Quotes
A quote is a pricing proposal made to a party. In QOM, quotes are structured as a three-level hierarchy: quote headers, quote versions, and quote lines. This design separates the commercial relationship (who the quote is for, shipping terms) from the pricing detail (which items, at what price) and allows multiple pricing revisions to coexist under a single quote.
Quote headers
The quote header captures everything about the quote that is independent of the specific items being priced.
Identification
Each quote has a human-readable quote code. If a code is not supplied when the quote is created, Raytio can generate one automatically. The header also records the quote type, such as quotation or estimate, and the quote date.
Party references
Quotes reference parties (from the PRM module), not customers. This is intentional — quotes and estimates may be issued to prospects who have not yet been converted into formal customer records. The header tracks:
- Sold-to — the party receiving the quote, their site, and contact point
- Ship-to — the delivery destination party, site, and contact point
Commercial terms
The header stores payment and shipping terms:
- Payment term — for example, net-30
- Payment method — the external payment method reference
- Shipment terms — free-text shipping terms
- Partial shipment — whether partial shipments are permitted
Shipping dates
Three pairs of ship/arrival dates support planning:
- Requested — what the customer asked for
- Earliest — earliest the seller can fulfil
- Latest — latest acceptable date
Status
Quotes track their lifecycle through a status and indicators for whether the quote is on hold, open, or cancelled.
Quote versions
Each quote header can have multiple versions, allowing pricing revisions without losing the history of earlier proposals. A version has:
- Version name — a display label (e.g. "Rev A", "v2")
- Description — optional detail on what changed in this revision
- Price list version — the specific price list used to calculate this version's prices
- Active flag — whether this version is the current active version (defaults to true)
Versions follow the visibility of the parent quote. A user who can view a quote can also view its versions.
Quote lines
Quote lines are the individual priced items within a specific quote version.
Line identification
Each line has a sequential line number within its version. If a line number is not supplied, Raytio can assign one automatically. Lines also carry their own status.
Item references
Each quote line references two items:
- Original item — the item the customer asked to have priced
- Quoted item — the item actually priced, which may differ from the original due to supersessions or substitutions
- Relationship type — explains why the quoted item differs from the original, using the standard item relationship types
Pricing
Each line carries four price values:
| Field | Meaning |
|---|---|
| Unit list price | Standard list price per unit |
| Unit quoted price | Actual price offered per unit |
| Extended list price | Unit list price multiplied by quoted quantity |
| Extended quoted price | Unit quoted price multiplied by quoted quantity |
The quoted quantity and unit of measure complete the pricing picture.
Automated behaviours
- Quote lines stay connected to their quote version and parent quote.
- Line numbers can be assigned automatically if they are not supplied.
- Quoted item relationship types are checked against the standard item relationship types.