| Role | View | Create draft | Paste & parse | Confirm / advance | Pack |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Accountant | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Allowed | Allowed | Not allowed | Not allowed |
Overview
A customer asks "what's your rate for 50 cartons?" — you quote a number on WhatsApp, then next week you've forgotten what you said. A quotation locks the price in writing. Neev prices every line through your pricing engine, stamps a quote number, and holds those rates until a validity date. When the customer says yes, you convert the quote to an order in one click — no re-typing, no re-pricing.
Where to find it
Open Pricing & Quotes in the sidebar (under Money). That lands on /pricing-quotations, the same surface as /pricing-quotes — a three-tab page: Price lists, Volume slabs, and Quotations. The Quotations tab carries a live count of how many quotes are awaiting a customer response.
To build a new quote, hit New quotation (top-right) — the editor opens at /quotations/new. Each existing quote opens at /quotations/[id]. This is a web-only surface; there is no mobile quotation screen.
The page is visible to Owner, Manager, Sales and Accountant — but Accountant can only read it.
Key concepts
- Quotation number — every quote gets an ID like
QT-2026-06-00042: prefixQT, year and month, then a running count that resets each month. - Locked price — on create, each line is priced through the pricing engine on the
b2bchannel (customer price, price list, volume slab, or base price) and GST is looked up against the product's HSN code. Those rates, discounts and tax are stored on the quote — they don't drift when your price list changes later. - Validity window — every quote carries a "valid until" date. Leave it blank and Neev sets it 30 days out.
- Status — a quote moves Draft → Pending (sent) → Accepted → Converted, or it lands on Rejected or Expired. The moves are one-way: you can't accept a draft or re-open a rejected quote.
Common workflows
Role notes
Viewing is open to all four tagged roles. Creating, sending, accepting, rejecting and converting are write actions held by Owner, Manager and Sales. Accountant is read-only on this surface. Deleting a quote is Owner-only.
| Role | View quotes | Create / edit / send | Accept / reject | Convert to order | Delete quote |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Not allowed |
| Sales | Allowed | Allowed | Allowed | Allowed | Not allowed |
| Accountant | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
- Owner — full control, and the only role that can delete a draft quote.
- Manager — runs quotes end-to-end: create, edit, send, accept, reject, convert. Cannot delete.
- Sales — create, edit, send, accept, reject and convert quotes. Read-only on price lists — Sales can quote a price but can't change your list rates or discount rules, and can't delete a quote.
- Accountant — read-only. Sees every quote and price for collections, but cannot create, send, accept, convert or delete.
Tips & time-savers
The editor shows the engine's resolved rate as a hint under each Unit Price box, so you see the suggested price and your override side by side, plus a margin badge per line — green is healthy, red means you're cutting close.
Gotchas
A Pending quote flips to Expired on its own once it passes the valid-until date, and you can't accept or convert an expired quote — so chase the customer before the date, not after.