# sales-quotes

# Quotes – List View

**Module:** Sales  
**Screen Type:** List View  
**URL:** `/^sales/quotes/`  
**Model:** Quote  
**Record Name:** Quote  
**Plural Name:** Quotes  

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## What This Screen Is For
_TODO: Explain what this screen does in plain language._

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## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches |
| Customer | Relationship (single) | The customer that will be receiving this quote |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced |
| Status | Text (choice) | _TODO_ |
| Memo | Long text | An optional field to record notes and other information about this quote |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Subtotal Currency | Text (choice) | _TODO_ |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | _TODO_ |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | _TODO_ |
| Total | Number (decimal) | _TODO_ |
| Converted | Yes/No | Marks this quote as conerted to an invoice and completed |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

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## Common Tasks
- _TODO_

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## Tips & Helpful Hints
💡 _TODO_

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## Who Uses This Screen
- _TODO_

## Related Screens

- **Create View** — [sales-quotes-create](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-create)
- **Detail View** — [sales-quotes-id](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id)
- **Update View** — [sales-quotes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/sales-quotes-id-update)

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## Advanced Notes
_TODO_