Give a customer a quotation

Q: Is the customer's credit limit checked on a quotation?

Not the amount limit : a quotation does not hold the customer to it. Only the due days on the quotation can be warned about or blocked, by the customer's day rule ( Credit limit and credit days on sales screens ).

Q: Does the IRD receive quotations?

No. Only invoices, sales returns , cancelled invoices and reversed returns are sent ( What IRD-ready means ).

A quotation offers prices to a customer until an expiry date. It records nothing in the books and holds no stock. When the customer agrees, turn it into an order.

Accounting Quotations and orders
3 min read
Updated October 20, 2026

For Sales clerk Owner or manager

On this page

What a quotation is
Make a quotation
After saving
Common questions

What a quotation is

A sales quotation is a price offer. It names the customer, the products, quantities and rates, any adjustments such as VAT and discount, and the date until which the offer stands. It does not touch the customer's account, the sales income or the stock.

Open Sales quotation (menu Quotation). The list shows the quotation number, date, customer, amount, expiry date and Status: Not used, Used on order or Expired.

Make a quotation

Choose Add
Who
Sales clerk
Where
Sales quotation > Add. If your branch has more than one numbering series, choose the one to use.
What changes
A blank quotation opens. The number is given when you save.
Fill the header
What changes
Date, Customer, Agent and Project/Business Unit where your company uses them, Currency, and the Expiry date. The expiry starts a few days after the date (your company's Order expiry day, 7 if not set).
Needs
The expiry date must be after the quotation date.
Add the products
What changes
For each line choose the product, the quantity and the rate. The screen shows the stock status, the amount, the adjustments and the net amount.
Save
What changes
The quotation is saved with its number. It can be printed, copied or turned into an order.

Worked example: a quotation's life

Your company's Order expiry day is 7. On 1 Mangsir you quote ABC Traders 50 chairs at 600 (30,000) with VAT at 13% (the rate set up for this example): 33,900.

Date	What happens
1 Mangsir	Saved with the Expiry date 8 Mangsir and the status Not used. Nothing is booked and no stock is held for the customer
5 Mangsir	The customer agrees. Order on the quotation starts an order with the same customer and lines. The quotation shows Used on order and can no longer be edited or deleted
9 Mangsir, if nobody had ordered	The quotation shows Expired and is not offered on a new order. Copy to new starts a new quotation with the same lines, so the prices can be checked and quoted again

After saving

You want to	Do this
Turn it into an order	Open it and choose Order: see From quotation to order, delivery note and invoice
Offer the same prices to another customer	Choose Copy to new
Change it	Edit, until it is used on an order, approved (where approval is on) or its year is closed
Print it	Print: see Print and reprint invoices
Remove it	Delete, until it is used on an order or approved

Common questions

Is the customer's credit limit checked on a quotation?

Not the amount limit: a quotation does not hold the customer to it. Only the due days on the quotation can be warned about or blocked, by the customer's day rule (Credit limit and credit days on sales screens).

Does the IRD receive quotations?

No. Only invoices, sales returns, cancelled invoices and reversed returns are sent (What IRD-ready means).