Price lists and Quotations
Quotations capture a supplier's proposal and kick off the purchasing cycle. Back them with price lists to speed up item entry.
Price lists
Access: Finance → Price lists
Create different price lists per job or project, even in different currencies. When you create a list, add its items one by one or in bulk with the importer.
Quotation types
Access: Settings → Finance → Quotation types
Quotation types are linked to the quotations you create and may or may not be tied to a price list. Each type allows a single price list and determines, among other things: whether it's for services or materials, whether items come from a price list, whether repeated items or item-less quotations are allowed, whether the supplier or budget are required, and whether approving it automatically creates a purchase order.
If the quotation type has no price list attached, the quotation's items are entered manually.
Create a quotation
Access: Finance → Quotations
Select New quotation .
Choose the quotation type .
Fill in the general data: supplier, related task, currency and exchange rate, budget (when applicable), comments, and attachments.
Add the items : depending on the setup, they can be preloaded, picked from a price list, or entered manually.
Review quantities, prices, and total, then save.
Quotation statuses
To be confirmed: preparation stage; you complete and correct data.
Confirmed: submitted for evaluation; the main financial data is locked.
Approved: ready to be added to a purchase order.
Processed: the associated purchase order cycle reached its final stage.
It can also move to Rejected or Dismissed, depending on the review.
Only approved quotations can be linked to a purchase order. If it's already linked to an active order, it can't be used in another; cancelling an order releases that link.