Sales
Quotations & orders

Create offers under Quotation and sales under Order (sidebar Quotations & Orders).

Create a quotation

  1. Open Quotation and click the add button (/quotations/new).
  2. Choose the Customer and the seller, and enter a title, description and dates (quotation date, valid until).
  3. Add item lines, discount and VAT.
  4. Save. Click a row to reopen it.

Convert to an order

  1. Open the quotation or use the row Actions in the grid.
  2. Choose Convert to Order.
  3. A success message confirms it; the new order shows the source in its Quotation column.

You can also create an order directly: Order > add button (/orders/new).

Key grid columns

QuotationOrder
Quotation Number, Quotation DateOrder Number, Order Date
Customer, Stage, StatusCustomer, Seller, Status
Valid Until, Discount, Total AmountDelivery Date, Discount, Total Amount

CRM link

  • From the Pipeline, a stage can open Create Offer or Create Order already linked to the lead.
  • An Offer or Order can create a CRM record or attach to the customer's open lead automatically.

Tips

  • Orders have a row action to generate a report (print document).
OverviewOverview