Using Sales Agreement Management
Learn how managers, agents, and administrators use the Sales Agreement Management application to generate sales agreements from quotes.
To create a sales agreement from a quote, the following conditions must be met:
- Make sure that the selected quote is not converted to another sales agreement. You cannot create multiple sales agreements from a single quote.
- The quote is in a closed or complete state.
- A sales agreement can be created from a quote that is for an account, not a consumer.
The Sales agreement window has the following tabs that help you create and manage your sales agreement.
| Sales agreement tabs | Description |
|---|---|
| Details | Details of the related quote, start and end date of the agreement, and so on. |
| Sales Agreement Line | Details about the product and the services agreed between the buyer and the seller. |
| Order | Displays the list of all the orders placed with the current sales agreement. |
| Price List | Details about the account and currency that is updated from quote header. In the Price List Line table, you can view the actual pricing details about the products and services from the related quote. |