Quoting & sales

Quick answers for the sales desk. The full guide is Quoting & Brokerage.

Does accepting a quote automatically create a sales order or work order?

No. APEX records the win and stops there — you create the sales order (or the work order, for shop jobs) manually, then move the deal to CLOSED WON. See: Margins & the handoff.

Why does my quote show 0% (or 100%) margin?

Symptom: the margin column reads 0% — or a suspicious 100%. Cause: quotes created from an RFQ in the console carry zero unit cost, so an unpriced line reads 0%, and a contract-priced line over zero cost reads 100%. Fix: trust margin figures on quotes whose costs arrived via import, integrations, or the + New Quote drawer (which takes a unit cost up front); treat RFQ-created quotes’ margin as unpriced. See: Margins & the handoff.

How do contract prices get applied to a quote?

At quote creation, APEX checks the customer’s active price agreements — same part and condition, quantity within the cap, date inside the window — and auto-fills the matching line’s price, tagging it with a Contract pill. A price you deliberately enter yourself wins over the agreement. See: Quotes & contract pricing.

Does marking a quote SENT email the customer?

No. SENT publishes the quote to the customer’s portal, where they can approve or decline — it sends nothing. Share the quote through your usual channel, or point the customer at their portal. See: Quotes & contract pricing.

A quote passed its validity date — why does it still say SENT?

Quote statuses never flip automatically. Past the valid-until date, the portal stops offering a decision and the Follow-ups worklist flags the quote PAST DUE — but the status stays SENT until you mark it EXPIRED yourself. See: Quotes & contract pricing.

How do I close an RFQ I’ve decided not to quote?

There’s no close button yet. An RFQ only leaves the open counts when you quote it, so un-quoted requests stay in the OPEN RFQs tally for now. See: The RFQ inbox.

Why does the Commissions tab tell me I don’t have access?

Symptom: clicking Commissions shows an access notice — “Commission tracking is limited to owners and admins. Ask one to grant you access.” — instead of the tab’s reports. Cause: commissions are finance data gated to owners and admins; the server refuses members. Fix: ask an owner or admin for the figures you need, or for a role change if commissions are part of your job. See: Commissions.