Win the job

Open the quotation

Why this step

The enquiry becomes a document.

What this does

Starts the document every other step hangs off. A quotation becomes the sales order, which drives the design, the production order, the delivery and the invoice — so what you set here is what the factory builds.

Before you start

The customer must exist as a contact, with the delivery address you intend to use already on their Contacts tab — the order picks it silently and shows no address field of its own.
Know which pricelist applies. Changing it later does not re-price anything by itself; it offers you a button that re-prices everything at once.

Steps

A quotation in the Quotation Sent state: customer, expiration, pricelist and payment terms in the header; the Order Lines tab mixing fabricated door lines with installation and sealing service lines; the four progress columns; and Recalculate Prices and Distribute Amount below the list

01
Open the Sales app and click New.
02
Pick the Customer. Payment terms and pricelist fill in from their contact record; the salesperson does too, or falls back to you if the contact has none.
03
Check the Expiration date — it pre-fills 30 days out. A window price that stands forever is a price you will regret.
04
On the Other Info tab, confirm the Warehouse the job ships from and the Delivery Date you are promising.
05
Add your lines: fabricated openings get a design (see Add a window to a quotation), catalogue items go straight into the line.
06
Save.

The two kinds of line

Fabricated — a window or door you configure and make. It carries a design, an analysis, and its own progress columns through survey, production, delivery and installation.
Catalogue — handles, sealant, trims, a service charge. Ordinary product lines that ship the ordinary way.

Which one a product is comes from the product itself: a fabricated product is set up with a design type, and that is what puts the design buttons on the line. You cannot turn a catalogue line into a fabricated one by wishing.

What the tabs hold

Tab	What lives there
Order Lines	The lines themselves, plus per-line Code, image, price-engine columns, and the four progress columns — Surveyed Qty, Produced Qty, Delivered Qty, Installed Qty — that let you read a job's real state from the order.
Other Info	Salesperson, sales team, customer reference and tags; the Warehouse and Delivery Date; and Create Project (on by default) with its installation project template.
BOQ Inv Options	Contract parties, retention and variation settings for progressive billing — see Invoice a project progressively.
Delivery Location	The site pin: coordinates, a map, and a QR code the crew can scan.
Price Distribution	A log of amounts distributed across lines by the price tools below the list.

Revising instead of overwriting

Create Revision freezes the current quotation and gives you a numbered copy — S00206-R01 — to negotiate on. The original stays readable, which is the difference between a revision history and an argument. Revisions are only possible while the quotation is a draft or has been sent; once it is a sales order the button refuses with "Only draft or sent quotations can be revised."

What confirming actually does

Confirm turns the quotation into a sales order and does exactly three things beyond that: it snapshots each line's price and quantity as the baseline for later contract revisions, it runs the ordinary stock rules for catalogue lines only, and — if Create Project is ticked — it creates the installation project. It does not start production, book a survey or raise an invoice; each of those has its own trigger later in the flow.

Note

Fabricated lines deliberately create no delivery order at confirmation. They ship on the finished-goods delivery once production is done, which is why a quotation full of windows shows no picking on day one.

Troubleshooting

Symptom	Cause and fix
"Some order lines are missing a product, you need to correct them before going further."	A line has text but no product — usually a half-typed line. Give it a product or delete it.
The salesperson is you, not the account manager	The customer's contact record has no salesperson, so the order fell back to the current user. Set it on the contact and it will follow every future order.
No delivery order after confirming a window job	Correct behaviour — fabricated lines ship from production, not from the warehouse rules.
The design buttons are missing from a line	The product is not a fabricated one. Check the product's design type rather than the line.
The quotation shows an Expired ribbon	The expiration date has passed. Extend it or create a revision; nothing else breaks.

Common mistakes

Changing the customer after the lines are entered. Prices, currency and tax position all re-derive, and manual edits are lost quietly.
Editing a sent quotation in place instead of using Create Revision, so nobody can reconstruct what was agreed.
Leaving the delivery date empty and letting the customer assume the earliest one they can imagine.
Assuming confirmation starts the factory. It starts the paperwork; production starts from the survey.

Checkpoint

A draft quotation exists against that customer, with your own reference on it.