---
title: Quotation builder
description: How a line becomes a complete order code, what is stored, and what actually sends.
sidebar:
  label: Quotations
  order: 6
---

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](/business/features/decodification)
menus for this line only. See [Item Master](/business/features/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](/business/features/parties)
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](/business/features/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](/business/workflows/preparing-a-quotation) ·
[Decodification](/business/features/decodification).