Drafting a quote
Build a quote from lines for a customer (POST /v1/quotes). Creating a quote
requires the sale:create permission. The managed list of quotes is read live and
scoped to the store (GET /v1/quotes).
Lifecycle
A quote moves through:- Send — issue the quote to the customer.
- Accept — the customer accepts.
- Cancel — withdraw the quote.
Converting to a sale
An accepted quote can be converted straight to checkout — the quote’s lines become the basket, ready to take payment.Related
- Take payment — where a converted quote is settled.
- Deposits & reservations — take a deposit against a quoted order.