Preparing a quotation

From a read enquiry to a sent Flowtech quotation.

What this process achieves

Turns a read enquiry into a Flowtech quotation: one line per instrument, each naming a product, a complete order code, a rate and a discount, with charges, tax and terms, sent from FlowOS.

Who is involved

Sales person — every decision on this page; send is quote:send.
The system — assembles the lines, marks which option choices the duty rules out, and does the arithmetic.

What starts it

Opening the quotation on a processed opportunity.

The steps

The system assembles the draft. Each quotable line becomes a quotation line carrying the top-ranked product, its option menus, and the customer’s stated construction already selected where it matched. Lines in a category Flowtech does not make are listed as skipped, with the reason. Header fields come from the party master where known.
The sales person checks the product. Where they disagree with the ranking, they pick another entry from the shortlist. Reasons are shown unchanged.
They complete the option code. Every menu shows allowed, ruled out or unconfirmed. A group where the whole menu is ruled out is a line-level problem — the family is wrong — not an empty dropdown.
They enter the money. Unit rate, per-line discount, overall discount.
They set the commercial terms. Charges on or off; tax IGST or CGST+SGST; payment and delivery from the T&C master.
They send. Only fully resolved lines go out (R38). Unpriced lines make the whole quotation unpriced (R37). Send is recorded; reply-to is the shared office mailbox (R55).

The quotation is rebuilt from scratch on every view (R45). If the enquiry was re-read since the draft, a banner says so and says what changed.

Rules that apply

R23–R38, R40–R45, R55, R56.