Quotes¶
A quote is a price proposal for a customer who is considering a purchase but has not yet confirmed. Quotes do not affect stock levels — inventory is only deducted when the quote is accepted and converted.
Creating a quote¶
Navigate to and create a new quote. Select the customer and add the items they are interested in, along with pricing and any applicable discounts.
If the quote is for a repair, enable the Repair quote toggle on the sidebar. This switches the item form to the repair layout with repair comments and workshop assignment.
Accepting a quote¶
When a customer confirms, open the quote and use the status dropdown to select one of:
Quote accepted → Sale
Quote accepted → Repair
Quote accepted → Creation
This converts the quote into the chosen order type. The original quote ID is preserved for reference, and a new order ID is generated. Stock is deducted for product items at the moment of conversion, and any items marked as “to order” will automatically create supplier orders.
Duplicating a quote¶
Use to create a copy of an existing quote. This is useful when preparing similar proposals for different customers.
Documents¶
Generate a Quote PDF to send to the customer. The PDF can include a Pay now button that links to an online payment page.
See also