← Quotes / New

New quote

will post as Q-2026-035 · Q-{yyyy}-{seq} series (admin-settings numbering)

1 · Customer & request

Customer

customer_id nullable for walk-ins — converts to a record on acceptance. + New customer opens Customers.

Contact

Customer ref

Requested delivery

engine flags when MO-schedule lead time (~3 weeks) exceeds it — fits

Currency

foreign currency snapshots quotes.exchange_rate; floor compare always in base MYR.

CRM deal

2 · Source & product

Source

standard product + packaging → machine; anything custom routes to the R&D queue.

Product

rolled-up cost 3.10 MYR live from BOM + operations · floor 5.00 · list 8.00 · category tier margin bands applied · MOQ 1,000 pcs

3 · Tier lines

machine-priced by qty break — editable within band

Qty tier	Unit price MYR	Margin %	Tax	Line total MYR
pcs

All tiers ≥ floor 5.00 — the machine never quotes below floor

Margin column is owner role only — hidden from sales. Valid 30 days from send → valid_until = sent_at + 30; nightly job flips sent → expired.

4 · Shipping & notes

Shipping fee — description

Amount

Tax

The shipping trio is carried onto the one-click SO on acceptance.

Notes — customer-facing, prints on the quote PDF

Save draft Cancel

On send: sets sent_at → valid until 2026-08-06 · status Draft → Sent · creates the CRM deal → Quoted. Accepted later → one-click SO in the customer's series (lines, prices & shipping carried over).

Project Gaia — static mockup in Filament v3 idiom. No backend. Q-2026-035 is the Draft row in quotes.html (Hafiz Trading, Double Root, 1k/5k/10k @ 8.00/7.20/6.60) prefilled from the auto-quote machine result; costs, floors and margin bands echo price-lists.html / item-detail.html.

Field	Filament component	Type	Source	FK target
Page	QuoteResource CreateRecord	form	creates: quotes + quote_lines; next number from quotes.quote_no — Q-{yyyy}-{seq} series (admin-settings numbering)	—
Customer	Select + inline CreateAction	FK nullable	stored: quotes.customer_id — nullable for walk-ins; converts to a customers record on acceptance	customers.id
Customer ref	TextInput	string, nullable	stored: quotes.customer_ref — printed on the quote PDF	—
Requested delivery date	DatePicker	date, nullable	stored: quotes.requested_delivery_date — engine flags when MO-schedule lead time (~3 wk) exceeds it	—
Currency / FX	Select + snapshot	string + decimal	stored: quotes.currency (default base MYR) + quotes.exchange_rate snapshotted at quote time; floor compare always in base MYR	—
Source	ToggleButtons	enum	stored: quotes.source — auto (machine) \| rnd (routed through R&D); custom product forces rnd	—
Product	Select	FK — one of two	stored: quote_lines.variant_id (auto) OR quote_lines.formulation_version_id (rnd) — exactly one set per line	variants.id / formulation_versions.id
Tier lines	Repeater (qty_tier, unit_price)	rows	stored: quote_lines — one row per tier (quote_id, qty_tier, unit_price)	quotes.id
Line: Tax	Select per tier line	FK	stored: quote_lines.tax_rate_id — default '5% - Sales Tax', same tax_rates table as SO	tax_rates.id
Margin %	TextEntry (owner role only)	derived	quote_lines.margin_pct — computed from cost snapshotted at quote time; hidden from sales role	—
Valid until	TextEntry::date() (derived)	date	stored: quotes.valid_until = sent_at + 30 days; nightly job flips sent → expired past it	—
CRM deal	Select::relationship	FK, nullable	stored: quotes.deal_id — created/updated on send, moves to Quoted; accepted → Won	deals.id
Shipping fee	TextInput group (trio)	string / money / FK	stored: quotes.shipping_fee_description / shipping_fee_amount / shipping_fee_tax_rate_id — carried onto the one-click SO on acceptance	tax_rates.id
Notes	RichEditor	rich text, nullable	stored: quotes.notes — customer-facing, on the quote PDF	—
Save & send	Action (form modal)	action	sets quotes.sent_at → valid_until; status Draft → Sent; creates/updates the CRM deal → Quoted; queues the quote PDF email	deals.id

Field

Filament component

Type

Source

FK target

Page

QuoteResource CreateRecord

form

creates: quotes + quote_lines; next number from quotes.quote_no — Q-{yyyy}-{seq} series (admin-settings numbering)

—

Customer

Select + inline CreateAction

FK nullable

stored: quotes.customer_id — nullable for walk-ins; converts to a customers record on acceptance

customers.id

Customer ref

TextInput

string, nullable

stored: quotes.customer_ref — printed on the quote PDF

—

Requested delivery date

DatePicker

date, nullable

stored: quotes.requested_delivery_date — engine flags when MO-schedule lead time (~3 wk) exceeds it

—

Currency / FX

Select + snapshot

string + decimal

stored: quotes.currency (default base MYR) + quotes.exchange_rate snapshotted at quote time; floor compare always in base MYR

—

Source

ToggleButtons

enum

stored: quotes.source — auto (machine) | rnd (routed through R&D); custom product forces rnd

—

Product

Select

FK — one of two

stored: quote_lines.variant_id (auto) OR quote_lines.formulation_version_id (rnd) — exactly one set per line

variants.id / formulation_versions.id

Tier lines

Repeater (qty_tier, unit_price)

rows

stored: quote_lines — one row per tier (quote_id, qty_tier, unit_price)

quotes.id

Line: Tax

Select per tier line

stored: quote_lines.tax_rate_id — default '5% - Sales Tax', same tax_rates table as SO

tax_rates.id

Margin %

TextEntry (owner role only)

derived

quote_lines.margin_pct — computed from cost snapshotted at quote time; hidden from sales role

—

Valid until

TextEntry::date() (derived)

date

stored: quotes.valid_until = sent_at + 30 days; nightly job flips sent → expired past it

—

CRM deal

Select::relationship

FK, nullable

stored: quotes.deal_id — created/updated on send, moves to Quoted; accepted → Won

deals.id

Shipping fee

TextInput group (trio)

string / money / FK

stored: quotes.shipping_fee_description / shipping_fee_amount / shipping_fee_tax_rate_id — carried onto the one-click SO on acceptance

tax_rates.id

Notes

RichEditor

rich text, nullable

stored: quotes.notes — customer-facing, on the quote PDF

—

Save & send

Action (form modal)

action

sets quotes.sent_at → valid_until; status Draft → Sent; creates/updates the CRM deal → Quoted; queues the quote PDF email

deals.id

New quote

Save & send quote

New quote — field manifest

Engine notes