Sales quotes
Menu: Sales → Quote
Quotes let staff price an order before it becomes a confirmed sale. Customers can approve quantities and prices; you then convert or copy into Sales when they order.
Special features
- Quote sub-tab under Sales.
- List: quote reference, customer, date, amount, status.
- Detail: customer, lines, discount, totals, print actions.
- Quote print layouts—see Quote print quantity.
Workflows
Steps
- Open Sales → Quote.
- Use filters or Keyword Search to find a quote.
- Click + New or open an existing quote.
- Add products and prices on the lines grid.
- Print the quote for the customer if needed.
- Convert to Sales when the customer confirms.
Validation rules
| Rule | Detail |
|---|---|
| Customer | Required on active quotes |
| Expiry | Follow site rules for quote validity |
| Quote PDF should match on-screen totals |
Manage Quotes
Manage Quotes — list view
The quote list shows open and historical quotes. Open a row to edit lines or print for the customer.
Quote Details
The quote detail screen holds customer, dates, Sales Items or quote lines, discount, and TOTAL. Save before printing; convert to a sale when the customer accepts.
Related pages
- Sales management — confirmed sales orders.
- Quote print quantity — quantity columns on quote PDF.