Prepare a priced offer, follow its status and carry accepted work into an order.
Quotation & Sales Orders supports quotation and proforma preparation, customer and product selection, document review, quotation status, sales orders and supported fulfillment. A quotation remains an offer until it is issued and acted on; it is not itself a posted sale.
Maintain the customer and product details behind an offer, then follow the order separately from the quotation.
Search the priced medicine catalogue, assemble line items, set supported validity and customer details, and review the quotation document and status.
Create and update supported customer details used by quotations and sales orders.
Search and review sales orders, inspect order detail and use supported fulfillment actions with cash, bank-transfer or credit context where applicable.
Review the generated quotation document and status transitions; supported manager actions can issue or cancel a quotation.
The quotation, customer order and completed sale are distinct records with supported transitions.
Select a customer and priced products
Prepare and review the quotation
Issue the quotation with manager authority
Review the resulting order and fulfill it through the supported workflow
Open the quotation document and inspect its customer and line-item details.
Review its current lifecycle status and validity date.
Use the separate sales-order register to review resulting orders and fulfillment.
The Web app supports quotation, customer, catalog and sales-order workflows. Quote issue and cancellation are manager-controlled; other actions require the relevant role permissions.
Viewing catalogue, quotation documents and orders requires view permission. Creating customers and commercial transactions requires the corresponding add/edit/execute permission. Issue and cancellation of quotations are manager/admin-controlled.
Quotation and sales-order workflows are part of the core commercial catalogue and included in Pro and cumulative higher editions. Web access requires an active Ultra license.