---
title: Preparing a quotation
description: From a read enquiry to a sent Flowtech quotation.
sidebar:
  label: Preparing a quote
  order: 5
---

## 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

1. **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.
2. **The sales person checks the product.** Where they disagree with the
   ranking, they pick another entry from the shortlist. Reasons are shown
   unchanged.
3. **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.
4. **They enter the money.** Unit rate, per-line discount, overall discount.
5. **They set the commercial terms.** Charges on or off; tax IGST or
   CGST+SGST; payment and delivery from the T&C master.
6. **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.

Related: [Quotation builder](/business/features/quotation-builder) ·
[Pricing and totals](/business/features/pricing-and-totals).