Quotations
A quotation is the price offer you send a customer. In JennyERP you build it directly from your sample library, so every line carries the fabric's photo, code and specs — no retyping.
Create a quotation
Go to Quotations → New and fill in the header, then add the fabrics you're quoting.
Header
| Field | Notes |
|---|---|
| Client | The customer you're quoting (required). Pick from your customers. |
| Date | Quotation date. |
| Expiry | The date the offer is valid until. |
| Currency | USD, EUR, GBP or CNY — the symbol follows your choice. |
| Status | Unsent or Sent. |
Line items
Click Add sample and search your library by code or name. Each fabric you pick brings across its cover image, code, name, composition, width, weight and main color automatically. For every line you set:
- Price — unit price in the quotation's currency
- MOQ — the minimum order quantity for that fabric
- Note — any per-line remark
JennyERP totals the quotation as you go. Add a note at the bottom for terms such as lead time or shipping incoterms.
TIP
Because lines are linked to samples, the customer always sees the correct image and specs — and the fabric on the quote is one click away from the sample record.
Print and share
Open any quotation to view its detail, then:
- Print — produces a clean, customer-ready quotation document
- Share — copies a link to the quotation so you can send it directly
- Edit — change lines, prices or status at any time
The detail view shows the client, dates, salesperson, every line with its image and amount, and the grand total.
Find a quotation
The quotations list is searchable by document number, client or salesperson, and can be filtered by status (unsent / sent). Each row shows the client, date, expiry, item count, status and total.
Related
- Sample Dispatch Orders — send physical swatches to the customer
- Inquiries — request prices from your suppliers
- Selection Orders — let customers pick fabrics themselves
- Samples Overview
- Sales Orders