Find sales quotes

Goal

Find, filter, and open sales quotes.

Who it is for

Sales clerk with sales.view. Create/convert/delete need sales.manage.

Preconditions

• Module sales enabled; permission sales.view.

Steps

1. Open Trade → Sales quotes.
2. Filter by status (draft, converted, cancelled) or search by number/customer.
3. Open a row for detail.
4. Choose New to create a draft (sales.manage).
5. From a draft row: primary To order, or menu To invoice, Edit, Delete (delete only when not converted).

Result

You locate the quote and continue to convert, edit, or cancel.

Related

• Create a quote
• Convert or cancel
• Edit a quote