Quotations

Create quotations for customers, track them from draft to completion, and download a PDF.

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View the quotation list

1. Open Quotations from the sidebar; each row shows Number, Status, Customer, Total, and Valid Until.
2. The tabs above filter by status: All, Draft, Sent, Confirmed, Deposit Paid, Completed, Cancelled — each shown as a colored badge.
3. Click any row to open its detail page. Export Excel (top right) exports the current filtered view.

Create a quotation

1. Click New Quotation (top right) to open the create page.
2. Customer Info: pick from Select an existing customer, or type a Customer Name (required) plus phone, address, and tax ID.
3. Order Info: choose the Order Type, Delivery Time, Valid Days (default 7), and Tax Rate %.
4. Items: click Add Item for each line; type the name or use Pick from Product to auto-fill name and unit price. At least one item is required.
5. Adjust remarks and Discount in the note section if needed.
6. Click Save as Draft or Create & Send — you'll land on the new quotation's detail page.

Submitting without a customer name or any items is blocked with a prompt.

Send & change status

On the detail page, action buttons appear based on the current status:

1. Draft → Send Quote moves it to Sent.
2. Sent → Customer Confirmed moves it to Confirmed, or Back to Draft.
3. Confirmed → Deposit Paid or Mark Completed.
4. Cancel is available at any stage; a cancelled quote can be reopened with Restore Draft.
5. While Draft or Sent, Edit (top right) changes it inline; Delete removes the quotation.

Manager permission required to delete a quotation.

Download the PDF

1. On the detail page, click PDF Preview (top right) to open the preview.
2. On the preview, click Download PDF — the browser downloads the quotation PDF.