Create offer

With the Labordatenbank you create customer-specific offers for your laboratory tests. After commissioning, these offers can be converted into orders. The exact price offered is taken into account during billing - incorrect invoices are thus a thing of the past.

You can find the offer module in the navigation bar under Customers -> Offers. Here you will find an overview of your current offers with sum, status, order number, and invoice.

Click on Create offer to create a new offer.

Fill in the fields for Recipient and Subject. In the Description field, write a meaningful text for your customer.

Add conditions for validity, payment, etc.

Then click Save to Add price items.

Next point: Add prices and price items

Tip: Create a master offer with your most common parameters or tests. For future offers, you then only need to copy the master offer and change individual details. This saves effort and time!

Last change: 18.08.2025

Allgemeines

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