What is a quotation?
A quotation is a formal offer of goods or services at stated prices. Here's what it includes, how it differs from an invoice, and where it sits in the sales flow.
· 1 min read
Tag
Glossary
6 posts tagged “Glossary”.
What is a sales order?
A sales order confirms a customer's agreement to buy at agreed terms. Learn what it contains and how it links a quotation to an invoice.
· 1 min read
What is a price book?
A price book is a set of product prices for a customer group or contract. Learn how price books keep pricing consistent across quotes and invoices.
· 1 min read
What is a unit of measure (UOM)?
A unit of measure defines how a product is counted or sold — each, box, kg, metre. Learn why UOM matters on quotes and invoices.
· 1 min read
What is a credit note?
A credit note reduces what a customer owes — for returns, overcharges, or adjustments. Learn how credit notes work and how they apply to invoices.
· 1 min read
What is a delivery order?
A delivery order is a document that accompanies goods being delivered to a customer. Learn what it contains and how it relates to the sales order.
· 1 min read