Quotes and orders

✓Before you start

• The customer exists and has a delivery address.
• The customer has a start balance for the current year. Without it the document can't be processed, and the app reports that the account has no start balance for the year.
• Numbering series exist for quotes and orders.

🔑Required permissions

The role needs permission to view, create and edit sales quotes and orders.

1. Create a quote

1. Open SalesSales quotes and click Add new record.
2. Select the customer. The address, payment terms and currency are filled in from the customer's card.
3. With Products, add the products and quantities. Prices come from the product and can be changed.
4. Save.

2. Approve it and make an order

With Next status, choose Approved. Then, with Next progress, choose:

• Make an order – a sales order is created with the same lines, and the quote moves to Closed ordered.
• Make a contract – a sales contract is created, and the quote moves to Closed contracted.

An order can also be created directly, from SalesSales orders.

3. Approve the order

With the order's Next status, choose Approved. On approval the app checks:

• Lines – the order must have lines.
• Credit limit – if the customer has a credit limit, their exposure together with this order must not exceed it. If it does, approval is refused with a message saying by how much. A user with permission to override the customer credit limit can still approve, and the app records that. A limit of 0 means no check.
• Shipping advice – with Completely, the whole quantity is prepared for shipping and invoicing at once.

4. Process the order

From the approved order, with Next progress, choose what happens next:

Action	What it does
Make a shipment	Creates a shipment and ships the goods.
Make a shipment(Wait for shipping)	Creates a shipment in Waiting for shipping. The goods ship later, from the shipment.
Make an invoice	Creates an invoice and processes it right away.
Make a shipment + Make an invoice	Shipment and invoice in one step.
Make a shipment(Wait for shipping) + Make an invoice	The invoice is processed, the goods wait to leave.

The order is Partially Processed while anything is not yet shipped or invoiced, and Fully Processed once everything is done. It is then locked.

⇄Effect on stock and ledgers

• The order itself changes neither stock nor the customer's balance. The shipment and the invoice do that: Shipments and invoices.

Closing early and canceling

• A partially processed order can be closed by hand as Fully Processed. The unshipped remainder stays visible on the lines.
• An order can be canceled or can expire. It is then locked.

↺How to fix or reverse it

An order with shipments or invoices made from it is reversed together with them. See Correction and reversal.