Commercial

Leads Clients Quotations Change requests

Orders

Order progress (read only)Production Plan (read only)

Client portal view

Sales

View as (review aid)

Quality Finance Sales Client portal

DR

Design prototype with fictional data. Not connected to live systems.

My Work Leads Clients

Lead L-⁠0402

Alpine Labs

WonNon-standardNew client

Lifecycle

New Lead (done)
Qualified (done)
In Communication (done)
Quotation Sent (done)
Won

Won5 / 5

New Lead (done)
Qualified (done)
In Communication (done)
Quotation Sent (done)
Won

Next step

Quotation Q2026-⁠0140 approved before feasibility, order O2026021 waits for the heating confirmation

Follow-up · -Owner · S. Klein

Demo controls only. Changes reset on reload.

Quotation

Q2026-0140Approved by the client 03 Oct, before feasibility. Order O2026021 is in Hard Block until feasibility is approved.Approved

The official Order Form opens for the client only after the quotation is approved.

Intake

Source: Email
Received: 24 Sep 14:30
First reply, target 24 h: 25 Sep 09:10, within 24 h
Automatic reply: Not sent: non-standard request, routed to Sales
Request: Hair oil, stick pack, 5 ml, 12 000 pcs, heating may be needed

Contact

Contact on file

info@alpinelabs.example

Company and billing changes from the client need MINIPAK approval and VAT validation.

History

24 Sep

14:30
Lead created from an email enquiry
System

25 Sep

09:10
State set to Won
S. Klein

Notes

Read only for Operations, Quality and Finance. Sales cannot change production, quality or finance records.