Hardware & Quincaillerie

Create Product Quotations (Devis)

Send a professional quotation to a customer before they buy.

A quotation (devis) is a written price offer you give to a customer before the sale is confirmed.

When to use this

Builders, contractors and wholesale buyers usually ask for a devis before placing a large order. It fixes the price for a period.

Step-by-step

  1. Open Quotations. From the business menu, tap Quotations.
  2. Tap New Quotation. Add the customer (or create one).
  3. Add products and quantities. Prices fill in automatically but can be adjusted.
  4. Set an expiry date. Typically 7 to 30 days.
  5. Share or print. Send the PDF by WhatsApp, email, or print.
  6. Convert when accepted. Tap Convert to Sale to turn the quotation into an invoice and reduce stock.

Common issues

  • Stock moved too early: only the conversion step reduces stock. A pending quotation does not.
  • Prices changed after quotation: the customer gets the price that was on the devis, even if you updated prices later.

Related Articles

Set Up a Hardware Store (Quincaillerie Mode)

Turn on hardware store mode to sell by meter, kilogram, bag or piece.

Configure Units and Unit Conversions

Buy in bags, sell in kilos: set up unit conversions cleanly.

Manage Delivery Orders and Delivery Staff

Assign deliveries, track drivers, and confirm customer receipt.

Bulk Pricing Tiers for Wholesale Customers

Give automatic discounts when customers buy in large quantities.

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