This tool is used to create a sales quotation or order in Macola 10, Macola ES or Globe.

In standard Synergy, you can configure a sales quotation but the options are limited. Using this tool, workflow and Exact Globe, Macola ES or Macola 10 sales order functionalities have been built into the Synergy quotation and sales cycle.

Functionality with this tool includes:

  • Availability of description fields
  • The option to link the quotation to the steps in a workflow
  • Free fields are available in header and lines
  • Option to select the Delivery & the Invoice debtor
  • Option to select delivery address
  • Availability of all sales order conditional fields
  • Price lists from Macola ES / Macola 10 / Globe
  • Calculation fields, such as net prices
  • Insert lines or move lines
  • All fields available in Word Merge
  • Integration with Macola ES / Macola 10¬† / Globe Sales Order entry
  • Integration with Synergy sales cycle, from opportunity to quotation

This is another option for your resources to enter sales orders into Macola
ES / Macola 10 / Globe using workflow like entry and approval process before