Sales Quotation Detail

View the complete details of a sales quotation including the document header, all line items, financial totals, and current workflow status. From this page you can trigger workflow transitions, edit the quotation (if in Draft), duplicate it, convert an accepted quotation to a Sales Order, or delete a draft.

Accessing the Page

From the Sales Quotations list, click any row, or navigate directly to /commerce/sales/quotations/:id.

Header / Action Bar

The top of the page displays the document number and a status badge. Action buttons available depend on the current status:

Button	Description	Available When
Back	Return to the Sales Quotations list	Always
History	Open the document change history dialog	Always
Edit	Open the Edit Sales Quotation form	Draft only
Duplicate	Create a copy of this quotation as a new Draft	Always
Delete	Delete the quotation after confirmation	Draft only
Send to Customer	Transition Draft → Sent	Draft
Accept	Transition Sent → Accepted	Sent
Reject	Transition Sent → Rejected (requires reason)	Sent
Convert to Order	Transition Accepted → Converted; creates a Sales Order	Accepted
Revert to Draft	Transition Rejected or Expired → Draft	Rejected, Expired
Cancel Quotation	Transition Draft or Sent → Cancelled (requires reason)	Draft, Sent
Export PDF	Download the quotation as a PDF	Always (if configured)

When a quotation is in Accepted status, a Next steps strip appears offering a Create Invoice shortcut to the A/R invoice creation page.

Summary Card

Field	Description
Document Number	System-generated quotation number
Status	Current status badge
Customer	Business partner name and code
Date	Document date
Valid Until	Quotation expiry date
Currency	Transaction currency
Sales Person	Assigned sales person
Payment Terms	Payment terms code and name
Price List	Applied price list
Contact	Customer contact name
Billing Address	Billing address label
Shipping Address	Shipping address label
Reference	External reference number
Remarks	Quotation remarks

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Line Items

The line items section lists all products included in the quotation.

Column	Description
#	Line number
Item	Item code and name
Description	Line-level description
Warehouse	Warehouse code
Qty	Quoted quantity
Unit Price	Price per unit (may be masked)
Disc %	Line discount percentage
Price After Disc.	Unit price after line discount (may be masked)
Tax Category	Tax category applied
Tax Amount	Calculated tax amount (may be masked)
Line Total	Total for the line (may be masked)

If the price list is outside your access scope, all financial columns show a masked state and a banner indicates which price list is applied.

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Document Totals

Displayed at the bottom of the line items section:

Field	Description
Total Quantity	Sum of all line quantities
Subtotal	Sum of line totals before document discount and tax
Discount	Document-level discount amount
Tax	Total tax amount
Grand Total	Final total including tax and document discount

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Workflow States

graph LR
    DRAFT -->|Send| SENT
    DRAFT -->|Cancel| CANCELLED
    SENT -->|Accept| ACCEPTED
    SENT -->|Reject| REJECTED
    SENT -->|Cancel| CANCELLED
    ACCEPTED -->|Convert to Order| CONVERTED
    REJECTED -->|Revert| DRAFT
    EXPIRED -->|Revert| DRAFT

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Document History

Click History in the action bar to open the change history dialog. The history shows field-level changes across all versions of the document, grouped by category (Customer, Document, Totals, Line Items, Addresses, Pricing).

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Deleting a Sales Quotation

1. Verify the quotation is in Draft status — the Delete button only appears for drafts.
2. Click Delete in the action bar.
3. A confirmation dialog warns that the deletion is permanent.
4. Click Delete to confirm — you are redirected to the Sales Quotations list.

Business Rule Notes

• Once a quotation is Sent, it is locked for editing. Use Revert to Draft (after rejection or expiry) to make changes.
• Confirming Convert to Order calls the copy-from-quotation API and creates a new Sales Order in Draft status, then marks the quotation as Converted.
• Rejection requires a written reason, which is stored in the Rejection Reason field.
• Cancellation requires a written reason and is irreversible.

Common tasks

1. Open the page from the Sales Quotations list by clicking a row.
2. Review the document header and line items.
3. Click the appropriate workflow action (Send, Accept, Convert to Order) to advance the document.

Related Pages

• Sales Quotations — List all quotations
• Create Sales Quotation — Create a new quotation
• Edit Sales Quotation — Edit a draft quotation
• Sales Orders — Orders created from converted quotations