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Customer Inquiries

A Customer Inquiry captures a customer's interest before it becomes a firm order — a request for a quote, availability, or pricing. Recording inquiries means nothing gets lost between "the customer asked" and "we raised an order," and it gives your team a pipeline of potential sales to follow up.

Use a Customer Inquiry to:

  • Log an incoming request from a prospect or existing customer.
  • Track what they're interested in and follow up on it.
  • Convert a promising inquiry into a Sales Order without re-keying.

The Customer Inquiry list​

Open Sales → Customer Inquiries to see logged inquiries, filter them, and open any one for detail.

📷 Image placeholder — Customer Inquiry list

The inquiry list showing example rows (Inquiry No, Date, Customer, Subject/Item, Status) and the Create button top-right.

Create a Customer Inquiry​

  1. Go to Sales → Customer Inquiries and click Create.
  2. Complete the General details (see below).
  3. Attach any supporting files on the Documents tab.
  4. Click Save.
📷 Image placeholder — Create Customer Inquiry form

The inquiry create form with the header fields (customer, date, reference) and the general details section (what the customer is asking about). Highlight the Save button and the Documents tab.

General details​

FieldWhat to enter
CustomerThe customer or prospect making the inquiry
Inquiry dateWhen the inquiry was received
ReferenceThe customer's own reference, if any
DetailsWhat the customer is asking about — items, quantities, questions
NoteAny internal follow-up notes

Documents​

Use the Documents tab to attach related files — an emailed request, a specification, or a drawing the customer sent.

Follow up and convert​

Once you've responded and the customer confirms, convert the inquiry into a firm Sales Order. The order carries forward the customer and the details you captured, so you continue from where the inquiry left off rather than starting over.

📷 Image placeholder — Inquiry detail with follow-up

The inquiry detail screen showing the captured request and the action to move it forward (convert to a Sales Order), plus the status of the inquiry.