# Offer Overview

The **Offer Overview** in **Surface Solutions** provides central management of all created offers. It allows you to quickly review the status, details, and next steps for each offer.

You can access the Offer Overview via the **"Offers"** item in your navigation bar.

[![image.png](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/scaled-1680-/R1simage.png)](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/R1simage.png)

## Overview and Filters  


In the overview table, you can see the following information for each offer:

- Offer number
- Creation date
- Customer
- Creator
- Status
- Net and gross amount

You can filter offers by **status** and **customer** or use the **free-text search** to find specific offers. Filtering is dynamic, and the overview is updated accordingly.

[![image.png](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/scaled-1680-/giOimage.png)](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/giOimage.png)

## Actions for Offers  


The following actions are available for each offer:

- **Create Follow-Up Offer:** The offer is copied, allowing minor adjustments without creating a new calculation. For more complex changes, duplicating the calculation is recommended.
- **Send Offer via Email or Export as PDF:** Data is automatically adopted from the customer database, the calculation, and the document definition.

## Status "Won" and Order Creation

**The status field** is particularly important:  
When you set the status of an offer to **Won**, the **"Generate Order"** button appears automatically. Clicking this button creates an order based on the offer, adopting all positions, prices, and information.

[![image.png](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/scaled-1680-/kQkimage.png)](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/kQkimage.png)