SAV Academy · Sales Cycle
Sales quotation
Purpose
Offer prices to a customer before committing to an order or invoice.
Who uses it
Sales staff.
Step by step
- 1Open Sales → Quotations → New.
- 2Select the customer and add item lines with prices and VAT.
- 3Send or print the quote.
- 4Convert an accepted quote into a sales order or invoice.
Key fields
| Validity | How long the quoted prices hold. |
| Lines | Items, quantities, prices and VAT preview. |
Practical example
Quote 10 units at 100 AED; convert to an invoice when accepted.
Accounting impact
A quotation posts nothing; it becomes accounting only when converted and posted.
VAT impact
VAT is shown for information; it is recognised on the invoice.