CURQ Documentation

Creating a Quotation

Follow these quick steps to create and send a quotation in CURQ 18:

1. Start a New Quote

  1. Open the Sales app from the main menu.

  2. Click New at the top left to open a blank quotation.

    Click New to create a quotation

2. Choose the Customer

  1. Select your customer in the Customer field. The system automatically fills in their Invoice Address, Delivery Address, Pricelist, and Payment Terms. (You need to enable Pricelists from Sales > Configuration > Settings)

    Select customer and review details

  2. (Optional) Select a Quotation Template to load prefilled items and default terms. (You need to enable Quotation Templates from Sales > Configuration > Settings)

    Enable Quotation Templates in Sales settings

  3. Set an Expiration date to specify how long your quote stays valid.

(Refer to Managing Customers to create and manage customers) (Refer to Pricelists and Pricing Rules to set up pricelists) (Refer to Quotation Templates to set up quotation templates)

3. Add Products

  1. Under the Order Lines tab, click Add a product.

  2. Select your item, enter the Quantity, and adjust the Unit Price or Discount if needed. (You need to enable Discounts from Sales > Configuration > Settings)

  3. If selling in packages or bulk units, select a Packaging type and enter the Packaging Quantity. (You need to enable Product Packagings from Sales > Configuration > Settings)

    Enable Product Packagings in Sales settings

  4. (Optional) Click Catalog to browse items visually with pictures and add them with one click.

  5. (Optional) Use Add a section or Add a note to organize products with headings or custom text.

Order lines with products, packaging, sections, and notes

4. Optional Products

Under the Optional Products tab, add suggested accessories or upgrades that customers can choose to include before signing online.

Optional products configured for customer selection

5. Other Info Settings (Optional)

Open the Other Info tab to check commercial, shipping, and accounting details:

Other Info tab with sales, delivery, invoicing, and tracking options

Field

Description

Salesperson

The internal team member managing this deal.

Sales Team

The sales group credited for the revenue.

Online Signature

Check this box to require the customer to sign online to confirm the order.

Online Payment

Check this box to require an online prepayment deposit before confirmation.

Customer Reference

Enter the purchase order number provided by the customer.

Tags

Add descriptive labels to filter and search this order later.

Fiscal Position

Adjusts taxes automatically for international or tax exempt customers.

Invoicing Journal

The accounting journal where customer invoices are posted.

Warehouse

The warehouse location responsible for packing and shipping the products.

Shipping Policy

Choose to ship items as soon as available, or wait for all items together.

Delivery Date

The promised delivery or shipment date agreed with the customer.

Incoterm

International trade rules such as EXW, FOB, or CIF.

Tracking

Trace the source document or marketing campaign that brought in this sale.

6. Next Steps

Once your quote is complete:

  • Click Send by Email to email the offer directly to your customer.

  • Click Print to download a PDF copy.

  • Click Confirm to turn the quotation into a confirmed sales order.