Quotes that become invoices, not paperwork

A quotation in SeroBooks is a priced offer, and only that. It never moves stock, never takes payment, and never touches the ledger, so you can raise as many as a busy counter needs without leaving fingerprints on your books. Price a kitchen fit-out, print it, revise it twice — your inventory and your accounts are untouched until the customer says yes.

Because a quote reserves nothing, the screen tells you so rather than letting you find out the hard way: if a customer needs goods set aside, you hold the sale or raise a sales order instead. Three different promises, three different tools — and the software keeps them distinct so your stock file stays true.

There is no separate quote builder to learn. A quotation is composed on the selling screen — same scan box, same search, same customer picker, same group pricing, same per-line tax. Whatever price the customer is entitled to is the price the quote offers, so a wholesale customer's quote reflects their wholesale terms automatically.

That shared screen matters more than it sounds: the person quoting is usually the person selling, and they should not need to know two systems. If they can ring a sale, they can raise a quote.

Each quotation carries its state — not sent, awaiting, approved, declined, revised — so the list doubles as a pipeline view. Five open quotes worth $11,000 is information an owner can act on; a folder of Word documents is not.

Quotes that die, die cleanly. Deleting a quotation is safe at any time precisely because it never moved stock — the one delete button in the sales module that can never leave a count wrong.

When the customer accepts, Convert turns the quotation into an invoice or a sales order. Lines, quantities and the agreed prices carry across exactly — nothing is re-typed, so the invoice can never accidentally differ from the quote that won the work.

Conversion charges at quoted prices deliberately. If your list price moved between quote and acceptance, the customer still gets what they were offered — and the margin you see is the margin you actually agreed to.