Creating a Quotation

1. In the sidebar, open Sales → Quotations.
2. Click New Quote (top right).
3. Choose the Store the offer comes from. This is required, and it is also what decides which registers you can pick from later if the quote is ever converted.
4. Check the Quote Date. It defaults to today.
5. Click Search by name or number under Customer and pick the customer. A quotation must have one — an offer to nobody has no meaning.
6. Set Valid Until. It defaults to 15 days from the quote date. Underneath the field you will see how far out that date actually is ("15 days from today") — that caption is what catches a mistyped year.
7. Optionally fill in Notes and Terms. Both of these print on the PDF the customer receives, so write them for the customer, not for your team.
8. Add your items — see Adding Items and Setting Prices.
9. When you are ready, use the amber bar at the top of the page and click Save quote. There are no Save/Cancel buttons on the form itself.

You land on the quotation's own page, in Draft, with its number (for example SQ-000142).

If something is missingCopy Anchor Link

• No customer picked → saving is blocked and the Customer field says so.
• Valid Until earlier than the quote date → saving is blocked. If you move the quote date forward past the validity date, the validity window is pushed out with it rather than the edit being refused.
• Move the quote date and the window follows; change the validity date yourself any time before you send it.

You can save an empty draftCopy Anchor Link

A quotation with no items saves fine — it is an offer you are still building. You just cannot send it until it has at least one line, and the Mark Sent button says so.

Your work survives a refreshCopy Anchor Link

If you close the tab or reload mid-edit, your unsaved quotation comes back and a message tells you it was restored. Each quotation keeps its own draft, so a half-finished new quote can never reappear on top of a different one.

Next: Adding Items and Setting Prices.