What happens to the stock?
Check the selected product, godown, quantity and applicable transaction policy. An estimate does not automatically reserve stock.
Understand godown stockAll product features
Orders, estimates, challans & invoices
The right document for the next job.
Prepare a quotation, review a retailer order or create the document your sale needs. Keep product lines and quantities clear as the work moves between your team.
Start with what the document needs to do.
A quotation, order request, challan and invoice each answer a different question.
Estimate / quotation
What are you proposing?
Share the selected tiles, quantities and agreed rates before a sale is confirmed.
Reopen the saved proposal when measurements or the customer’s selection change.
CeramicPortal · Estimate / quotation
Choose the document for the job. These are different records, not a compulsory conversion chain.
Continue an existing order with its product details.
Use the available next action for the record. Review the new document before saving rather than typing the order details again.
Start from the existing reference
Order details become a starting point for review.
Continue through the action available on that record. The editable document still needs your review before it is saved.
Customer & purpose
Confirm who the document belongs to and what the document is for.
Product, unit & quantity
Keep each tile variant and the requested amount clear.
Tax, stock & money
Review the applicable transaction settings and actual payment details.
ORD-0008 → EST-01
The recorded example creates and reopens an estimate from an order. Other next-document actions depend on the starting record, permissions and supported workflow.
Read the stock and money effects separately.
The document purpose does not decide every consequence. Review the stock policy and the actual payment work before continuing.
What money was received?
Record payment only when money has actually been received. Keep its account, date and invoice allocation understandable.
Explore payments & collectionsWhen the proposal changes, keep its earlier version.
Compare the saved original and revision. The quotation reference gives the next person a clear starting point.
- Current proposal
- Use the current saved quotation when continuing the sale.
- Earlier version
- Keep its reference when explaining what changed.
- Customer review
- Confirm the new selection and quantity before the next document.
Review the document your customer will receive.
Check the business identity, customer, product lines, quantities, taxes and totals in the actual output. Then use the supported download or manual sharing action.