How do I turn an enquiry into a quote and an order?
Enquiries from your storefront land under Sales → Enquiries. Price the lines, add freight and a valid-until date, send the quote; when the buyer accepts, the order is created for you.
TL;DR: A buyer clicks Enquire Now (or fills in your Request a Quote form) → you're emailed "New enquiry from …" and it appears under Sales → Enquiries → click Create quote, set a price per line, Delivery / freight $, a note and Valid until → Save quote → Send quote to buyer. The buyer opens a private link, clicks Accept quote, enters a delivery address, and BTAB creates the order and emails them payment instructions.
The lifecycle
| Status | Meaning |
|---|---|
| New | Just arrived; nobody has priced it |
| Quoted | You've saved prices |
| Sent | The buyer has been emailed the quote link |
| Accepted | The buyer accepted — an order exists |
| Won / Lost / Closed | Your own bookkeeping |
An expired quote isn't a status — it's shown as expired {date} and the buyer's page says so. Re-quote to extend issues a fresh link; old links can never be accepted at a superseded price.
Building the quote
- Price per line — your quoted price, GST-inclusive.
- Delivery / freight $ — whatever you'll charge; it shows as a separate line to the buyer and GST is worked out on the whole amount.
- Note to the buyer — terms, lead time, delivery details.
- Valid until — optional. Leave it blank and the quote never lapses; set it and the quote is valid through that date.
The facts strip shows the total inc. GST, when it was sent, and when the buyer first viewed it.
What the buyer sees
A page headed Quote Q-…, the lines, freight, Total (inc. GST), your note, and Accept quote / Decline. Accepting requires a delivery address and an optional PO number. Declining lets them tell you why — you're emailed "Quote … was declined" with the reason.
After acceptance
- The order appears under Sales → Orders with a note Converted from sales quote Q-… linking back.
- Payment is by bank transfer — the buyer's confirmation email carries BTAB's payment instructions with the order number as reference. Mark it paid when the money arrives; until then it sits in AR Aging.
- Fulfil it like any other order — see What do the order statuses mean, and who ships the order?.
Do this
Reply fast — the buyer's email address is on the enquiry, and replying to the notification email goes straight to them. Quote within the day; set a Valid until so a stale price can't be accepted next month.