Quotations, proformas and challans
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Quotations, proformas and challans
Send a price, ask for an advance, or move goods before the invoice.
Overview
Quotations, proforma invoices and delivery challans are the documents before an invoice.
The documents
| Document | Use it to |
|---|---|
| Quotation | Offer prices, valid until a date; revise it or turn it into an order or proforma |
| Proforma invoice | Ask for payment or an advance before delivery |
| Delivery challan | Send goods on approval, for a job or between branches; bring back what returns |
Make a quotation
- 1Open Sales documents → Quotations and click New quotation.
- 2Choose the customer, outlet and warehouse, then add products.
- 3Set Valid until and a note, and click Save.
- 4Send it, mark it accepted, then Convert to order or Convert to proforma.
How long a quotation lasts
- Valid until is 15 days from today unless you change it. After that date the quotation shows Expired; revise it to use it again.
- Quotations stay in O2M until you delete them.
- Delete removes a quotation and its history for good, and its shared link stops working. A converted quotation cannot be deleted.
- A shared link works for 30 days.