# Quotes and types of quotations

## Context 1: 

MASOCIETE is contacted by its client, Isabella POIREAU, who wants to renovate the reception area of her establishment. Isabelle requests a quote for the following furniture:

* A corner sofa
* A bookshelf
* 5 chairs

After checking the availability of these items, the MASOCIETE sales person prepares a quote, which is then sent to Isabelle POIREAU for approval.

## Context 2: 

AMB & ST has hired a manager for its new premises. As usual, she purchases furniture from MASOCIETE. Each order always includes:

* A corner desk 
* A chair 
* A footrest

Before confirming the order, a quote will be sent to AMB & ST for approval.

### Implementation in Simax 

### Creation of quote 

To create the quote, go to **Sales > Quotation > Quotes** and then click on **\[\[New]]**.

<figure><img src="/files/toihQN1inx7cch2FFz75" alt=""><figcaption></figcaption></figure>

We create the various items and finish with  **\[\[Save]]**.

### Creation of quotation type

First, create the Quote type in **Sales > Quotation > Quotation types** and then click on **\[\[New]]**.

<figure><img src="/files/9eUiOYSipMhmSxPh1ZA1" alt=""><figcaption></figcaption></figure>

To create the quotation type line, click on **\[\[New]]**.

<figure><img src="/files/lG7dBjqLr5bwdappzs2b" alt=""><figcaption></figcaption></figure>

And **\[\[Save]]**.

The quotation type is now visible in the Quotation type list.

<figure><img src="/files/jCiNgjoS5YRHmr6q50hA" alt=""><figcaption></figcaption></figure>

We will now create the quote for AMB & ST by going to **Sales > Quotation> Quotes** and then clicking on **\[\[New]]**.

After that, instead of filling in the quote lines, just select “New premises” as the Quote type and the quote lines will be filled in automatically.

<figure><img src="/files/KCn8HaBzVZ70G38aUDi5" alt=""><figcaption></figcaption></figure>

Then **\[\[Save]].**


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://doc.simax.fr/documentation-simax-anglais/sales-management/quotes-and-types-of-quotations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.