Inquiry In xentral, the preliminary stage that precedes the offer is the (customer) inquiry. Here you can identify which products and services a potential buyer is interested in. Should the customer’s interest increase, xentral offers the opportunity to create an offer.
A new inquiry can be created using the +NEW button.
In this tab, you can select the customer to whom the inquiry should be addressed, and assign the relevant denominations.
General
Customer: Customer to whom the inquiry should be addressed
Date: Date of creation of the inquiry
Internal denomination: Internal denomination of the inquiry
Project: Assignment of the inquiry to a project
Status: Status of the inquiry
Write protection: If the write protection function is selected, the inquiry cannot be edited
Free text: A free text appears in the inquiry.
Header text: A header text appears in the inquiry.
Master Data: Based on the selected customer, xentral automatically retrieves the relevant customer’s data from the master data. These can be added or replaced manually.
Internal Comment: Internal comment on the inquiry.