Offers

With the Offers module, you can create and manage your offers directly in ZEP. Using the stored offer process, several employees can participate in the creation, review and submission of offers. When you place an order, you can transfer the offer to a project or process at the touch of a button. When you use the invoicing module, ZEP automatically creates the associated invoice items for later billing.

An offer goes through the following statuses:

• new

• In Progress

• complete

• (under review)

• (checked)

• Document created

• offered as mail / offered as letter

• commissioned / rejected

You can transfer a commissioned offer directly into a project or insert it as a process/processes into an existing project. The offer items are created as processes and, if possible, planned figures are entered. If you use the invoicing module, planned invoice items are also created according to the offer items.

Create offer templates, optionally with attachments, e.g. your terms and conditions.

Create offers - Authorization

Who is allowed to create an offer for a customer (with the Departments module)?

• A customer manager may create offers for his customers (and for all departments of his customers' projects).

• A department manager may create offers for all customers (of his department) and all of his departments

• An administrator can create offers for all customers (and all departments).

• Users with additional rights/controllers are allowed to create offers for all customers (and all departments) if in Administration > Settings > Offers it is specified that "User with additional rights/controller is allowed to create offers = Yes".