Quotes

A quote is a priced proposal you send a customer before it becomes an order. Quotes live on their own list and don't enter any operational workflow until they're accepted and converted.

Where to find it

Left-hand navigation → Order Management → Quotes.

Create a quote

Click the green Create Quote button (top left). Build it exactly like an order — customer, turf, products, delivery — see Creating & Managing an Order.

Decimal quantities on products & services

Products and services now accept decimal quantities — up to two places, e.g. 2.5 — where the item is sold by measure, so you can quote part-loads or fractional units. Whole-unit items stay whole numbers, and every total, including GST and any deposit, recalculates to the cent. (This applies on orders too, since quotes are built the same way.)

Send a quote

Open the quote and click Send Quote. You can review or edit the email subject, content and recipient, add attachments, and set a deposit percentage if one is required.

Click Preview to check the quote email before it goes — the preview is like-for-like with what the customer receives. The quote itemises every line — turf, products, installation, delivery and services — and shows GST correctly for your pricing setup (whether your prices are GST-inclusive or exclusive).

Click Send, then confirm the recipient's email address before the quote goes out.

Convert a quote to an order

When the customer says yes, open the quote and click Convert To Order. Confirm the turf to convert, and Turfware creates the order with a status of Pending — ready to move through the order workflow. (If the customer accepts online instead, this happens automatically — see Quotes Accepted.)

Deposit + final invoice (splitting the invoice)

For a job where you take a deposit up front and the balance later:

1. Set the deposit account — go to System Settings → Company Information and set the Deposit Payment Account Code to the right Chart-of-Accounts code in your accounting system (Sawfish).
2. Create and send the quote — on Send Quote, enter the deposit percentage the customer needs to pay, then Send.
3. Customer accepts and pays the deposit — they select the turf variety and click Accept Quote. This generates the deposit invoice, takes them to the payment page, and (on acceptance) creates the order.
4. Send the final invoice — open the confirmed order, click the arrow next to Save, and choose Send Final Invoice. The customer receives the final invoice with the deposit already deducted.