Quotes
In DJUST, a quote is a commercial proposal that allows buyers and sellers to structure a transaction before it becomes a confirmed order.
It differs from an order in the following ways:
Criteria | Quote | Order |
---|---|---|
Status | Commercial proposal pending approval | Validated and registered purchase |
Modification | Fully editable (quantities, prices, terms) before approval | Validated and registered purchase |
Commitment | None - represents a negotiable offer | Legally and financially binding |
Transformation | Can be converted into an order | Triggers fulfillment and invoicing processes |
Functional Use Cases
- Facilitate B2B negotiation: A quote allows both parties to align on terms before any commitment is made.
- Simplify complex purchasing processes: Businesses can request multiple quotes, compare offers, and choose the most suitable one.
- Improve control and approval: Some organizations require internal validation before completing a purchase.
Key Characteristics
- A quote can be managed by either the operator or the supplier directly from the back office.
- A conversation thread (chat) is available for both parties — visible to the Customer User on the front and to the supplier in the back office.
- An email notification system alerts all involved actors (Customer & Supplier) of quote updates and activity.
- The supplier can perform the following actions on a quote:
- Modify quantities
- Adjust prices
- Apply specific pricing rules
- Add discounts
- Manage taxes and shipping fees according to each individual request
Updated about 2 months ago