# Pricing Quotation

_Applications › Sales › Pricing Quotation_

![Pricing Quotation](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/4ee9df4a1ecdd6569a841f263594e83a.png)
*Buyouts — Sales › Pricing Quotation*

## Overview

Pricing Quotation is the Sales workspace for reviewing and managing buyout-related quotation records. Sales representatives, account managers, project managers, and purchasing officers use it to locate quotation packages by package number, sales job number, purchaser, offer type, bid due date, or sub-supplier.

Use this workspace when you need to start a new pricing quotation, find an existing quotation, review quotations that are shown as offers, or review archived records.

## Settings

Before working with pricing quotations, set up the list layout that you need for day-to-day review. The available settings control how the Buyouts list is displayed; they do not define quotation content.

| Control | Purpose |
|---|---|
| **Layout name** | Names the layout that you are creating or maintaining. |
| **Standard Layout** | Selects the standard list layout. |
| **Add Layout** | Adds a layout using the entered layout name. |
| **Update Current** | Updates the currently selected layout. |
| **Delete Current** | Deletes the currently selected layout. |
| **Columns Chooser** | Opens the control for choosing list columns. |
| **Layout options (icn icn-layoout)** | Opens layout-related options. |
| **Settings (icn icn-settings)** | Opens settings-related options for the list. |
| **Files** | Displays the files field associated with the screen. |

1. Navigate to **Sales** > **Pricing Quotation**.

   ![Buyouts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0f9d880ccfab886911789b708eabfb0b.png)
*Buyouts — Sales › Pricing Quotation*

2. To use the default view, select **Standard Layout**.

3. To create a layout for a particular review activity, enter a meaningful value in **Layout name**, then select **Add Layout**.

4. To adjust the columns displayed in the Buyouts list, select **Columns Chooser**. Review the available columns and retain the fields that support your quotation review, such as package number, sales job number, purchaser, offer type, bid due date, and sub-supplier.

5. When you have adjusted the current layout, select **Update Current** to save the current layout changes. If you do not want to keep the changes, select **Cancel**.

> **Tip:** Use a clearly identifiable layout name, such as “Purchaser Bid Dates,” so that the purpose of the view is apparent when you return to the list.

> **Warning:** Use **Delete Current** only when you no longer need the selected layout. The screen does not show a recovery action for a deleted layout.

## Workflow

1. Open the pricing quotation workspace by navigating to **Sales** > **Pricing Quotation**. Start from the **All** view when you need the broadest list of available pricing quotation records.

   ![Buyouts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0ea8eb58b056517c3aff305ea5ce36c1.png)
*Buyouts — Sales › Pricing Quotation*

2. Decide whether you are starting a quotation or reviewing an existing one:
   - To begin a new pricing quotation, select **New**.
   - To locate an existing record, enter a package number, sales job number, purchaser, offer type, bid due date, or sub-supplier value in **Search**.

   The available screen shows the list workspace and the **New** action. Complete any additional quotation details in the record screen that opens after selecting **New**.

3. Review the list information needed to identify the correct quotation. Use the visible list columns to distinguish records, including:
   - Package number
   - Sales job number
   - Purchaser
   - Offer type
   - Bid due date
   - Sub-supplier

4. Decide which list stage is relevant to your task:
   - Select **All** to review the complete list shown by the workspace.
   - Select **Offers** when reviewing records shown as offers.
   - Select **Archived** when reviewing archived records.

5. If the displayed list is outdated, select **Refresh (icn-update)** to refresh the screen.

> **Note:** The available screen includes the **All**, **Offers**, and **Archived** tabs, but it does not provide an action for moving a record between those tabs. Do not assume that selecting a tab changes the quotation record.

## All

The **All** tab shows pricing quotation records in the main Buyouts list. Use this stage to search across the available records and compare the package number, sales job number, purchaser, offer type, bid due date, and sub-supplier shown for each entry.

Use **Search** to narrow the list before opening or reviewing a record. The available controls do not identify an action that moves a quotation into or out of the **All** tab.

## Offers

The **Offers** tab shows records presented as offers. Use this stage when your review is focused on offer-related pricing quotations, such as checking the purchaser, bid due date, offer type, and sub-supplier associated with an offer.

The available controls do not show an action that moves a record into or out of the **Offers** tab. Select **Offers** to review the records already displayed in this stage.

## Archived

![Buyouts](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3ffbcdd54ed78f9d1ac17fd1fb3b83b7.png)
*Buyouts — Sales › Pricing Quotation*

The **Archived** tab shows archived pricing quotation records. Use this stage when you need to review records that are no longer being considered in the current list view while retaining access to their identifying information.

The available controls do not show an archive or restore action. Select **Archived** to view records already shown as archived.

## Examples

A purchasing officer needs to review a pricing quotation package for sales job `J26.1044`. The package is expected to be associated with purchaser “Northstar Purchasing,” offer type “Firm,” and a bid due date of 18 February 2026.

1. Navigate to **Sales** > **Pricing Quotation** and select **All**.

2. In **Search**, enter `J26.1044` to reduce the list to records related to the required sales job.

3. Review the matching list entry and confirm the visible values for the package number, purchaser, offer type, bid due date, and sub-supplier.

4. If the quotation is being reviewed as an offer, select **Offers** and search for the same sales job number or package number.

5. If the record is not found in the current list, select **Archived** and repeat the search. This confirms whether the quotation is shown in the archived stage rather than the current offer list.

6. If the relevant columns are not visible, select **Columns Chooser**, adjust the current list view, and select **Update Current** to retain the layout for future quotation reviews.

## Tips

> **Tip:** Search by the most specific identifier available, such as the package number or sales job number, before using broader values such as purchaser or offer type.

> **Note:** Use **All** for a broad review, then use **Offers** or **Archived** to focus on the corresponding tab view.

> **Warning:** The **Delete** and **Delete Current** actions are displayed with the layout controls. Do not use them as a substitute for archiving a pricing quotation, because no quotation archive action is shown on this screen.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required pricing quotation does not appear in the list. | The current search value is too restrictive, or the record is shown in another tab. | Clear or revise **Search**, then check **All**, **Offers**, and **Archived**. |
| Important list information is not visible. | The current layout does not display the required columns. | Select **Columns Chooser**, adjust the displayed columns, and select **Update Current** if you want to keep the layout. |
| The list does not reflect recent activity. | The displayed list may need to be refreshed. | Select **Refresh (icn-update)** and repeat the search. |
| A saved layout is no longer appropriate. | The current layout was created for a different review purpose. | Select **Standard Layout**, or create a new layout using **Layout name** and **Add Layout**. |

## Related pages

- [Sales — Overview](doc:sales-overview)
- [sales](doc:sales-guide-2)
- [Sales — Learning Path](doc:workflows-sales-2)
- [Sales Jobs](doc:sales-jobs-guide)
- [buyouts](doc:buyouts-sales)
- [List](doc:sales-buyouts-list-view)
- [Letters Of Guaranties](doc:sales-letters-of-guaranties-new)
- [L/Gs](doc:lgs)
- [NewInstantJob](doc:sales-list-newinstantjob)
- [Stock](doc:stock)