Sales quote setup

Goal

Configure tenant settings that affect sales quotes.

Who it is for

Tenant admin / sales admin (sales.admin).

Preconditions

• Permission to open Trade → Sales setup.
• Sales module enabled.

Steps

1. Enable the sales module for the tenant if needed.
2. Open Trade → Sales setup. Review workflow policies that allow or block create and convert for quotes.
3. Set required fields (party, warehouse, notes, billing address) that apply when saving quotes.
4. Confirm document numbering for key sales_quote (quotes are numbered on create).
5. Assign roles: sales.view to list, sales.manage to create/edit/convert/cancel, sales.send if you use send APIs.

Result

New quotes inherit correct defaults, required fields, and permissions.

Related

• Enable modules
• Users and roles
• Create a quote