Quotation Configuration

To configure how quotations are processed, go to Order Management > Quotations > Quotation Configuration.

An overview appears, listing all shops for which quotation settings have already be defined. Double-click an existing configuration to open its details or click New to create a new one.

• The Shop field indicates which shop the quotation settings apply to. All configuration options on this screen are stored at shop level.
• Quotation Internal Reference: allows you to select the numbering sequence used for quotation IDs. This sequence defines how quotation numbers are generated in the Admin and is for internal use only.
• Number of Characters Name: determines the maximum length allowed for the quotation name entered by the user. When ERP is Responsible is checked, accepted quotations are handled directly by the ERP rather than by the customer. The accepted quotation is sent to the ERP, processed into an order, and returned to CloudSuite as an offline order.

Usage notes

• Choose ERP is Responsible if your ERP workflow is the central authority for pricing, approvals, and order creation.

Sequences

When you click the magnifying icon next to Quotation Internal Reference, the Sequences screen opens. Here you define how quotation numbers are generated.

• The Sequence Name and Sequence Code identify the sequence internally. These values are not visible to customers.
• Use Prefix and Suffix to create a recognizable quotation format. You can include date placeholders such as ${year}, ${month}, and ${day} in these fields.
• Type: determines how numbers are generated. For quotations, this is typically Incremental. The Next Number field defines the next number that will be assigned to a newly created quotation, while Number Padding allows you to add leading zeros if desired.
• Increment Number: sets how much the sequence increases each time a new quotation is created.