Quotes
Quotes is the list of prospect quotations (QU-). You use it to read each quote and to set a status. Jobs that open a form, send the quote, or create another record have their own pages.
Process flow
Quote to cash, in catalog order.
- Lead — Raw prospect, joined to an account for qualification into an opportunity.
- Opportunity — Qualified deal linked to an account and a contact, progressing toward quote conversion or a recorded loss.
- Quote — Prospect quotation (QU-) joined to an account and a customer group, convertible to an order once won.
- Order — Confirmed customer sales order (SO-), driving shipping and invoicing.
- Bill Of Landing — Carriage contract (BOL-) through transit.
- Invoice — Customer receivable (INV-), posted against a customer account.
- Bank Payment Match — Link (BPM-) pairing a bank transaction with invoices or bills.
- Reconciliation — Matching record (RC-) pairing ledger entries to bank transactions.
How to
Go to Sales → Sales Pipeline → Quotes. The menu label is quotes. Route: sales/sales.quotes-table-with-pivoting.
The header button create sales account opens Create quote. On a row, Update, Send email, Create sales order, and Create opportunity sit under Options. Those four are their own pages.
- Open the row menu. Information holds View quote activity (
sales/sales.view-quote-activity). You are still looking at this quote. - Under Status change, choose one status. None of these open a form.
| Choice | Flow | Sets | From |
|---|---|---|---|
| Mark as open | Approve Quote (sales/sales.approve-quote) | Open (open) | Draft (draft) |
| Acknowledge | Acknowledge sales quote (sales/sales.acknowledge-sales-quote) | Acknowledged (acknowledged) | Open (open), Rejected (rejected) |
| Mark as won | Update quote status to won (sales/sales.update-quote-status-to-won) | Won (won) | Open (open), Acknowledged (acknowledged) |
| Mark as Lost | Update quote status to lost (sales/sales.update-quote-status-to-lost) | Lost (lost) | Draft (draft), Open (open), Acknowledged (acknowledged), Rejected (rejected) |
| Reject | Reject Quote (sales/sales.reject-quote) | Rejected (rejected) | Draft (draft), Open (open), Acknowledged (acknowledged) |
| Cancel quote | Cancel Quote (sales/sales.cancel-quote) | Canceled (canceled) | Open (open) |
- Under Options, Duplicate is one click. It has no form and no flow. Delete runs Delete quote (
sales/sales.delete-quote). reactivate runs Reactivate quote (sales/sales.reactivate-quote) and sets Open (open) from Rejected (rejected).
You should see Status on the row match the value that choice writes. The quote number starts with QU-. Expired (expired) is not a choice. The quote expires when it passes the due date. Won (won) means the prospect is now a customer, and other quotes that share the opportunity are Lost (lost).
Check
The row menu shows Information, Status change, and Options. After a status choice, Status shows the value that choice sets.
If this fails
| What you see | Why | What to do |
|---|---|---|
| Status does not change | The choice only accepts the statuses in From | Read Status on the row, then choose the row whose From list includes that status. To return a rejected quote to Open (open), choose reactivate |