Sales
Last update:
07/21/2026
Completed
In this topic
Sales Overview
- Introduction to Sales
- Managing Products - Full Field Reference
- Creating & Managing Customers in Sales
- Creating Quotations - Complete Walkthrough
- Sales Order Lifecycle & Management
- Creating & Managing Price Lists
- Setting Up Sales Teams
- Recurring Contracts & Subscriptions
- Sales Analysis Report
- Sales Navigation & Menu Structure
- Product Variants & Attributes
- Sending & Confirming Quotations
- Delivery & Shipping Management
- Discounts & Coupon Programs
- Targets, Commissions & Performance
- Margins & Profitability
- Sales Settings Deep Dive
- Quotation Templates
- Invoicing from Sales Orders
Products
Customers
Quotations
Sales Orders & Delivery
Price Lists & Discounts
Sales Teams & Targets
Contracts & Subscriptions
Sales Reporting & Analysis
Creating Quotations - Complete Walkthrough
Creating a Quotation
Go to Sales > Orders > Quotations and click Create. The quotation form has several sections.
1. Header Area Fields
| Field | Model Field | Behaviour |
|---|---|---|
| Customer | partner_id | Auto-suggests. Pre-fills addresses, price list, currency, payment terms. |
| Invoice Address | partner_invoice_id | Auto-filled from customer. Override for different billing. |
| Delivery Address | partner_shipping_id | Auto-filled. Override for different shipping location. |
| Quotation Date | date_order | Defaults to today. Affects reporting and validity. |
| Valid Until | validity_date | Today + Default Validity Period. Override per quotation. |
| Payment Terms | payment_term_id | Pre-filled from customer. Override for special terms. |
| Price List | pricelist_id | Pre-filled. Override recalculates all line prices. |
| Currency | currency_id | Set by price list. Read-only once selected. |
| Salesperson | user_id | Defaults to current user. Affects commission and reporting. |
| Sales Team | team_id | Defaults from salesperson's team. Manual override possible. |
| Source Document | origin | Reference to originating document (CRM opp, PO). Auto-filled if created from another doc. |
| Tags | tag_ids | Categorise for filtering - Rush, International, Q1 Promotion. |
2. Order Lines Tab
- Click Add a Product. Start typing product name or reference.
- Quickenerp shows: product name, available stock (green/red), unit price (from price list), taxes.
- Enter Quantity - subtotal updates in real time.
- Unit Price - Pre-filled from price list. Manual override allowed (per permissions).
- Discount (%) - Appears if enabled in Settings.
- Delivery Lead Time - Expected dispatch date based on lead times.
3. Section & Note Lines
- Section - Section header (e.g. "Office Furniture") for structuring long quotations.
- Note - Text note (e.g. "Delivery within 2 business days"). No price.
4. Other Info Tab
- Shipping Method - Select carrier. Rate auto-calculates if configured.
- Incoterm - EXW, FOB, CIF, DDP for international shipping.
- Warehouse - Which warehouse fulfills the order.
- Fiscal Position - Auto-detected by customer country. Override for special tax.
5. Terms & Conditions Tab
Pre-filled from quotation template or company settings: delivery terms, payment terms, warranty, governing law.
Saving & Reviewing
- Click Save - draft quotation. Status bar shows "Quotation" in grey.
- Click Preview - see PDF version before sending.
Recent Improvements
- Inline Customer Creation - Type new customer name directly in field, create on the fly.
- Product Search Grid - Searchable grid showing stock, price, category.
- Multi-Currency Live Rates - Prices update in real time when changing price list/currency.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.