Using sales module with opportunity

SuiteCRM Forum - English Language
1

hello does somebody use the sales module (AOS) linked with opportunity
I did not find any documentaion (except standard doc describing each step)

I need to know what is the right process ?

starting with an opportunity and creating a quote or the opposite

I don’t really understand the best way to have a simple usage and well linked

the standard documentation explain thet “The Advanced OpenSales suite of modules allow you to manage the Post-Opportunity Sales processes such as Quoting, Invoicing and recurring Contracting.”

it is indicate "the POST Opportunity process but when you create a quote you can directly create an opportunity at 65%.

in my test I allready created an opportunity and this process broke the link with my previous opportunity

does anybody can help me

thanks

2

The usages depends on how your business logic works. Are you sending quotes to Customers or you have leads that you want to send some initial quotes/pricings?

3

hello
for my business I create an opportunity first and then I propose a quote at a time.

finally do you know how this module has been developped? I mean for what best practice

4

If you read the details of both modules below, you will see that Quotes are related to Opportunities so if you create Opportunity against a Lead and then Associate a Quote with that Opportunity that is totally fine.
On the other hand businesses usually Send Quotes to Their Converted Leads i.e. Contacts or Accounts. So in practise that is preferable.


5

Thank you
I am working on some modification to be sure the system is complete

when I create an opportunity, as soon as I go from 30% to 60% I create a quote.
if the quote is in “draft” status the price does not go up to the opportunity. if the status is “delivered” the price goes up in the opportunity. if I create a second quote for the same opportunity, the price that goes up is that of the most recent quote. finally if I declare the lost opportunity I close the quote. and if i declare the opportunity closed won I change the status of the quote as “to be invoiced”
also if I change the amount of an open quote the amount goes directly to the opportunity.
this is what I am trying to developp.

In my case we are cancelling the possibility to create an opportunity dirctly in a quote.

thanks for your answer