Creating a Sales Quote

The sales cycle mirrors procurement in structure — quote, then order, then delivery, then invoice, then payment — and a quote is where it starts: a price offered to a customer that isn't yet a commitment on either side.

A quote doesn't touch stock or the ledger

Like a purchase order, saving a quote is entirely non-committal — no stock is reserved, nothing posts to your books. It exists to be printed or sent to a customer for their sign-off. Once accepted, the next tutorial covers turning it into a real sales order with one click, carrying every line item across.

Pricing here defaults from the item's sales price but is fully editable per line — this is where a volume discount or one-off customer pricing belongs, rather than changing the item's master price for everyone.

Tips

• A quote can sit indefinitely without becoming a sales order — there's no expiry that silently deletes it, though it's good practice to follow up before pricing goes stale.
• You can quote an item even if there's currently no stock on hand; stock is only checked once you get further down the cycle to a delivery note or invoice.
• Multiple items and quantities can go on one quote to one customer — build the whole proposal in a single document.