
- What was delivered, sold or paid?
- Use the relevant delivery, sale or receipt record for that question. Confirm the actual stock result and money record separately.
A CLOSER LOOK
Before you put it
to work.
A few practical questions about this workflow.
What should I hand to the next team member?
Share the customer, current record reference, intended next action and any unresolved question. A document number alone does not explain whether the work is waiting for review, goods or payment.
Why might a continuation action be missing?
The action depends on the starting record, its state and assigned access. Check those conditions before recreating the transaction or expecting a different document path.
A USEFUL FIRST DEMO
Start with a task your team recognizes.
Bring your usual starting record and the document the customer needs next.
Review the product screen, the saved result and the setup your team needs before choosing a plan.
Book a demo for this workflowTHE NEXT DECISION
Evaluate the document path your team uses.
Compare the business plans and ask about the specific starting record and continuation needed in your sales process.