--- title: "Create a Sales Quote" canonical: "https://kb.myframeworks.com.au/space/CO/30509150/Create%20a%20Sales%20Quote" format: markdown --- Create a sales quote to provide pricing and product information to customers before they commit to a purchase. Quotes can later be accepted and converted to sales orders. > 📝 ## Prerequisites > 📝 > 📝 - Customer account exists in Frameworks (or you have permission to create new customers) > 📝 - You have appropriate permissions for Sales Order Processing > 📝 - Product information and pricing are up to date in the system > Macro (include) ## Create the Quote 1. Click the **Frameworks Menu** and navigate to **Sales > Transaction Processing > Sales Orders** 2. Click **New** to open the **New Sales Order** window ![image-20260209-020629.png](media://6ab5a277-2d1f-4744-a4e8-f1f4f82f257c) 3. In the **Type** field, select **Quote** from the drop-down menu 4. In the **Customer** field, begin typing the customer's name or ID and select from the suggested results, or click the **Search** icon to open the **Customer Finder** window > Macro (include) 5. Complete the quote header details: - **Job Number** (optional): Enter or search for a job number if this quote relates to a specific job - **Cust Order #** (optional): Enter the customer's order number if required; click the **Edit** icon if customer order number rules are configured - **Reference** (optional): Enter an internal reference for the quote - **Order Branch**: Defaults to your logged-in branch - **Supply Warehouse**: Select the warehouse supplying products - **Desp. Method**: Select the despatch method - **Follow-up Date**: Enter when this quote should be followed up (defaults to next day) - **Delivery Date**: Enter the proposed delivery date 6. Enter the delivery address using the **Address Lookup** field (if Addressify is enabled) or manually: - **Using Address Lookup**: Begin typing the street address or suburb in the **Address Lookup** field, select the correct address from the dropdown suggestions, and the **Address**, **Suburb/City**, **State**, **Post Code**, and **Country** fields automatically populate - **Manual entry**: Click the **Search** icon in the **Deliver To** field to select a saved address, or enter the delivery details manually in the **Address**, **Suburb/City**, **State**, and **Post Code** fields - Click **Save Address** to save the delivery address for future use - Enter **Contact Name**, **Contact Phone**, and **Contact Email**, then click **Save Contact** 7. Click **Save** to create the quote
For more information about the fields available in New Sales Order window, click here. > Macro (include)
### Result The quote is created in Frameworks and the Sales Order Maintenance screen opens, displaying the new quote. The quote is saved with: - Quote number assigned automatically - Customer and delivery information saved - Follow-up date scheduled - Status set to "Quote" (not yet an order) The quote is now ready for products to be added. --- ## Add Products to your Quote Once a quote has been created you will then be taken to the [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) screen to continue with the quote. The next step is to add the products to your quote. > ⚠️ Each required product to be quoted is entered via the Product field in the 'Order Lines' tab. 1. In the **Product **field enter the product id, scan the product or search for the product to be added to the sale. 1. The **Description **(displayed below the product field), **Quantity **(defaults to 1), **UOM**, **Unit Price** and **Disc %** (defaults to 0) are automatically populated. 1. For Tally products in the **Tally** field enter the **Tally qty / length**, for example, 5/3.1,10/4.2, 6/5.1. The system will validate and translate to a timber tally and total LM for the timber product. 2. Edit the fields as required. 3. Click the **Check** icon or press **Enter** to add the product to the sale. > ℹ️ - Edit a product line by clicking the **Edit** icon at the end of the appropriate product line. > ℹ️ - Delete a product from the sale by clicking the **Close** icon at the end of the appropriate product line. > ⚠️ You will be notified **There is currently insufficient stock to fill this line** if the quantity entered exceeds the current Stock on Hand (SOH) and products on existing pre-paid stock orders. > ✅ Refer to the [Product Finder](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30531076) and the [Product Multi Selection](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30530036) Operator Guides for more information on searching for products.
For more information on using the Quicklists, click here. > Macro (include)
For more information on adding tally products, click here. > Macro (include)
For more information on adding non-tally products, click here. > Macro (include)
For more information on adding products with surcharges, click here. > Macro (include)
For more information on adding template kits, click here. > Macro (include)
--- ## Finalise the Quote 1. Once all required products have been entered, click the **Save** button to complete the quote. 2. If you wish to create an order from a quote, refer to the section on [accepting a sales quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514176). ## Additional Information > ✅ **Next**: [Print and Accept a Quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514048) or [Accept a Sales Quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523094). > ✅ > ✅ Refer to the [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) User Manual or more information.