knowledge base

A customer might ask you to give them a price for a certain order before committing to actually placing that order. We call this a Sales Quotation or Quote.

To create a new Quote, from the inFlow Menu button, select Sales and then New Sales Quote.

The contents of the Quote, like choosing the customer and products ordered, are the same as the contents of an order.

Sales Order Full Workflow – Order.

When a customer places the order, a valid Quote can be converted to a Sales Order at any time. To do this, simply click the Convert To Order button on the Quote page.

A quote number will be created for your Quote when you first save it. It will be of the format SQ-######. The number sequence for Quotes and for regular Orders is different, so when you convert a quote to an order, the Quote number will be discarded and replaced with a new Order number. You can customize the quote numbers on each quote, or set up the pattern for new quote numbers in Company Settings.

Once you have created a Quote in inFlow, you can print it out or export it to another file format, such as PDF or Microsoft Word.