Create quote
Create quote adds a prospect quotation (QU-) for an account. The new quote is Draft (draft), which means the quote was just created.
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.
Before you start
- An account to join the quote to. The quote stores that account.
How to
Go to Sales → Sales Pipeline → Quotes. Route: sales/sales.quotes-table-with-pivoting.
- Choose create sales account. That header button opens Create quote (
sales/sales.create-quote), in the modal Create new quote. - Fill the quote. The tabs are Key information, Shipping & Billing, Lead information, Internal notes, Customer notes, documents, and Financials. Key information includes the quote items, the quote expiry date, and additional accounts and contacts.
- Press Create. That runs Create quote document (
sales/sales.create-quote-document).
You should see a new row on Quotes. Status is Draft (draft). The quote number starts with QU-.
Check
The Quotes table shows the new row as Draft (draft), and the quote number starts with QU-.
If this fails
| What you see | Why | What to do |
|---|---|---|
The row is Expired (expired) | The quote passed the due date and was expired automatically | Create a new quote. Set Quote expiry date on Key information before you press Create |