> ## Documentation Index
> Fetch the complete documentation index at: https://docs.printools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quoting

> Groups, lines, decorations, and how a quote becomes a job.

A quote in PRINTOOLS has three levels. Understanding them is the whole skill.

```text theme={"dark"}
Quote
└─ Group          one distinct product, e.g. "navy tees, front + back print"
   ├─ Lines       the garments and sizes in that product
   └─ Decorations the print, embroidery or transfer applied to it
```

**Groups** exist because one order is usually several products. Tees with a two-colour front, plus caps with an embroidered logo, belong on one quote but price separately. Each group carries its own decorations.

**Lines** are the garments. A line points at a garment variant (a style, colour and size) and a quantity.

**Decorations** attach to the group, not the line, because the print is applied to the product, not to each shirt individually. Position and method come from your decoration settings.

## Building one

<Steps>
  <Step title="Pick the customer">
    Choose an existing customer or create one inline. The contact you select is who receives the quote.
  </Step>

  <Step title="Add a group">
    Name it for what it is: "Staff tees", "Event caps". This name is what the customer sees.
  </Step>

  <Step title="Add garment lines">
    Search the catalogue by style code or name. If a supplier is connected, you are seeing live wholesale pricing and stock.
  </Step>

  <Step title="Attach decorations">
    Method, position, colour count. This is what drives the decoration cost.
  </Step>

  <Step title="Check the price">
    Sell price comes from wholesale cost plus your markup rules, plus decoration cost. Override any line if the job warrants it.
  </Step>

  <Step title="Send">
    The customer gets a link. Quotes carry a validity period from your quote settings.
  </Step>
</Steps>

## 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.

<Note>
  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.
</Note>