Sales Quotes

The Sales Quotes tab allows you to create, manage, and track quotations sent to customers or prospective clients. Using the Sales Quotes feature, you can efficiently generate clear, professional quotes detailing the products, services, and pricing offered before a sale is finalized.

Creating a New Sales Quote

To create a new sales quote, follow these steps:

1. Go to the Sales Quotes tab.
2. Click the New Sales Quote button.

Understanding the Sales Quotes Tab

The Sales Quotes tab contains the following columns representing essential details for each quote:

• Issue Date — shows the date on which a sales quote was issued.
• Expiry Date — indicates the expiration date for the sales quote, if one has been specified.
• Reference — displays the sales quote reference number for easy identification.
• Customer — indicates the name of the customer for whom the sales quote has been prepared.
• Description — provides an overview or description of the sales quote.
• Amount — shows the total monetary value included in the sales quote.
• Status — displays the current status of the sales quote. The possible statuses are:
  • Active – quote is active and valid.
  • Accepted – sales quote has been linked to at least one sales order or invoice and is considered accepted.
  • Cancelled – quote has been cancelled and is no longer valid.
  • Expired – quote is past its expiry date and no longer active.

By monitoring the status of the quotes, businesses can effectively manage follow-ups and quickly transform active sales quotes into sales orders or invoices as needed.