Prepare a quote and convert it to a sale
A quotation presents items, prices and terms before the sale. Check validity and the resulting document when converting; a quote itself is neither an invoice nor a receipt.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Open Sales quotations and create a quote; choose customer, currency, date and validity.
- Add items, variants, quantities and units; review each line's price, discount and tax.
- Enter relevant terms and notes, save, then inspect print preview for customer details and total.
- After acceptance, use the available conversion action; review the order or invoice before saving.
- Check the link to the source quote; do not manually create another invoice if one was already generated.
Watch this distinction
Quote prices may need review when currency, tax or customer terms change. Sending a quote does not establish acceptance.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.