The Quotations & Orders sidebar group has three items.
| Item | What it is |
|---|---|
| Quotation | Offer sent to a customer |
| Order | Confirmed sale, optionally created from a quotation |
| VAT Option | VAT choices available on documents |
See Quotations and orders for the step-by-step guide.
Flow
- Create a Quotation for a customer (or from a CRM lead on the Pipeline).
- Convert it to an Order when the customer accepts.
- The Order grid keeps a Quotation column showing the source.
Customers, sellers and items must exist first: see Customers and Items.