Create customer quotations
Prepare customer quotations with item details, quantities and commercial terms. Share printable documents from the same record your team works with.
SALES QUOTATION & ORDER MANAGEMENT
Manage quotations and sales orders.
Create quotations, confirm customer orders and track invoiced quantities from one sales workspace.
Included in Basic, Growth and Advance
Sales overview November 2026
Sales order · SO-0088Atlas WorksDrive assemblies & mounting kits
ReleasedOrder total ₹1,18,000Quantity invoiced 60%
Quotation QT-0042Items, prices and terms
Invoice INV-0126₹70,800 · Part of SO-0088
Illustrative workspace · Sample data
QUOTATIONS, ORDERS & INVOICES
Create quotations and track confirmed orders.
Keep customer details, quoted prices, confirmed quantities and invoice progress in ERP. Sales and accounts can check the same records when following up on an order.
Organise confirmed orders
Maintain sales orders, release and cancellation workflows, and the details needed for downstream fulfilment.
Track ordered and invoiced quantities
Review order quantities alongside invoicing progress. Keep pending work visible when an order is fulfilled in stages.
CUSTOMER QUOTATIONS
Prepare quotations
with items, prices and taxes.
Create a quotation for the customer with the products, quantities and rates you want to offer. Keep the quotation date, validity and terms with the document.
01
Add customer and item details
Select the customer and warehouse, then add products, quantities, units and selling rates.
02
Review taxes and totals
Check item values and applicable GST before releasing the quotation.
03
Generate a quotation PDF
Share a printable quotation with customer details, validity, item prices and tax totals. Keep commercial terms saved with the quotation record.
CUSTOMER QUOTATION
ReleasedQT-0042
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Drive assemblyDA-104 · Each | 10 | ₹8,000 | ₹80,000 |
| Mounting kitMK-020 · Set | 20 | ₹1,000 | ₹20,000 |
- Subtotal
- ₹1,00,000
- CGST · 9%
- ₹9,000
- SGST · 9%
- ₹9,000
- Quotation total
- ₹1,18,000
Quotation terms
Payment within 30 days. Delivery within 15 days of order confirmation.
Quotation PDF availableIllustrative workspace · Sample data
SALES ORDER
ReleasedSO-0088
Drive assembly10 each × ₹8,000₹80,000
Mounting kit20 sets × ₹1,000₹20,000
Order total, including GST₹1,18,000
Order released
Customer, items and quantities reviewed.
Linked invoice · INV-01266 drive assemblies · 12 mounting kits₹70,800
Illustrative workspace · Sample data
SALES ORDER CONTROL
Record confirmed orders.
Control release and cancellation.
Maintain the customer’s PO reference, date, item quantities and rates. Review pending orders before release and keep the order status visible to your team.
01
Record the customer’s purchase order
Add the PO reference and date, warehouse, item quantities and prices. Choose fixed or open quantities to suit the order.
02
Review and release the order
Edit pending orders, check the details and release the order when it is ready.
03
Track release and cancellation
See who released or cancelled the order and when. Cancellation requires confirmation of the exact order number.
Protect quantities already invoiced. Order changes cannot reduce an item below its invoiced quantity or remove an item that has already been invoiced.
PARTIAL INVOICING
See ordered, invoiced
and pending quantities.
When an order is invoiced in parts, check the balance for each item. Review the invoices already raised before preparing the next one.
ORDER QUANTITY SUMMARY
Part invoicedSO-0088 Atlas Works
| Item | Ordered | Invoiced | Pending |
|---|---|---|---|
| Drive assemblyEach | 10 | 6 | 4 |
| Mounting kitSet | 20 | 12 | 8 |
Invoice INV-0126₹70,800 including GST
Illustrative workspace · Sample data
Check each order line
Compare the ordered and invoiced quantities for individual items.
Review linked invoices
Open the invoices associated with an order from its details.
Continue to invoicing and dispatch
Use the invoicing and dispatch modules for stock checks and delivery documents.
SEARCH, FILTERS & REPORTS
Find customer records.
Review sales activity.
Use quotation and sales-order registers to find documents by customer, dates and status. Review item and summary reports when your team needs a more detailed breakdown.
- Search by document number or customer
- Filter records by customer, date and status
- Review item quantities and document values
- Generate printable quotation and order documents
Sales order register
Search ordersAll customersNovember 2026
Order / customerValueStatus
SO-0088Atlas Works₹1,18,000Released
SO-0089Northline Industries₹85,000Pending
SO-0090Crest Components₹2,36,000Released
Illustrative workspace · Sample data
Can we fulfil an order in stages?
Order and invoice records track quantities so teams can follow partial fulfilment. Your release, cancellation and invoicing process is reviewed during implementation.
Can we create quotation PDFs?
Yes. Generate quotation PDFs with customer details, items, quantities, prices and totals. Sales orders also have printable documents.
Can we edit an order after release?
The order editor is available for pending orders. Released and cancelled orders follow the status workflow. Quantities already invoiced are protected when editing order lines.
Which plans include quotations and sales orders?
Sales quotations and order management are included in Basic, Growth and Advance. Basic also includes invoicing, purchasing, inventory and daily finance. Growth adds manufacturing, and Advance adds specialist operations and HRM.
Are e-invoices and e-way bills included in Basic?
Basic includes standard invoicing and dispatch documents. Configured e-invoice and e-way bill workflows are part of Advance. Provider access and any transaction charges are confirmed during setup.