In B2B wholesale and distribution, closing deals efficiently relies on sending clear, well-structured price quotations. A professional quote builds trust and establishes transparent commercial terms before commitment. In this tutorial (2:00 mins), we explore how Rabia Tech ERP empowers sales teams to build custom price estimates, set expiration terms, and seamlessly transfer accepted quotes into standard sales ledgers.
Commercial Advantage: Safe & Draft-Only Entries
Draft price quotations created in Rabia ERP act as non-binding commitments. They reserve pricing parameters without deducting physical warehouse inventory or posting premature debit charges to the client ledger until formally approved.
Building a Quotation Step-by-Step
Create tailored sales quotes in minutes following this simple workflow:
- Select Target Client or Prospect: Choose an existing customer or introduce a new commercial lead.
- Configure Products & Tier Prices: Select inventory items, quantities, and apply volume tier discounts.
- Set Validity Terms & Notes: Define quote expiration dates and payment condition terms.
- Export & Distribute: Export clean PDF quotes or dispatch directly via sales app channels.
One-Click Conversion to Commercial Invoices
When a client accepts a price quotation, there is no need to re-enter line items or prices. Clicking 'Convert to Invoice' automatically transfers all quote details directly into an active commercial invoice, triggering immediate inventory allocation and ledger posting.
Sheera AI Dynamic Pricing & Discount Audits
- Suggested Price Tiers: Recommends ideal pricing based on client order history and purchase volume.
- Margin Threshold Shield: Alerts reps if proposed quote prices fall below acceptable profit boundaries.
- Expiration Tracking: Notifies sales reps to follow up on aging quotes before validity periods expire.