Documentation 19.0

Sales & Quotations

Create a quotation

1 min read Updated 2026-08-13 WindoorERP 19.0

What this does

Creates the quotation that, once confirmed, becomes the sales order driving production and invoicing.

Before you start

  • The customer exists in Contacts.

Steps

  1. 01
    Open Sales and click New.
  2. 02
    Select the customer.
  3. 03
    Add order lines — products, windows or doors.
  4. 04
    Review prices and taxes.
  5. 05
    Send the quotation by email, or confirm it directly.

Common mistakes

  • Confirming before the customer accepted — a confirmed order reserves stock and may trigger production.

Continue learning

Add a window to a quotation **What this does** Opens the window designer from an order line, so the drawing,… Create your first customer **What this does** Creates the customer record every quotation, order and invoic…

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