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The Quotations module is where you put a price in front of a customer and, once they accept, turn that offer into an order without retyping a thing. A is a formal price proposal: it’s tied to a customer and runs one or more , each line carrying its colorways, quantities, and prices. This guide assumes you understand the documents and conversion chain and the style-centric model.

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Creating a quotation

Open the Quotations module and choose “Create quotation”, then fill in the header:
  • Customer — who you’re quoting. Pick from your customer records.
  • Currency — the currency the prices are quoted in.
  • Validity date — the date the offer expires. A quotation past its validity date shows as expired, so both you and the customer know the prices are no longer guaranteed.
  • Terms — the payment and commercial terms text that prints on the quotation.
The quotation number is generated for you and is the quotation’s permanent identifier.

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Adding style lines

A quotation runs one or more styles. For each style line you record:
  • The style’s number and name, and descriptive detail such as Fabric, Gender, and Finish.
  • One or more colorways, each entered with a color name and code.
  • The sizes, and for each size a quantity and a unit price.
The line total and the quotation total are calculated from the per-size quantities and prices as you enter them, so the figure you’re offering is always current.

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Pricing from the cost sheet

A quotation records the price you’re offering; the cost behind that price lives on the style’s . Before you set a quoted price, open the style’s cost sheet to see its factory cost and the customer price your multiplier produces — that’s where factory cost, customer price, and margin are worked out, per style. The cost sheet is the costing tool; the quotation is the offer. Quote with the cost sheet open beside you and your prices stay grounded in real margin. See BOM, cost sheet, and artifact versions for how the cost sheet derives the customer price.

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Sending and managing quotations

Export the quotation as a PDF to send to the customer. The PDF carries your company branding — logo, colors, company details — drawn from your workspace settings, so it goes out looking like your own document. A quotation moves through a clear status flow:
  • Draft — you’re still building it. Lines and terms are fully editable.
  • Sent — issued to the customer.
  • Accepted or Declined — the customer’s response. An accepted quotation is the one you can carry forward.
If a customer wants changes after you’ve sent a quote, you can revise it — the superseded version is kept, so the history of what you offered is never lost.

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Converting to a proforma invoice

Once a quotation is accepted, you can generate a (PI) from it. The conversion creates a new PI document pre-filled from the quotation — its line items, prices, customer, and terms all carry forward — which the customer can use to arrange payment or open a letter of credit. You can adjust the new document where the next step legitimately differs before finalizing it; the quotation itself is unchanged. The PI renders as a branded PDF like every document in the chain. Generating a proforma invoice is switched on by your administrator. Where it’s enabled, the action becomes available once the quotation is accepted.

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Converting to an order

The other forward step is turning the accepted quotation into an — the customer’s confirmed commitment to buy. Converting carries everything forward:
  • the customer and currency,
  • every style line, with its colorways, sizes, and quantities,
  • the quoted prices.
The new order keeps a link back to the quotation it came from, and the quotation is marked converted so you can see it has become live business. From there the order picks up the details production needs — its ship date, trade term, and shipping destination — and drives the rest of its lifecycle. See the Orders module guide for what happens next.