AWRA Help Center

Customer quotes live under Sales → Quotes. This page is the short version; the full guide, including sales orders, stock reservation and the three PDFs, is Quotes & Sales Orders. Quotes that suppliers send you are a different thing, handled in Procurement — see Vendor Quotations.

The Life Of A Quote

1. Draft — click New quote, choose the customer, add lines and an optional valid-until date. Leave prices blank to use the customer's price list.
2. Approved — with quote approval on (the default), someone with permission to approve quotes clicks Approve quote. Until then the quote cannot be sent, answered or converted.
3. Sent — Send quote emails the PDF with a link the customer can open without an account. The link expires with the quote.
4. Accepted or declined — by the customer from the link or the customer portal, or recorded by your staff after a call. The quote's author is notified.
5. Converted — into a sales order, or invoiced directly when the stock is on hand. A quote converts once.

Quotes past their valid-until date are marked expired every night and can no longer be answered, sent or converted.

Quotation And Proforma

Every quote can be downloaded as a quotation or as a proforma invoice. The proforma is numbered PF- followed by the quote number, is headed as not a tax invoice, and is never filed to eTIMS.

Permissions

Viewing, creating, editing, approving and deleting quotes are separate permissions; sending a quote and recording an answer need the edit permission. Quote approval can be switched off under Settings → Sales & POS → Sales Defaults.

Common Mistakes

• Editing an approved or sent quote resets it to draft (with approval on), and the customer's link stops working until it is approved and sent again.
• Only a draft quote can be deleted; it goes to the trash and can be restored.
• Invoicing directly is refused when stock is short — convert to a sales order instead.