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Working with quotes

Create a quote, send it and turn it into a sales order.

Updated

Create a quote

  1. Open Quotes and choose to add a quote.
  2. Pick the customer, or create one.
  3. Add line items. Pick a product for each, then set the quantity and check the price.
  4. Set tax, shipping and a discount if they apply.
  5. Set an expiry date. Without one, the quote never expires.
  6. Add notes and attachments, then save. The quote starts as a draft.

Send it

Open the quote's menu. Choose Send PDF via email to email the customer a PDF and a link to the quote online. You can also view or download the PDF yourself. Sending a draft marks it sent.

Get an answer

On the quote page the customer chooses to accept or decline. You and the customer's sales representatives are notified. An accepted quote becomes approved. A declined quote can be sent again after a conversation.

You can also set the status yourself from Set status, for example when the customer says yes by phone.

Turn it into an order

Choose Create sales order from the quote's menu. rastr copies the line items to a new sales order and marks the quote approved. From then on the quote is locked.

Tips

  • Be detailed: put the specifications in the line items so nothing is missed in production.
  • Set an expiry date: expired quotes are marked for you, so old prices do not linger.
  • Clone repeat work: use Clone to start from a similar quote.

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