Contents

• Overview
• Creating an inquiry
  • Inquiry
  • Positions
  • Preview
• Files

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.

Overview

In the overview you can find a list of all inquiries.

Creating an inquiry

A new inquiry can be created using the +NEW button.

Inquiry

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.

Positions

In this tab you can enter the articles for which you want to create an inquiry.

Preview

The preview shows you how the inquiry will look like.

Files

This tab offers an overview of all files that were added for the inquiry. The drag and drop function also allows you to add further files.