Quotations

A quotation is the commercial mirror of an order: same stops and cargo, revenue lines only, no shipments. Operational execution only starts after conversion to order.

URL: /quotations  · create /quotations/create 

Key fields

Steps

1. New → fill in customer, valid-until and reference.
2. Add stops (pickup/delivery) and link cargo to the correct pickup — see Stops and cargo.
3. Add revenue lines (customer rates, surcharges). Cost lines do not belong here.
4. Status sent → generate and email the Customer Quote document.
5. On customer approval: Convert to order.

Statuses

draft → sent → accepted / rejected / expired / cancelled

Conversion to order

• Precondition: status accepted.
• Copied: stops, cargo, revenue lines.
• Not copied: shipments (they live on orders only).
• Idempotent: a repeated conversion opens the existing order — no duplicates.
• The quotation gets a reference to the new order; the order references back.

Documents

From a quotation you generate the Customer Quote document. It shows revenue lines only — cost data is never visible to the customer. See Documents for general behavior.

Related

• Create an order · Stops and cargo
• Tariffs · Tax rates
• Email templates