Quotes

Sometimes a customer wants a price in writing before they commit. The ๐Ÿ“„ Quote button turns the current cart into a tier-priced quotation PDF โ€” without creating a Linnworks order. Nothing is placed, processed or counted against stock; it's a quote, not a sale.

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Generate a quote

Build the cart exactly as you would for an order โ€” add products, pick the customer, set quantities. Then, instead of submitting, click ๐Ÿ“„ Quote.

  1. Build the cart

    Add the products and quantities you want to quote. If the customer is on a tier, their B2B Price Tiers prices are already applied, so the quote shows the real tier-priced figures.

  2. Click ๐Ÿ“„ Quote

    Trade Order POS generates a quotation PDF from the cart and downloads it. The PDF lists each line at its tier price with the cart totals.

    The order form with the Quote button highlighted next to the Submit Order button
  3. Optionally email it to the customer

    If the selected customer has an email address, you can email the quote PDF straight to them as well as downloading it.

    The quote dialog offering Download and Email to customer for the generated quotation PDF

A quote is not an order. Generating a quote does not create anything in Linnworks โ€” no order shell, no stock allocation, no payment status. When the customer accepts, build the cart again (or reload it) and submit it as a normal order.

When to use it

For how tier prices reach the cart in the first place, see the B2B Price Tiers integration.