Q1. Who can create or edit Sales Quotes?
You can assign Orders permissions in Access Management.
Q2. Can I configure the quote reference prefix and series?
Yes. Open the quote in Edit mode → go to Quote settings (Cmd/Ctrl + B) → Document Defaults → Details → Quote
Configure the reference prefix and series based on your preference
Q3. How do I edit overfulfillment settings for quotes?
Open the quote in Edit mode → go to Quote settings (Cmd/Ctrl + B) → Document Defaults → Details → Quote
Enable Quote → Order control to prevent orders from exceeding the quote value
Example: If a quote is SGD 500, converting it to an order of SGD 800 will be blocked when this control is enabled
Enable Enable Order → Invoice control to prevent invoices from exceeding the order value
Example: If an Order is SGD 500, converting it to a Bill of SGD 800 will be blocked when this control is enabled.
