Sales & Quotations
Create a quotation
What this does
Starts the document every other step hangs off. A quotation becomes the sales order, which drives the design, the production order, the delivery and the invoice — so what you set here is what the factory builds.
Before you start
- The customer must exist as a contact, with the delivery address you intend to use.
- Know which pricelist applies — changing it after lines are entered re-prices everything.
Steps
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01
Open the Sales app and click New.
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02
Pick the Customer. The salesperson, payment terms and pricelist fill in from their contact record.
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03
Check the Expiration date — a window price that stands forever is a price you will regret.
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04
On the Other Info tab, confirm the delivery address and the warehouse the job will ship from.
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05
Add your lines: fabricated openings through Create Design, catalogue items straight into the line.
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06
Save.
The two kinds of line
- Fabricated — a window or door you configure and make. It carries a design, an analysis, and its own progress columns through survey, production, delivery and installation.
- Catalogue — handles, sealant, trims, a service charge. Ordinary product lines that ship the ordinary way.
Note
Fabricated lines do not create a normal delivery. They ship on the finished-goods delivery once production is done, which is why a quotation full of windows shows no picking on day one.
Common mistakes
- Changing the customer after the lines are entered. Prices, currency and taxes all re-evaluate, and the numbers you quoted move.
- Typing a description into a product line instead of configuring a design — the factory then has words, not dimensions.
- Leaving the expiration blank on a quotation with volatile aluminium pricing.
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