You can include quotations in the ( > > > ). However, it makes most sense if you have a full CRM license. If you do not have a CRM license, all quotations will be included in the master plan, regardless of the probability that they will convert into actual orders. This could lead to an unnecessary increase of inventory if the quotations are not confirmed.

With a CRM license you can decide only to include quotations with a high probability of converting into orders. If, for example, you enter a probability percentage of 85, all quotations with a probability percentage of 85 and greater will be included.

This is useful if you want to have items in stock and be able to deliver at the time promised in the quotation.

See Also