Quotation
Manage product sourcing, supplier assignments, costs, variations, and quotation decisions.
What this module does
Quotation is the sourcing and commercial-preparation workspace for products that have moved beyond initial research. It combines product identity with cost of goods, quantity pricing, minimum order quantities, sourcing notes, supplier work, product variations, comments, and decision history.
The primary grid supports editable fields, configurable columns, search, filters, row selection, variations, and actions. A separate history view provides a broader record of quotation activity and outcomes.
When to use it
Use Quotation when the organization needs to understand whether a product can be sourced on acceptable terms. It is appropriate for collecting supplier input, comparing costs, documenting important conditions, reviewing variations, and approving or rejecting quotation work.
Testing performance belongs in Testing, while finalized catalog and sales context belongs in Products and Orders.
How it fits into CapitalOS
A quotation record references the same SKU used by Research and the rest of CapitalOS. It can retain a link to the originating research record and can later support a testing record.
Organization users may assign quotation products to an approved supplier connection. Supplier contributions appear in the quotation workflow, but assignment, review, approval, rejection, and organization-visible comments remain organization-side decisions.
Main concepts
- Cost of goods: the product cost used in sourcing and profitability calculations.
- Pricing tiers: quantity-dependent supplier pricing stored with the quotation.
- Minimum order quantity: the minimum quantity associated with a sourcing offer.
- Assigned supplier: the active supplier connection responsible for a quotation request.
- Quotation status: the current state, including pending, quoted, approved, rejected, or ready for testing where applicable.
- Variations: parent and child quotation records for options such as color, size, or material.
- Comments and attachments: discussion and supporting material associated with quotation work.
- Status history: a record of changes, actors, timestamps, and reasons.
Typical workflow
- Receive or create a quotation record for the correct SKU.
- Confirm product and variation relationships.
- Add sourcing links, cost, pricing tiers, minimum quantities, images, and important notes.
- Assign a connected supplier when supplier input is required.
- Review supplier-submitted values and discuss questions through comments.
- Approve the quotation, reject it with a reason, or continue collecting information.
- Move an approved product toward Testing when the organization is ready to evaluate performance.
- Use quotation history when you need to review previous changes or compare outcomes.
Permissions and prerequisites
You need Quotation module access for the active organization. Supplier assignment requires an active organization-approved supplier connection. Some actions may require an owner, administrator, or role with broader quotation permissions.
Costs and supplier terms should be reviewed before they are used in break-even or margin decisions. A blank value means the information is unavailable; it should not automatically be treated as zero.
Guides planned for this module
- Move a researched product into Quotation.
- Add costs, pricing tiers, and minimum order quantities.
- Create and manage product variations.
- Assign and review supplier quotation work.
- Read quotation status history and activity.
- Prepare an approved product for Testing.