The ‘Quotation’ document fixes To access the Quotations list, go to Sales > Sales Documents > Quotations.

A Quotation records an offer made to the a customer and that includes the a list of inventory products and services with prices, discounts, and payment and delivery terms.

To access the ‘Quotations’ document list, go to the ‘Sales’ section (see the figure below).

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The schematic showing how to access the ‘Quotations’ document list

As the list is filled and for convenience of work, you can change its display settings. Click the ‘More’ button in the document list right side toolbar and select ‘Configure list...’ from the drop-down list

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The Quotations list

The list of quotations includes all the quotations available in the system. In the list, each quotation is shown with its effective period, document number and date, amount, and customer company. A check mark in the CO (Customer Order) column indicates that a customer order has been placed based on this quotation.

If you don't see a specific document, filter the list by company, or responsible person; rearrange the list by date or document number or use the Search field to locate the document by amount or contract number. You can change the list display settings to suit your particular needs. To learn more about the lists list display settings, see par. Work see Working with the item list.

Quotation can be created based on the Lead document from the ‘CRM’ section, Project document or Companies  catalog from the ‘Sales’ section.

The following documents can be created based on the ‘Quotation’:

- ‘Customer Order’ ( if a deal was made after a quotation)

- ‘Invoice’ (to arrange the shipment of an inventory after a quotation)

- ‘Proforma invoice’ (to issue the invoice, e. g. when order payment should to be separated into several independent invoices)

- ‘Purchase Order’ (to purchase inventory ordered by a customer)

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An icon with a green check mark ( Image Added ) in the first column indicates that the corresponding quotation is valid on the current date.

Quotations can be based on documents of the following types: Lead or Project.

The documents of the following types can be created based on Quotations:

• Customer Order: To confirm the deal if the customer agrees to the conditions and terms of quotation.
• Invoice: To register the shipment of the goods and rendering the services to the customer.
• Proforma invoice: To issue a proforma invoice that precedes the shipment of goods and explains the delivery terms.
• Purchase Order: To initiate purchasing of the goods ordered by customer.

The toolbar buttons

To manually create a new document of the Quotation type, click the Create button on the toolbar.

To create a document based on the ‘Quotation’a quotation, select the appropriate quotation from in the list, click the ‘Generate’ button the Generate button, and select the required document type. You can do it also by opening the ‘Quotation’ document. Quotation data The data from the quotation will be automatically inserted in the new documents.

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Form for creating documents based on the ‘Quotation’

In the CO (Customer Order) column of the quotation list all the quotations for which the customer order was placed will be marked with a tick.

To print a document, click the Print Image Removed button and choose a printing form. The form will be opened for preview, then it can be edited in the Editing mode. To enable this mode, click the ‘Edit’ button on the toolbar above. Then click the ‘Print’ button.

To save a document in the required format, click the ‘Print’ Image Removed button. The form will be opened for preview, then you can click the Save button, select the saving location and file format.

To send a document via email, click the ‘Print’ Image Removed button. The form will be opened for preview, then you can click the Send button, select the file format and enter the receiver's address.

To see the documents related to the current one (hierarchy structure), click the View Hierarchy Structure button Image Removed. The window containing all the related documents appears. You can open each of these documents (double-clicking it), repost, undo posting or mark for deletion (Image Removed, Image Removed and Image Removed buttons on the left toolbar). You can view the hierarchy structure from the list, or from each document by clicking the corresponding button in a form.

To attach or view files that are already attached to the document, click the Attached files button Image Removed. In the displayed window you can add a file (‘Create’ button) or open an existing one for view/editing (Image Removed, ‘Edit’ and ‘Post and Close’ buttons). You can view attached files either from the list, or from each document by clicking the corresponding button in a formcopied to the new document.

To edit an existing document, double-click the line with the document in the Quotations list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. 

If you need to print the selected document, send it by email, or perform other operations, refer to List toolbar.

See also

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