Employee ERP

Customer quotes

Build, review, release, and hand off customer-facing commercial records.

Workspace

Customer quotes

Actions

Create quote

Back to quote

Live workflow QT-ED544471 Focused decision

Send customer quote

Move this risky step into a clear review page so price, delivery, approval, and handoff are visible before you confirm.

Preview packet

Record summary

Client-facing quote scope with internal safety cues.

Status

Draft

Client total

OMR 1,669.500

Delivery

Pending

Shipment / loading

Pending

Delivery

Client-facing promise

Delivery mode: Sea
Destination: Pending
Window: Pending
Terms: No special terms

Commercial safety

Internal controls

Quote status: Draft
Approval: Clear
Approval reasons
Target margin: 20.00%
Loading window: Pending

Document packet

Keep the client, vendor, and finance references close to the decision.

Material media

Missing

Supplier media is still missing from the packet.

Open reference

Missing

Quote packet

QT-ED544471

Draft

Open reference

Attached

Purchase order

Pending

Vendor-facing PO packet not selected yet.

Missing

Invoice

Pending

Finance packet created after order confirmation.

Missing

Payment proof

Pending

Verification status becomes visible here after upload.

Missing

Quote

QT-ED544471

Draft

Attached

Review notes

What to sanity-check before you continue.

Delivery location, requested window, and client-facing notes should match the quote promise.
Keep supplier cost and approval context internal while checking the client-facing total.

Record summary

Send quote