New quote

Form to create a quote without a treatment plan. On save it is born in draft and the detail opens, where lines are added.

At a glance

• Header only. Pick the patient, validity and notes here. Lines (catalog items, tooth, discounts, VAT) are added on the detail page after saving.
• If the patient already has a treatment plan in draft or pending without a quote, the form says so with a link to the plan: a plan's quote is generated from the plan (on confirm) so both stay linked and in sync. A quote created here is never linked to the plan.
• Automatic numbering. The number (PRES-YYYY-####) is assigned on save; not editable.
• Validity. valid_from defaults to today; valid_until is left empty (no expiry) unless you fill it in.

Create a quote

Requires budget.write.

1. Select the patient (coming from their record, cancel takes you back there).
2. If the "plan without quote" notice shows, click Open plan and generate the quote from there. Continue only when the quote belongs to no plan.
3. Adjust validity and notes (internal or patient-facing).
4. Create and add items. The detail opens in draft to add lines, send or sign.

Create from a treatment plan

Requires treatment_plan.plans.confirm.

On the plan, click Confirm: a linked draft quote is created with the plan's treatments as lines. From then on the lines are managed from the plan (see quote detail).

Permissions

What you see / can do	Permission
Create the quote	budget.write
See the "plan without quote" notice	treatment_plan.plans.read

Troubleshooting

• The patient selector is empty. You lack patients.read.
• No notice although the patient has a plan. Only draft/pending plans without a quote are flagged; a confirmed plan already has its quote on its own detail page.