These are the fields on the edit form of a Draft or Sent quote. No field is required to save. Rules are checked when you leave a field, and the message appears under it.
| Field |
Required |
Validation message |
Notes |
| Company |
No |
None |
Searchable; Active companies only. With a jobsite picked, only that jobsite’s company. Picking a company offers its Active Price List. |
| Jobsite |
No |
None |
Searchable. With a company picked, only its jobsites; with a supply point picked, only its jobsite. |
| Supply Point |
No |
None |
Searchable. With a jobsite picked, only its supply points; with a company picked, the supply points of its jobsites plus its unassigned ones. |
A narrowed list never fills itself, even with one option left. Clear a field with its ✕ to widen the other lists.
| Field |
Required |
Validation message |
Notes |
| Address Line 1 |
No |
Address line 1 must be 200 characters or fewer |
|
| Address Line 2 |
No |
Address line 2 must be 200 characters or fewer |
|
| City |
No |
City must be 200 characters or fewer |
|
| State/Province/Region |
No |
State/Province/Region must be 200 characters or fewer |
|
| Country |
No |
Country must be 200 characters or fewer |
Pick from the list (Select…): Canada or United States. |
| ZIP/Postal Code |
No |
ZIP/Postal Code must be 20 characters or fewer |
|
| Same as shipping address |
No |
None |
While checked, billing mirrors shipping and the billing fields are disabled. |
| Field |
Required |
Validation message |
Notes |
| Contact Name |
No |
Contact name must be 256 characters or fewer |
|
| Email |
No |
Enter a valid customer email; Customer email must be 320 characters or fewer |
Sending needs an Email or at least one Additional Recipient. |
| Phone Number |
No |
Phone number must be 32 characters or fewer |
|
| Additional Recipients |
No |
Enter valid additional-recipient emails |
Each address becomes a chip with a remove button. |
| Field |
Required |
Validation message |
Notes |
| Quantity |
Yes, per line |
Line items need positive quantities and non-negative unit prices. |
Stepper or typed value, minimum 1. Takes effect when you leave the field or press Enter. |
| Unit Price |
Yes, per line |
Line items need positive quantities and non-negative unit prices. |
Two decimals, minimum 0. Overwritten when a price list is applied. |
| Remove (trash icon) |
|
None |
Removes the line. There is no undo before saving; use Cancel to discard. |
| Tax rate percentage |
No |
Tax rate must be between 0 and 1 |
Pencil next to Tax in the Quote Summary. Enter a percentage, for example 8 for 8%. |
| Shipping amount |
No |
Shipping amount must be a non-negative number |
Pencil next to Shipping in the Quote Summary. |
New products cannot be added from the form. See Add cart items to an existing quote.
| Field |
Required |
Validation message |
Notes |
| Expiration Date |
No |
None |
A new quote gets today plus 30 days. |
| Customer PO |
No |
Customer PO must be 100 characters or fewer |
|
| Pricelist |
No |
None |
Catalog Pricing or the company’s Active Price List. Cannot be cleared. A hint below explains when a list cannot be applied. |
| Payment Terms |
No |
None |
Due on receipt, Net 15, Net 30, Net 45 or Net 60. Disabled without the Quotes: Payment Terms permission. |
| Estimated Lead Time |
No |
Estimated Lead Time must be 50 characters or fewer |
|
| Notes |
No |
Notes must be 2000 characters or fewer |
|
| Terms & Conditions |
No |
Terms & Conditions must be 4000 characters or fewer |
|
Before any send or resend, Omni checks the quote and stops with one of these dialogs (button OK):
| Dialog title |
Message |
| Recipient Required |
Add a customer email or at least one additional recipient before sending this quote to a customer. |
| Line Item Required |
Add at least one line item before sending this quote to a customer. |
| Dialog title |
Message |
Buttons |
| Unsaved Changes |
You have unsaved changes. If you leave now, you’ll lose everything you’ve entered. |
Discard, Save; the close button stays on the form |
Cancel in the header resets the form without this dialog. See Save or discard unsaved changes.
