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Because the handover is usually a meeting and a document. Delivery re-scopes from the proposal, finance re-keys the terms, and the three versions of the sale drift apart within a month.
When a quote is accepted, its sold lines become the basis for delivery phases in Loop and a billing schedule in Books, both pointing back at the quote rather than copying it.
Acceptance is a state on the quote. Loop reads its lines to open phases with the sold quantities, Books reads its terms to schedule invoices, and both link back so a query resolves to one source.
A £62,000 Cavendish Group order opened four delivery phases and a three-milestone billing schedule on acceptance. The kickoff meeting discussed sequencing rather than what had been sold.
It does not decide how the work is done. Loop opens phases from the sold lines; how they are staffed and sequenced is a delivery decision made by delivery.
Loop for phases, tasks and capacity; Books for the schedule, the terms and revenue recognition; and the deal record keeps the link so margin can be read against what was sold.
Loop records the variance against the sold lines, which is exactly what margin reporting needs.
No. The link waits. Switching a product on later needs no migration, because the record it wants already exists.
Yes. Terms are on the quote, and Books schedules from them.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.