How to Create a Quotation in OfficeGest

Evidence Summary

Create route: /vendas/orc/create
List route: /vendas/orc
Final view: /vendas/orc/view/OTk5OTAwMDk1
Workflow run: quotation-orc-20260520T004056Z
Created quotation: 999900095 / ORC 9999/95
Evidence file: raw/playwright/workflows/latest-quotation-orc.json

Verified quotation workflow

When to Use This

Use Quotation [ORC] to send or record a price proposal before the customer places an order or receives an invoice. In the verified path the quotation saved as open, did not require payment, and did not affect physical stock or order quantities.

Step-by-Step

Open Sales / Quotation [ORC], then click Create Budget, or navigate directly to /vendas/orc/create.
Confirm the page title is OG - Quotation [ORC]. The action buttons are Save Draft, Save and Print, and Save and Finish.
Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
Review billing address, employee, commercial, payment term, currency, tax zone, and series. The verified run used employee Demo, commercial Comercial 1, payment term PP, currency EUR, and series 9999.
Optionally enter a reference. The verified run used AI-ORC-20260520T004056Z.
Add the quotation line. The verified line used article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, and total 1.97.
Click Save and Finish.
Confirm the Are you sure? dialog with OK.
OfficeGest posts saveDocument, redirects to the ORC view, and keeps the quotation in Open state. The verified save response was 999900095%OK&=&OKDOC&=&.
Search the ORC list for 999900095 or reference AI-ORC-20260520T004056Z. The verified row showed status ABR / Open, total 1.97, and paid value 0.00.

Verified Quotation Values

Field	Value
Internal number	`999900095`
Visible document number	`ORC 9999/95`
Reference	`AI-ORC-20260520T004056Z`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Status	`ABR`, visible as Open
Total	`1.97`
Payment	No payment modal; `ValorPago=0`.
Stock/order effect	Warehouse `1` physical stock stayed `-41`; `qtd_enc_cliente` stayed `5`; `qtd_enc_forn` stayed `2`.

Backend Calls Observed

Action or endpoint	Purpose
`NameEntidades`	Loads customer master data for customer `910`.
`findDocsPendentes`	Checks pending customer document warning context.
`loadArtigoReducido&compras=F&actualizastocks=F&tipoop=ORC`	Loads sales article metadata without stock update behavior.
`insertLinhaTabDoc`	Inserts the quotation line into temporary table `45759`.
`create_document&option=calcular_totais`	Calculates net, VAT, retention, and quotation total.
`checkProfitMargins`	Validates margin rules before save.
`saveDocument`	Creates the open ORC quotation. The verified response was `{"return":"999900095%OK&=&OKDOC&=&","print_documents":[]}`.
`DT_List_Documentos`	Verifies the ORC list using table `Orcamento`, `typesaft=WOR`, and `tipoop=ORC`.
`dt_list_recalc_stock_articles_lojas`	Confirms that quotation save did not change stock/order quantities.

Raw evidence: raw/playwright/workflows/quotation-orc-20260520T004056Z.json. Screenshots: assets/screenshots/quotation-orc-20260520T004056Z-01-create-page.png through assets/screenshots/quotation-orc-20260520T004056Z-04-orc-list.png.

Validation Notes

No stock reservation: unlike ENC, ORC did not increase qtd_enc_cliente.
No physical stock movement: QtdStock stayed unchanged.
No payment step: quotation save did not open a payment modal.
Commercial state: the created quotation remained ABR / Open and can be converted or followed up later.
Cancellation follow-up: the same verified quotation was later cancelled in Cancel a Quotation, where stock and order quantities stayed unchanged.