Creating a quote
On the Quotes page, click New Quote, pick a customer and currency, enter the items and, if needed, the validity date. If you choose a product for an item, its stock is reserved when the quote is accepted.
Required: Customer, Currency and at least one item.
Optional:
- Opportunity – links the quote to a deal.
- Valid until – today or a later date; the quick buttons set 7, 14, 30 or 60 days.
- Note.
Items
Each row has Product (optional), Description, Qty, Unit price and VAT %. Choosing a product fills in the description, unit price and VAT rate. The subtotal, VAT and grand total are calculated automatically.
Products and stock
If an item is linked to a product, accepting the quote reserves the stock in the default warehouse; converting it to an invoice actually deducts it. Service-type products reserve nothing.
Save as Draft stores the quote; you can then send it to the customer from its page.
Tip: on a deal's page, Actions → Quote also starts a quote. It is created at the deal's value without items; add the items when you edit it.