Follow a quotation through its statuses

• Draft is the editable offer. Sent has a customer share link; Accepted or Declined records the response. Expired means its validity ended, Cancelled closes it, Superseded points to a newer revision, and Converted links to a sale.
• A quotation does not reserve stock or change customer balances, accounting or the drawer. A prospect does not automatically become a saved customer.
• Use customer-facing terms and notes for the offer; internal notes stay staff-only. The shared document and PDF identify the offer as a quotation, not a final sale receipt.

Share, revise and convert

1. Create a share link, copy it or send it through WhatsApp. The customer can view and respond without a POS account. Check activity and the current response before following up.
2. For a sent or responded offer that needs changes, choose Create revision. Update the new draft and share the latest version; the superseded version cannot be converted.
3. Convert the current accepted quotation. Review any warning about recalculated tax, current stock, eligible batches and credit limits. Quoted prices and discounts are retained; walk-ins or prospects must pay in full.
4. Complete once and verify the linked sale. If stock validation fails, correct the stock situation and retry conversion; do not create duplicate sales from the same quotation.

Product selection and conversion checks

• Choose the exact variant by search, barcode scanner or camera and record any line notes. A quotation does not reserve inventory.
• Sharing, recording a response, revising, cancelling and converting require their respective permissions. Revision preserves the earlier offer rather than overwriting it.
• Convert an accepted quotation only after checking quantities and current availability. If a product is unavailable, conversion stays incomplete and the quotation remains available for correction; do not treat it as a completed sale.