Customer Quotes
Customer Quotes make it easy to provide accurate pricing, keep a record of offers, and streamline the process of converting quotes into orders.
Customer Quotes in Supply’d allow you to create and manage quotes for customers, providing a clear record of proposed products, pricing, and terms before an order is placed. Quotes can be tailored to individual customer requirements and used to streamline the process from initial pricing through to order confirmation.
This document briefly explains the Quotes tab on a customer's page.
The Customers Quotes Tab
The Quotes tab on a customer’s page lists the quotes associated with the customer, providing a central location to view and manage customer quotes and related information.
To view a customer’s quotes:
Select Customers from the main menu.
Select a customer to open their details.
Select the Quotes tab.
👉 The Customers page and the options available in the Customers list are explained in The Customers Page document.
Quote statuses will appear on the Quotes list in various colours for easy identification.
- The quote is being prepared but not yet completed.
- The quote has been prepared but not yet sent to the customer.
- The quote is in the process of being modified.
- The quote has been cancelled.
- A red dot beside the status indicates the quote has expired.
- If a quote has expired, it will also have 
beside the status when opening the order.
Selecting a Quote will open its details, where you can review the quote information, including the products, quantities, pricing, customer details, and current status.
Adding Quotes
Quotes can be added directly from the Quotes tab.
To create a new Quote, select Add + in the top right.
The Add Quote form will open.
👉 See the Quotes document for instructions on completing the form and managing your quotes.
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