Quotes Workflow Overview

This set of guides describes the entire journey of processing a Quote in Stone3D.AI, from the moment a customer sends a request for quote (RFQ) to the point the finished quote is sent back to the customer.

For a detailed reference to every tab and button in the Quote list and editor screens, see Quotes List and Editor. This set of guides adds a business-process point of view, while that other document is a screen/tab reference.

Overall Process Flow


1. Receive RFQ from customer
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2. Review RFQ information
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3. Create Quote
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4. Add Parts to Quote
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5. Configure Quantity (quoted quantities)
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6. Configure Pricing (price)
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7. Determine Lead Time (delivery time)
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8. Review Quote (double-check everything)
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9. Complete Quote (change status)
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10. Generate / Export Quote (PDF, Excel, CSV...)
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11. Send Quote to customer

Each step above corresponds to a chapter in this set of guides (chapters 02 → 11). Chapter 12 summarizes all the statuses a Quote can go through, and chapter 13 is a continuous, hands-on walkthrough covering the entire process on a real Quote.

Key Concepts

Concept	Meaning in the system
RFQ (Request for Quote)	A request for a quote from the customer. In the current system, RFQ is not a separate screen/module but rather information attached to a Quote — the RFQ number (RFQ Number), the date the RFQ was received (RFQ Received), and the attached RFQ files.
Quote	The quotation — the central unit of the entire process. Each Quote has a unique code (e.g. `Q-2026-00025`), one or more Line Items, customer information, the responsible people, and a status.
Line Item	A quote line within a Quote, tied to a specific Part (a component/assembly to be machined or purchased outside). All Quantity, Pricing, and Lead Time configuration is done at the Line Item level.
Quantity Tier	A quantity level to be quoted for a Line Item (e.g. 1, 10, 100 units). Each tier has its own Unit Price, Total Price, and Lead Time.

Note: the current system has no standalone “Receive RFQ” screen or RFQ module. The entire RFQ concept is expressed through data fields in the Create Quote / Edit Quote screen (see the Receive RFQ chapter). If the system later adds a dedicated RFQ module, this document will need to be updated.