Sales Quote

Sales Quote

Sales Quote is a multi-product pricing document that can include Sea Freight, Air Freight, Transport, Warehousing, and Customs services. It serves as the commercial offer to the customer and can flow into Bookings, Orders, and Jobs.

A Sales Quote records pricing for one or more services per leg, with weight breaks, quantity breaks, routing, and charges. It supports three Quotation Types: Regular (reusable across multiple jobs/orders), One-off (single-use only), and Project (project-scoped with resources and products). It integrates with ERPNext Sales Order and can create Air Booking, Sea Booking, Transport Order, Declaration Order, Inbound Order, or Release Order.

To access Sales Quote, go to:

Home > Pricing Center > Sales Quote

1. Prerequisites

Before creating a Sales Quote, it is advised to set up the following:

• Customer (from ERPNext)
• Port/Airport masters (for freight)
• Transport Settings and Transport Template (for transport)
• Warehouse (for warehousing)

2. How to Create a Sales Quote

1. Go to the Sales Quote list, click New.
2. Enter Quote Date and select Customer.
3. Add Routing Legs (Sea, Air, Transport, Customs, Warehouse) as needed.
4. Add Weight Breaks for freight pricing.
5. Add Charges per service.
6. Save the document.

2.1 Quotation Type

• Regular – Reusable across multiple jobs, orders, and bookings. Child tables hold full charge parameters.
• One-off – Single-use only; once converted, cannot be linked to another order. Header-level default parameters; child params disabled.
• Project – Project-scoped; links to Special Project. Supports Projects Tab with resources and products.

2.2 Statuses

• Draft – Quote is being prepared
• Submitted – Quote is sent to customer
• Lost – Quote was not accepted
• Ordered – Quote was converted to order (Regular)
• Converted – One-off quote has been converted (One-off only)

3. Features

3.1 Creating Documents from Sales Quote

From a submitted Sales Quote, you can create:

• Air Booking, Sea Booking
• Transport Order
• Declaration Order
• Inbound Order, Release Order

3.2 Change Request

For additional charges on existing jobs (Air Shipment, Sea Shipment, Transport Job, Warehouse Job, Declaration), use Create Change Request from the job form. The Change Request captures new charge lines; when approved, charges are applied to the job. You can also create a Sales Quote from a Change Request for billing.

3.3 Integration with ERPNext

Sales Quote can be linked to ERPNext Sales Order. When the order is confirmed, you can create the corresponding logistics documents.

4. Calculation Methods

Each charge line (Air Freight, Sea Freight, Transport) uses a Calculation Method to compute revenue and cost. Revenue uses Calculation Method; cost uses Cost Calculation Method, with the same options and formulas. The same unified calculation engine is used across Air Booking, Sea Booking, Transport Order, Transport Job, Air Shipment, Sea Shipment, Declaration, and Declaration Order charges.

4.1 Formula Summary

Method	Formula
Per Unit	unit_rate × quantity (with min/max)
Fixed Amount	unit_rate
Flat Rate	unit_rate
Base Plus Additional	base_amount + (unit_rate × max(0, quantity - base_qty))
First Plus Additional	minimum_unit_rate × qty if qty ≤ min; else (minimum_unit_rate × min_qty) + (unit_rate × (qty - min_qty))
Percentage	(unit_rate / 100) × base_amount
Weight Break	weight × unit_rate (tier from weight break table)
Qty Break	quantity × unit_rate (tier from qty break table)
Location-based	Same as Per Unit

4.2 Unit Types

Unit Type defines what “quantity” means: Weight, Volume, Distance, Package, Piece, Job, Trip, TEU, or Operation Time.

For full details, required fields, and examples, see Sales Quote – Calculation Method Guide.

5. Related Topics

• Sales Quote – Calculation Method Guide – full formulas, required fields, and examples
• Sea Booking
• Air Booking
• Transport Order