| Status |
Action (where) |
Result |
Permission |
| Draft |
Send to Customer (header) |
Sent |
Quotes: Send |
| Draft |
Actions > Edit (header) |
Edit mode |
Quotes: Update |
| Draft |
Actions > Add More Products (header) |
Opens the Product Catalog |
Quotes: Update |
| Draft |
Save Changes (edit mode) |
Draft |
Quotes: Update |
| Draft |
Send to Customer (edit mode) |
Saves, then Sent |
Quotes: Update |
| Draft |
Add to Existing Quote (Shopping Cart) |
Draft, items added |
Quotes: Create, Quotes: Read, Quotes: Update |
| Sent |
Actions > Resend (header) |
Sent |
Quotes: Send |
| Sent |
Mark Approved (header) |
Approved |
Quotes: Approve |
| Sent |
Mark Rejected (header) |
Rejected |
Quotes: Approve |
| Sent |
Actions > Edit, Add More Products; Save Changes |
Sent |
Quotes: Update |
| Sent |
Save & Send (edit mode) |
Saves, then Sent |
Quotes: Update |
| Sent |
Add to Existing Quote (Shopping Cart) |
Sent, items added |
Quotes: Create, Quotes: Read, Quotes: Update |
| Approved |
Convert to Sales Order (header) |
Converted; the Order Confirmation is emailed |
Quotes: Convert; Sales Orders: Read to open the order |
| Rejected |
Duplicate and revise (header) |
New Draft |
Quotes: Create |
| Expired |
Renew Quote (header) |
New Draft |
Quotes: Create |
| Converted |
None |
Read-only; the header links to the sales order with Sales Orders: Read |
|
A quote becomes Expired on its own once its expiration date passes. The Expires in column of the list shows Expired in red for any Draft or Sent quote whose date has passed, even though its badge still says Draft or Sent.
| Action |
Dialog title |
Confirm button |
Success toast |
| Send to Customer |
Send Quote To Customer? |
Send to Customer |
Quote sent successfully |
| Resend |
Resend Quote To Customer? |
Resend to Customer |
Quote resent successfully |
| Save & Send (edit mode, Sent) |
Save Changes And Resend Quote? |
Save & Send |
Quote resent successfully |
| Mark Approved |
Mark Quote As Approved? |
Mark Approved |
Quote marked as approved |
| Mark Rejected |
Mark Quote As Rejected? |
Mark Rejected |
Quote marked as rejected |
| Convert to Sales Order |
Convert To Sales Order |
Convert to Sales Order |
Converted to sales order (only when you cannot open the order); Order created, email not sent. Send it from the order page. when the email fails |
| Duplicate and revise, Renew Quote |
No dialog |
|
None; the copy opens |
While a dialog’s action is running, its confirm button reads Submitting… and the dialog stays open; an error shows inside the dialog with Cancel still available.
| Permission |
What it unlocks |
Quotes: Read (quotes:read) |
The Quotes list and quote pages; Add to Quote in the cart. |
Quotes: Create (quotes:create) |
Add Quote on the list (with Product Catalog: Read), Add to Quote in the cart, Duplicate and revise, Renew Quote. |
Quotes: Update (quotes:update) |
Edit, Add More Products, saving and sending from edit mode, Add to Existing Quote. |
Quotes: Send (quotes:send) |
Send to Customer and Resend on the quote page. |
Quotes: Approve (quotes:approve) |
Mark Approved and Mark Rejected. |
Quotes: Convert (quotes:convert) |
Convert to Sales Order. |
Quotes: Payment Terms (quotes:payment-terms) |
Enables the Payment Terms field in edit mode. |
Sales Orders: Read (sales-orders:read) |
Opens the sales order after converting; makes the Converted header a link. |
Cart: Read (cart:read) |
The Shopping Cart page, where quotes start. |
See Permissions for the full list across Omni.