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 Sales Quote

2026/08/28 • 2 min. to read

In this topic

• Voucher-Related Actions
• Actions
• Quote to Order Conversion

The Sales Quote page is extended with Voucher Management functionality, enabling you to preview and apply vouchers before committing to a formal order. This allows you to show customers the exact discount they receive from available vouchers, helping with quote transparency and improving the sales process. When a quote is converted to an order, any applied vouchers are carried forward.

Voucher-Related Actions

Use these actions to work with vouchers on your sales quote:

Actions

• Add Voucher

  Search for and apply an available voucher to this quote. The system validates the voucher against configured criteria and immediately recalculates the discount amounts on the quote lines. This gives you and your customer a transparent view of the final pricing before the order is confirmed.

• Vouchers

  Display all vouchers currently applied to this quote, showing their current status and how the discounts are distributed across the quote lines.

• Voucher Statistic

  View a comprehensive summary of voucher discounts on the quote, including total savings by voucher type and the overall impact on the quote amount. This information is useful for discussions with the customer.

Quote to Order Conversion

When you convert a sales quote to a sales order, the applied vouchers and their discount calculations are preserved and transferred to the new order, ensuring consistency in the sales process.