Sales Enquiry
The Sales Enquiry module helps teams record interest shown by potential or existing customers.
It’s the very first step in the sales journey — useful for gathering product requests, expected quantities, and tentative delivery dates before any quotation or order is created.
Why Use Sales Enquiry?
-
Track Customer Interest Early
Record what customers are looking for — even before they confirm a purchase. -
Improve Responsiveness
Quickly respond to enquiries with pricing and availability by converting enquiries to quotations. -
Organize Sales Leads
Keep a clear trail of product requests and conversations, making follow-ups easier.
Key Actions in Sales Enquiry
| Feature | How It Helps | |
|---|---|---|
| Create | Add Enquiry. | |
| Modify | Make changes if customer needs or dates change. | |
| Delete | Useful if the enquiry was entered by mistake or is no longer needed. | |
| Create Line | Add items to the enquiry | |
| Modify Line | Edit item-level details | |
| Delete Line | Clean up items that were added by mistake or are no longer required. |