Demands Module

Overview

The Demands module is used for actively contacting suppliers and obtaining price quotes for products, materials, or services you want to purchase. Unlike the Offers module (which serves for offering your products to customers), the Demands module represents the opposite direction - you act as the buyer and request price conditions from suppliers.

Key Differences

• Demands - requests for price quotes FROM suppliers (you are the buyer)
• Offers - price quotes FOR customers (you are the seller)
• In demands, you set "buyer" information - your company details
• In demands, you enter "supplier" - the company you want a quote from

Access Rights

• Level 0 - No access to demand group
• Level 1 - View only: Can see all demands, cannot edit
• Level 5 - Create and edit own demands
• Level 10 - Edit all demands in group
• Level 15 - Full control including deletion

Demand Groups

Each group has its own:

• Document number series (prefix, year format, suffix)
• Buyer information (your company - name, address, ID, VAT)
• Bank accounts (up to 3 for different currencies)
• Logo for document printing
• User access rights

Creating a Demand

1. Select the correct demand group
2. Click Create Demand
3. Fill in basic information:
   • Name - Brief description
   • Order - Optionally link to an order
   • Company (supplier) - Select from CRM
   • Contact person - Select contact from CRM
   • Currency - Select currency
   • Valid until - Expiration date
4. Optionally attach files
5. Click Save
6. Add items to the demand

Adding Items

Free Items

Click Add Free Item Row. Fill in: Code, Name, Quantity, Unit, Price/unit, Discount %, VAT rate, Customs code, Note.

From Products

Click Add from Products, select product, enter quantity. Product details auto-fill from catalog.

From Warehouse

Click Add from Warehouse, select warehouse, choose item, enter quantity.

Editing Items

• Click on any field to edit directly in table
• Changes save automatically when leaving field
• Totals recalculate automatically

Bulk Price Adjustment

Click Edit Prices to adjust all items at once:

• Increase/decrease by fixed amount
• Increase/decrease by percentage
• Set discount for all items
• Change VAT rate for all items

Text Above/Below Items

• Text above items - Displays above item table in PDF
• Text below items - Displays below item table in PDF

Notes

Add notes to track communication and changes. Notes include date, user, text, and optional attachments.

PDF Generation and Email

1. Click Print & Email
2. Set PDF parameters: Language, show notes, show images
3. Click Generate PDF
4. Optionally send via email to supplier

Filtering Demands

Filter by: Year, Status, Name search, Date range, Created by, Company.