sales-quotes

Quotes – List View 
 Module: Sales 
 Screen Type: List View 
 URL: /^sales/quotes/ 
 Model: Quote 
 Record Name: Quote 
 Plural Name: Quotes 
 
 What This Screen Is For 
 TODO: Explain what this screen does in plain language. 
 
 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 
 
 
 
 
 Common Tasks 
 
 TODO 
 
 
 Tips & Helpful Hints 
 💡 TODO 
 
 Who Uses This Screen 
 
 TODO 
 
 Related Screens 
 
 Create View — sales-quotes-create 
 Detail View — sales-quotes-id 
 Update View — sales-quotes-id-update 
 
 
 Advanced Notes 
 TODO