Sales quote troubleshooting
Goal
Unblock common failures when creating, editing, or converting sales quotes.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| 422 on save | Missing customer, empty lines, qty ≤ 0, policy-required field | Read the validation message; complete party/lines/warehouse/notes as Sales setup requires |
| Cannot convert | Already converted; workflow forbids transition | Open the existing order/invoice or check Sales setup workflow |
| Cannot delete | Quote is converted | Leave history; work on the converted document |
| Cannot edit | Not draft (converted/cancelled) | Create a new quote |
| Workflow create denied | Root create blocked by policy | Convert from another path if allowed, or ask admin to adjust workflow |
| Item not sellable | Item flags block sale | Fix item master or pick another item |