Quotes

Multi-line quote builder, quick add from contracted and previous prices, optional lines, discount approval, the quote workspace (next step, summary, history) and from quote to order, despatch and invoice.

A quote is more than a single price: several products, each with a monthly quantity, net price, discount and note, optional lines, validity and terms. In Solk quotes are created from the Quotes page, the opportunity page or Quick Entry; the number (TKL-year-no) and Record ID are assigned automatically.

Builder

Quotes → New quote and the Quote form on the opportunity page are the same builder:

• Company and project: typing the company loads its open projects; automatic uses the company's open project, Open a new project creates a new sales project with a name.
• Lines: product, monthly quantity (in the product's unit), list price, discount %, net price, line note (shown on the document) and Optional — optional lines are left out of the totals. Add / remove lines; discount and net price update each other.
• Quick-add chips: once a company is chosen, contracted prices, lines of the last quote and frequently quoted products appear as chips; clicking a chip adds the line with its price.
• Summary: monthly and annual amount, highest discount; a quote over the maximum discount goes to manager approval when saved (Approvals).
• Currency, payment terms, validity, contract length (validity of the contracted price on acceptance), description and terms.

List

The Quotes page has status chips (All · Draft · Awaiting approval · Presented · Expiring in 7 days · Expired · Accepted · Rejected) with counts; each row shows all lines (expandable), a validity badge (12 days left, expires today, expired 3 days ago), a next-step hint, PDF and edit.

Workspace

The quote page is a two-column workspace:

• The Next step box follows the status: Present it to the customer for drafts, Waiting for manager approval (Awaiting your approval for managers), a warning as validity nears its end, Awaiting the customer's answer (days since presented), Create the order when accepted — after the order, following the order-to-invoice process: Issue the despatch, Invoice or Invoiced in accounting.
• Quick add chips above the line table (contracted price, previous quote, frequently ordered product) and a discount % field on each line.
• On the right: Summary (net, list, discount, VAT, incl. VAT, annual; discount meter and limit), Validity and terms, Customer (tax ID, e-document registration, contracted prices and open orders), Documents (quote PDF, orders, e-Despatch notes and e-Invoices) and History (created, revisions, status changes).

From quote to invoice

On an accepted quote Create order turns each line into an order with the customer's PO number (and sends it to the ERP when order sending is on). Shipment, despatch and invoice follow your order-to-invoice process; the e-Invoice draft button on the quote opens a draft with the invoiceable quantity of its orders.