Quotations (Sales Quotation)
Go to: Sales → Sales Quotation
Sales quotations are formal price proposals sent to customers before they place an order.
Creating a Quotation
Navigate to Sales → Sales Quotation
Click New to open the quotation form.
Add Customer Details
Select an existing customer or create a new one. Fill in contact and shipping information.
Add Line Items
| Column | Description |
|---|---|
| Item | Product or service |
| Quantity | Number of units |
| Rate | Price per unit |
| Discount % | Line item discount |
| Tax | Applicable tax template |
| Amount | Calculated total |
Set Terms
- Valid Until — Quotation expiry date
- Payment Terms — Net 30, Net 60, etc.
- Terms & Conditions — Standard T&C template
Submit and Send
Submit the quotation and send it to the customer via email or download as PDF.
Quotations can be converted to Sales Orders with a single click using Make → Sales Order. All details carry forward automatically.
Quotation Statuses
| Status | Description |
|---|---|
| Draft | Not yet sent to customer |
| Open | Sent and awaiting customer response |
| Ordered | Customer accepted — converted to SO |
| Lost | Customer declined |
| Expired | Validity date has passed |