Quotations
Demo School quotes 20 exercise books at KES 80 each, a KES 1,600 offer before any applicable document tax treatment. The quotation identifies what is offered and until when; it is not a receipt of payment.
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Prepare the quotationReview and share the offerRecord the customer’s decisionAn action is unavailableContinue withPrepare the quotation
- Open Selling > Quotations and select New quotation.
- Choose the customer and review Posting date and Valid until.
- Add the product, description, quantity, unit price and income account on each line. Check the total and internal remarks.
- Use the adjacent save menu to retain a draft, or Create and submit quotation when the offer is ready.
Review and share the offer
Open the quotation to review its status and available PDF or Print preview output. The quotation actions also provide link, email or WhatsApp sharing where enabled. Check the recipient and output yourself; opening a share action is not evidence that a message was delivered.
Duplicate creates a separate draft with a copy reference. Review its dates and prices before submitting it as a new offer.
Record the customer’s decision
An eligible quotation also offers Create invoice for a direct billing route. That prepares a draft Receivables invoice for review; it does not deliver stock. Choose the route that reflects what actually happened.
- For an eligible open quotation, select Create order to carry the agreed source into a sales order.
- Review the remaining quantities and the new order before submission.
- If the offer is lost, use the available lost action and retain the commercial reason.
An action is unavailable
- Check whether the quotation is still a draft, expired, lost, cancelled or already fully used.
- Check your permissions and refresh if another user changed its status.
- Do not duplicate an offer simply to bypass a consumed quantity or a blocked state.