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Quotations Management

The Quotations module allows you to create and manage customer quotations with full support for item-level pricing, discounts, and tax calculations.

11.1 Manage Quotations​

The Manage Quotations page lists all quotations with details such as quotation number, customer, quotation date, due date, subtotal, tax, total amount, and status. Use the search bar or Filters to narrow results by customer, status, or date range. Overdue quotations are highlighted in red. Each quotation displays a status badge showing Draft, Sent, Accepted, or Rejected.

11.2 Create Quotation​

Click the “Create” to open the Create Quotation form. Fill in the quotation date, due date, customer, warehouse, payment terms, and any additional notes. In the Quotation Items section, click “Add Item” to add products with quantity, unit price, discount percentage, and tax. The Quotation Summary automatically calculates the subtotal, discount, tax, and total amount. Click Create to save.

11.3 Quotation Actions​

Each quotation row includes action icons to manage the quotation.

  • Download: Download the quotation as a file.
  • Send Quotation: Send the quotation directly to the customer.
  • Duplicate: Create a copy of the quotation.
  • View: Open the quotation in read-only mode.
  • Edit: Modify the quotation details.
  • Delete: Remove the quotation from the system.

For sent quotations, the following additional actions are available.

  • Approve: Mark the quotation as accepted.
  • Reject: Mark the quotation as rejected.
  • Create Version: Create a new version of the quotation to track revisions.