Learn how to create, manage, and convert quotations into sales orders in ServX Pro.
Creating a Quotation
- Navigate to Commercial → Quotations
- Click the "New Quotation" button
- Select a customer from the dropdown or create new
- Set the quotation date and validity period
- Add products/services using the line item editor
- Apply discounts if applicable (line or total)
- Review totals and add any notes
- Click "Save" to create the quotation
Quotation Status Flow
Draft
Being prepared
Sent
Awaiting response
Accepted
Ready to convert
Rejected
Not accepted
Converting to Sales Order
Once a quotation is accepted, you can convert it to a sales order:
- Open the accepted quotation
- Click "Convert to Order" button
- Review and confirm the order details
- The system creates a new sales order linked to the quotation
Tips
- Set appropriate validity periods to create urgency
- Use quotation templates for faster creation
- Track quotation conversion rates in reports