Does confirming a quotation create bookings?

No. Create the bookings from Bookings › Add when the work is scheduled, then attach them to the quotation.

Can I copy a quotation for a similar job?

Open the quotation, note the lines and create a new one; the SQ series gives it a fresh number.

Docs · Quotes and orders · How-to

Create a sales quotation

You will have a numbered quotation for a customer with priced lines, tax and a grand total, printed or shared, and marked Confirmed when they accept.

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A sales quotation is your written price for a job. It is created under Bookings › Quotes & Orders on the Sales Quotation tab, takes the next number from the SQ series, and is built from line items: what you will do, how it is billed, how many and at what rate. Adjustment, tax and round off bring it to a grand total, and your terms print at the foot.

Keep it Draft while you negotiate; set it Confirmed when the customer agrees. Bookings for the work can be attached afterwards.

Before You Start

The customer exists under Customers.
The tax rate you will charge exists under Settings › Tax Rates.
The Transport Sales Quotation row in Settings › Invoice Settings has the prefix and start index you want (SQ by default).

Steps

Open Bookings › Quotes & Orders, stay on the Sales Quotation tab and click Add. The Quotation No fills from the SQ series.
Pick the Customer and set the Date and Valid Until. Valid Until tells the customer how long the price holds.
Leave Status as Draft and enter a Reference No if the customer gave an enquiry or tender number.
Add line items. For each: Description, Billing type, Qty and Rate; Amount is calculated. One line per route, vehicle type or service.
Add an Adjustment if there is a discount or an extra, and choose the Tax. Gross, Round off and Grand total are calculated.
Paste or edit the Terms and Conditions and add Notes for the customer, then save.
Use print or share on the list row to send it.
Edit the quotation and set Status to Confirmed when the customer accepts.

Fields On This Screen

Field	What to enter	Required
Customer	The customer the offer is addressed to	Yes
Quotation No	Automatic, SQ prefix from Invoice Settings	Automatic
Date	Date of the offer	Yes
Valid Until	Last date the price holds	Recommended
Status	Draft or Confirmed	Yes
Reference No	Customer’s enquiry or tender number	No
Notes	Message to the customer	No
Description (line)	What is offered, for example a route and vehicle type	Yes
Billing type (line)	How the line is charged, such as fixed freight or per unit	Yes
Qty, Rate, Amount (line)	Quantity and unit price; amount calculated	Yes
Adjustment	Discount or extra on the whole document	No
Tax	Tax rate applied to the gross	Recommended
Gross, Round off, Grand total	Calculated totals	Calculated
Terms and Conditions	Text printed at the foot	No

What This Changes

The quotation appears on the Sales Quotation list with its Voucher No, Grand Total, Reference No and Status.
Nothing posts to the books; a quotation is not an invoice.
Once bookings are attached, the Attached bookings column shows them, so you can see how much quoted work has been booked.
The printed document carries your company header, logo and signature from Settings › Company.

Tips

Write line descriptions the way you want them to appear on the later invoice; it saves retyping when the customer accepts.
A customer who asks for several options can have one quotation per option; confirm the one they pick.
Set Valid Until realistically for fuel-price swings; a short validity protects your margin.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.