Sales Quotation

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Introduction

A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific document sequence.

Note: In order to be able to create a sales order from a sales quotation, the quotation document type needs to be properly configured. That means that it requires a document type (i.e. Standard Order) to be defined in the field "Document Type for Order"

The overall flow is very simple:

• Create a sales quotation
• Create a sales order from the sales quotation or reject the quotation

Actions in quotations

• Book: this action allows to process the quotation
• Reactivate: this action allows to add, remove or modify a quotation line/s
• Create a sales order: this action converts the quotation into a sales order
• Reject: this action cancel/reject the quotation

Statuses of the quotation

• Draft: Enter, remove and modify lines is allowed in this status. This status is reached after clicking New or reactivating the document
• Under evaluation: After booking the quotation. In this status the document cannot be changed. Further actions are:
  • Reactivate
  • Create a sale order
  • or Reject the quotation
• Closed - Order created: After creating the sales order the document turns into this status. No further actions are allowed
• Closed - Rejected: When the quotation finally is not accepted by the customer. It is mandatory to enter a reject reason. No further actions are allowed

Note: One quotation one sales order. Several sales order cannot be created from the same quotation

Header

Create a sales quotation and process it when ready.

Lines

Add products to be included in your sales quotation. Each product can be added by creating a new line.

Line Tax

This tab shows the taxes related to the quotation line.

Tax

Edit the taxes applied to the quotation.

Full list of Sales Quotation window fields and their descriptions is available in the Sales Quotation Screen Reference.

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