---
title: "Creating a Quote or an Order"
canonical: "https://kb.myframeworks.com.au/space/TPUG/28803236/Creating%20a%20Quote%20or%20an%20Order"
format: markdown
---
Flags
> Macro (anchor)
**TPEMLRepMg**
Tradeportal to email sales rep managers only.
The email Quote and Order confirmation conditionally goes to the salesrep:
IF TPEMLRepMg = false, the email goes to the rep provided the rep number is not zero.
IF TPEMMLRepMg = true, the email goes to the rep provided the rep number is not zero and the user is also listed in the system_user_role table as a "SalesManager"."
---
**TimSurBrn **
When set to active, tally products are correctly split up by the length surcharge defined in the branch for lm UOM products. The customers' home branch must be equal to the branch where the length surcharges are defined for the length surcharges to be applied.
When TimSurBrn is set to inactive, length surcharges are determined by the system level surcharges rather than at Branch level.
---
To create a Quote in the Trade Portal system, perform the following:
1. Select **Quotes/Orders** from the header menu.
2. Click on **Create New** or you can just go directly to the 'Product' header menu, ready to add products in the cart.
3. Select the products and add into the shopping cart.
Adding timber tally products to the cart
When adding timber products to the cart, the following process will apply:
1. When a tally product is selected, the **tally maintenance** popup screen will be displayed.
2. Enter in the qty and length of the product, click "Save"
3. Click "Proceed" to review the product/s. Where the timber product has tally surcharges defined (and **TimSurBrn **is active) , the surcharge will be automatically added to the total.
4. Complete processing of quote/order as per below process.
4. Once selection of products is completed, click **Proceed**. You will then be taken into the **Order Review** screen.
5. The Order Review screen also displays the products selected. You have the option to add more products, remove products, or proceed to **Finalise the Order**.
6. Click **Finalise Order**. Select the **Despatch Type** and enter the corresponding details, making sure that the mandatory fields (fields with asterisks) are filled out.
> ℹ️ When the delivery charge is not set up, the delivery charge product is added with a $0.00 price.
7. Once all details are entered, click on **Create Quote **or **Create Order**.
8. A confirmation message with the transaction number will come up. Click **OK**.
> ℹ️ The transaction will now appear in Frameworks and/or ProStix with a status of "new" and the assignee set to the user associated with the sales rep number of the customer creating the quote/order in the Trade Portal.
> ⚠️ **Note**: If there are mandatory fields that you missed, you will be alerted to fill out these fields.
> ⚠️
> ⚠️ 
Email will be generated and sent to the following:
- Customer Contact E-Address as defined in Frameworks Customer Maintenance
- Branch E-Address as defined in ProStix **System Administration** - **Third Party Apps** - **Mobile Apps Configuration** - **Branch Configuration**
- SalesRep E-Address as defined in System User Maintenance conditionally (refer to [Flags ](https://sterkb.atlassian.net/wiki/pages/resumedraft.action?draftId=719913104)at top of page)
# Additional Information
> ✅ - Refer to the [Trade Portal FAQs](https://kb.myframeworks.com.au/space/TPF/720044037) to browse or search for a solution.
> ✅ - If you are still unable to find a solution, contact [Support](https://kb.myframeworks.com.au/page/support).