Overview

This guide explains how to create and manage quotes in StockUnify, helping you provide customers with accurate price estimates before finalizing a sale.

Add a New Quote

From the side menu, navigate to [Sale] -> [New Quote], then you will see the New Quote screen.

manage quote

Step 1. Location, Quote Number and Date

  • Location: The location field will be auto-filled with the user's default location. You can change it if needed.
  • Issue Date: The current date will be auto-filled, but you can change it to another date as needed.
  • Expire Date: Select an expiration date for this quote.
  • Order Number: Auto-filled based on system settings. You can customize the order number pattern from [System Settings] → [Sale] tab, where you can also allow/disallow duplicate quote order numbers.

manage quote

Step 2. Select a Customer

Select a customer from the dropdown menu, or type a few characters to search for the customer. If you would like to add a new customer, click the [ Add a new customer] button on the dropdown list, it will bring a pop-up window to allow you to add a new customer directly. Once selected, the tax rate, currency, and price tier fields will be auto-filled based on the customer’s preset values.

manage quote

Step 3. Add Products to the sale order

Use the search field to add products to a quote. Type a few characters of the product name/code to search for products. 

After you select a product, fill in the unit price, discount, and quantity fields of each row.

  • The unit price is the sale price of the product. But if there is a custom price set for the product and a price tier is applied to this quote, the unit price will be applied to the tier price.
  • The discount is optional.
  • The quantity field supports only numbers and up to two decimals.

manage quote

Step 4. Add additional Charges(Optional)

Click [Add Additional Charge] to include shipping, handling, or extra charges.

Step 5. Attach files (Optional)

Attach relevant documents to the quote, just like in a sales order. Attach files to sale order guide.

Step 6. Save Quote

Click [Save] – the quote will be stored in Draft status.

Send/Download Quote 

Once the quote is created, you can send it to your customer.

  • Send via email – Click [Send Email] to email the quote to the customer; You can define the email content template from the [Email Templates] settings.
  • Download as PDF – Click [Download PDF] to generate a branded PDF document. You can define the PDF design under [Settings] → [Export PDF Templates].

manage quote

Manage Quote 

Quotes can be marked as:

  • Sent – The quote has been shared with the customer.
  • Accepted – The customer agrees to the quote.
  • Declined – The customer rejects the quote.

Notes: You can also edit the quote in any status.

manage quote

Convert a Quote to a Sales Order

Once a quote is Accepted, it can be converted into a Sales Order.

manage quote

manage quote

Steps to Convert a Quote to a Sales Order:

  1. Open the Accepted quote.
  2. Click the [Create Sale Order] button.
  3. A confirmation pop-up will appear – click [Create Sale Order].
  4. You will be redirected to the New Sale Order screen, where:
    • The customer details and products from the quote are copied over.
    • You can review or modify details before finalizing.
  5. Click [Save] to finalize the Sales Order.