Building one
1
Pick the customer
Choose an existing customer or create one inline. The contact you select is who receives the quote.
2
Add a group
Name it for what it is — “Staff tees”, “Event caps”. This name is what the customer sees.
3
Add garment lines
Search the catalogue by style code or name. If a supplier is connected, you are seeing live wholesale pricing and stock.
4
Attach decorations
Method, position, colour count. This is what drives the decoration cost.
5
Check the price
Sell price comes from wholesale cost plus your markup rules, plus decoration cost. Override any line if the job warrants it.
6
Send
The customer gets a link. Quotes carry a validity period from your quote settings.
After it is sent
Duplicate is how repeat work happens — copy last year’s quote, change the quantities. Convert to job moves an accepted quote onto the production board. The job keeps a link back to the quote it came from, so if the quote is later corrected you can re-sync the job rather than rebuilding it. Invoice generates from the quote, not the job, so what you bill matches what the customer accepted.Pricing is captured when the quote is built. Changing a markup rule afterwards does not rewrite quotes you have already sent — duplicate the quote to price it again at today’s rules.

