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-⁠0417

ABC Cosmetics

Quotation SentStandardExisting client

Lifecycle

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

Quotation Sent4 / 5

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

Next step

Quotation Q2026-⁠0152 awaiting client reply

Follow-up · 10 OctOwner · D. Rossi

Demo controls only. Changes reset on reload.

More

Quotation

Q2026-0152Sent 03 Oct, valid to 17 OctDelivered

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

Intake

Source: Email
Received: 02 Oct 09:30
First reply, target 24 h: 02 Oct 11:10, within 24 h
Automatic reply: Standard price reply sent automatically
Request: Hand gel, sachet 50 × 70 mm, PP-based, 12 000 pcs

Contact

Jana Kováčová

jana@abc-cosmetics.example

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

History

02 Oct

09:30
Lead created from an email enquiry
System
11:10
State set to Quotation Sent
D. Rossi

Notes

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