Create Sales Quotation

Create a new sales quotation by entering a customer, document details, and one or more line items. The form opens as a full-page document editor with a header section for document-level fields and an editable line items table. All quotations start in Draft status.

Create Sales Quotation form showing a customer selected, document date, valid until date, payment terms, price list, and one line item with item code, quantity, and unit price

Accessing the Page

From the Sales Quotations list, click New Quotation, or navigate directly to /commerce/sales/quotations/new.

Form Overview

The create form is a single-page document layout with two areas:

Section	Description
Document Header	Customer, dates, addresses, payment terms, pricing, and reference fields
Line Items	Editable table of products, quantities, prices, and tax categories

A footer bar at the bottom of the page contains the Create Quotation and Cancel buttons.

Document Header Fields

Field	Required	Type	Description	Default	Validation
Customer	Yes	Entity select	Business partner to quote	—	Must select a customer; partner on hold blocks submission
Date	Yes	Date	Document date	Today	—
Valid Until	No	Date	Expiry date for the quotation	Today + 30 days	—
Currency	Yes	Select	Document currency	Company default currency	3-letter ISO code
Payment Terms	Yes	Entity select	Payment terms for this quotation	Customer default	—
Price List	Yes	Entity select	Price list applied to line items	Customer default	—
Contact	No	Entity select	Customer contact person	Customer primary contact	—
Billing Address	No	Entity select	Billing address from the customer	Customer default billing address	—
Shipping Address	No	Entity select	Shipping address from the customer	Customer default shipping address	—
Sales Person	No	User select	Sales person responsible for this quotation	—	Active users only
Reference	No	Text	External reference (e.g., customer PO number)	—	—
Remarks	No	Textarea	Internal or customer-facing remarks	—	—
Disc %	No	Number	Document-level discount percentage applied after line totals	0	0–100

When a Customer is selected, the form auto-populates Payment Terms, Price List, Contact, Billing Address, and Shipping Address from the customer’s default settings. These can be overridden manually.

Selecting a different Price List when lines with prices already exist prompts a dialog asking whether to update existing line prices.

Line Items

Each row in the line items table represents one product to be quoted.

Column	Required	Description	Validation
Item	Yes	Item code — typeahead from item master	Must select an item
Description	No	Line-level description (auto-populated from item)	—
Warehouse	Yes	Warehouse for this line	Must select a warehouse
Qty	Yes	Quantity to quote	Must be greater than 0
Unit Price	Yes	Price per unit	Auto-populated from price list if available
Disc %	No	Line-level discount percentage	0–100
Tax Category	Yes	Tax category for this line	Must select a tax category
Tax Amount	—	Computed from unit price, quantity, discount, and tax rate	Read-only
Price After Disc.	—	Unit price minus line discount	Read-only computed
Line Total	—	(Price after discount × Qty) + Tax	Read-only computed
Notes	No	Line-level notes	—

Click Add Line to add a new empty row. To remove a line, click the delete icon on the row and confirm in the confirmation dialog.

A document totals footer below the line items shows: Total Quantity, Subtotal, Discount, Tax, and Grand Total.

Validation Rules

Rule	Behavior
Customer required	Submission blocked until a customer is selected
Payment Terms required	Submission blocked until payment terms are selected
Price List required	Submission blocked until a price list is selected
At least one line	Submission blocked if no line items exist
Quantity positive	Each line must have a quantity greater than 0
Warehouse required per line	Each line must have a warehouse selected
Tax category required per line	Each line must have a tax category selected
Partner on hold	Submission blocked if the selected customer is on hold
Price list masked	If the price list is outside your access scope, financial fields are hidden and a mask banner is shown
Price list change dialog	Changing the price list when lines have prices prompts to update or keep current prices

Post-save Behavior

After the quotation is created successfully:

The new quotation is saved with status Draft.
You are redirected to the Sales Quotation Detail page for the new document.
A success notification confirms the creation with the document number.

Common tasks

Click New Quotation from the Sales Quotations list.
Select the Customer — payment terms, price list, and addresses are auto-filled.
Add line items with item code, quantity, and verify pricing.
Click Create Quotation to save the draft.

Permissions & system behavior

Creating quotations requires the canCreateSalesQuotation permission.
If a price list is restricted, financial fields for that price list may be masked.
After creation, the quotation can be advanced through the workflow from the detail page.

Sales Quotations — List all quotations
Sales Quotation Detail — View and act on a quotation
Edit Sales Quotation — Edit a draft quotation
Sales Orders — Orders created from converted quotations