Sales Inquiry Guide

How to capture customer demand at an early stage, review item requirements, and later convert the inquiry into the right sales document.

Sales Customers End-User Guide

Overview

Tab Path: Customers > Sales Inquiry

Sales Inquiry is useful when a customer request is still at an enquiry stage and should be recorded before it becomes a quote, order, invoice, or cash sale.

Main purposeCapture customer demand before the sales process is finalized.
Useful forComparisons, special requests, pre-order discussions, and early sales planning.
Next stepConvert the inquiry to the correct sales document when the request becomes actionable.

When To Use It

Use Sales Inquiry When Use Another Document Instead When
You need to record what the customer is asking for, but you are not yet ready to bill or commit the sale. You already know the final commercial terms and need a formal quote, order, invoice, or sales receipt.

Workflow

  1. Select the customer and review the document date, required date, store, employee, and reference.
  2. Enter the requested items, quantities, units, and any related job details.
  3. Use the notes, custom fields, or documents area when the enquiry needs extra explanation or supporting files.
  4. Save the inquiry so it can be reviewed and followed up.
  5. When the enquiry becomes actionable, convert it into the correct sales document.
Tip: Sales Inquiry is especially useful when you want a clear record of customer demand before committing prices or fulfillment.

Conversion Options

QBM can help move a sales inquiry into the next appropriate stage of work.

  • Change to Cash Sale: use when the enquiry becomes an immediate sale with payment.
  • Change to Invoice: use when the customer will be billed on account.
  • Convert to Sales Order: use when the order should be formally tracked before invoicing.
  • Convert to Sales Quote: use when you want to send a formal quotation first.

Important Fields

Field Why It Matters
Customer Ensures the enquiry is linked to the correct sales history and customer information.
Required Date Useful for planning and prioritizing follow-up.
Store / Job / Employee Helps identify which branch, project, or user is responsible for the enquiry.
Item Lines Record the requested quantities and units clearly so the later sales document is easier to prepare.
Reference Useful for customer request numbers or internal follow-up.

Best Practice

  • Use Sales Inquiry for early-stage demand capture, not for final billing.
  • Keep required dates and references complete so follow-up stays practical.
  • Convert the inquiry once the commercial decision is clear instead of retyping the same demand into a new screen.