Review the Quotation Inquiry
How to Review the Quotation Inquiry in Muhasib ERP
Overview
This guide will help you find a quotation, inspect its terms and status, and determine whether it should be converted, revised, or left unchanged.
You get source-level quotation status and its next action.
Who can do this
You need access to Quotation Inquiry and view rights for quotation, customer, item, and linked sale.
Before you start
Have quotation number/reference, customer, date range, status, expiry, item, or amount.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Quotation Inquiry.
Review the Quotation Inquiry
Step 1: Set company and date range
Step 2: Filter by quotation/customer/status/reference
Step 3: Open the exact quotation
Step 4: Review validity, customer, lines, price, discount, tax, totals, and notes
Step 5: Check whether it already links to a sale
Step 6: Choose the authorized follow-up without duplicating conversion
Check your work
Inquiry values agree with quotation detail and any linked sale.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Search linked sales before converting again.
- Confirm expired quotations are handled according to policy.