Quotes
Create a prospect quotation (QU-) for an account so it can be sent, and converted to an order once won.
Before you start
- The account for this prospect already exists.
How to
Go to Sales → Sales Pipeline → Quotes. Route: sales/sales.quotes-table-with-pivoting.
- Choose create sales account. That opens Create new quote.
- Press Create. That runs Create quote document (
sales/sales.create-quote-document).
You should see the quote status Draft (draft) and a number that starts with QU-.
Check
The Quotes row shows Draft, and the number starts with QU-.
If this fails
| What you see | Why | What to do |
|---|---|---|
The quote is Expired (expired) | It passed the due date | Create a new quote |