Overview
Quotes are used to record proposed sales before a customer confirms an order. They allow users to enter pricing, products, quantities, notes, and expiry details without affecting stock on hand or creating sales order commitments.
In this section, we cover how to create and manage quotes in Jiwa, including maintaining quote details, using quote snapshots, setting expiry information, and converting quotes into sales orders when the customer is ready to proceed.
This section is intended to help users understand how quotes fit into the sales process, from preparing a customer quote through to creating the related sales order for fulfilment and invoicing.