Quotation builder
How a line becomes a complete order code, what is stored, and what actually sends.
Turns the chosen products into a Flowtech quotation: one line per instrument, each with a complete model number, a rate, and the commercial terms, sent from FlowOS.
When it is used
Once an opportunity has a complete reading with at least one quotable line.
What the business can do
Get a line per quotable item, already carrying the top-ranked product, its option menus, and any construction the customer stated already selected where it matched. Lines in a category Flowtech does not make are listed as skipped, with the reason, rather than dropped.
The line’s item code is the released variant (size / range). The model number is composed from the decodification menus for this line only. See Item Master if those two still collapse in conversation.
Choose a different product from the shortlist where you disagree with the ranking. Rejections, warnings and sizing findings are carried across unchanged — the quotation never re-scores, so it cannot disagree with the reading.
Complete the order code. Each menu shows every choice marked allowed, ruled out, or unconfirmed. Positions the customer stated, family defaults, and menus of one are already filled, each saying where the selection came from. A menu that does not apply is marked so and is not an unanswered question.
A global wetted-material statement (“all wetted parts SS 316”) propagates into every other wetted menu offering that alloy, and leaves non-wetted parts — scale plates, cable glands, enclosures — alone.
Enter the header from the party master where known: customer, addresses, GSTIN, attention, salesperson, their reference, application (mandatory on every Flowtech quotation, prefilled from the first line’s fluid), validity.
Set payment terms as three figures: advance before manufacture, payment on readiness before dispatch, credit days. Default is 100% on readiness before dispatch. Other commercial text comes from the T&C master.
Add accessory lines for items that came from no line item.
Price it — see Pricing and totals.
Send it. Only lines whose order code is fully resolved go out (R38). Send is recorded. Reply-to is the shared office mailbox (R55).
Be warned when the draft is stale. If the enquiry was re-read since, a banner says what changed. An option choice whose line identity changed is withheld (R36).
What is stored, and what is not
Only the person’s overrides and the header are stored. Everything else is recalculated on every view (R45), so a corrected product record or a fixed rule reaches every existing draft. The line pins the decodification version it was built from, so a later menu edit does not rewrite a sent document.
Revisions are kept as versions. A later PO is compared to the quotation it accepts.
Rules that apply
R23, R32–R38, R40–R45, R55, R56.
Related: Preparing a quotation · Decodification.