Quotations and sales orders

Create a quotation

1. Open Sales → Quotations.
2. Click Create.
3. Select the Customer, optional Contact, validity date, and billing address.
4. Add line items (products/services, quantities, prices, VAT).
5. Review the pricing preview, including any price-list terms, business offer, or manual reduction, then save as Draft. If pricing changes before sending, review and confirm the new decision. See Business offers.

Send a quotation

1. Open the draft.
2. Click Send. Status becomes Sent and details go to the customer by email.

Accept → sales order

1. When the customer agrees, open the Quotation.
2. Choose Accept (or Create sales order).
3. A Sales Order is created from the quotation lines.

Reject or cancel

From the Quotation, choose Reject or Cancel with a reason. Expired quotations can also move to Expired automatically when the validity date passes.

Confirm a sales order

1. Open the Sales Order.
2. Set the billing schedule (on delivery, immediate, weekly, monthly, or milestone — as offered). With On delivery, goods are invoiced from their validated delivery notes. See Invoice delivery notes.
3. Click Confirm. Finance and Inventory can then track billing and stock reservations.

Use an active customer. When a credit limit is configured, the outstanding receivable balance plus this order must fit within it. Admin/Super Admin can explicitly confirm an override in the UI; other users cannot bypass the check. If Tadbir cannot complete a required check, confirmation fails.

Fulfil and close

1. As goods ship or services complete, mark lines Fulfilled. Validating a delivery note fulfils its lines; Field Service fulfils completed work.
2. When everything is done, Close the Sales Order.

Quick sale

For a customer buying at the counter:

1. Open Sales → Orders and choose Quick sale.
2. Pick the customer and add the lines (product, quantity, VAT %).
3. Choose Sell and deliver.

Tadbir prices the lines, creates and accepts the quotation, confirms the order On delivery (credit check included), then creates and validates the delivery note for everything. If the delivery cannot be completed, the order stays confirmed: finish it from the order.

Cancel a sales order

1. Open the order.
2. Choose Cancel.
3. Confirm. Reservations and billing expectations are released downstream.