Creating a quote
Creating a quote
Creating a quote
A quote (ponuda) uses the same line-item model as an outbound invoice, but it is not fiscalized and is not sent through moj-eRačun. Create a new quote with the New quote button on the quotes list.
Quote header
| Field | Notes |
|---|---|
| Customer | Selected from the partner registry; data is auto-filled |
| Business premises | Determines the quote numbering sequence |
| Business year | Defaults to the currently active year |
| Quote date | dd.mm.yyyy, defaults to today |
| Valid until | dd.mm.yyyy, optional — the quote’s expiry date |
| Payment method | Bank transfer / Cash / Card / Other |
| Operator OIB | Optional |
| Purchase order reference | Optional |
| Payment reference | Auto-generated; always includes the model code |
The quote number is assigned automatically and is independent of invoice numbers.
The numbering scope (per year or per premises) is set in Settings → Quote
template.
Line items
Each line item has the same fields as an invoice line item:
- Description, quantity, unit, unit price
- Per-line discount (%)
- VAT rate (25% / 13% / 5% / 0% — with an exemption reason for 0%)
- KPD code (format
XX.XX.XX)
The search button opens the product modal (search by name/SKU, 15 rows per page). Selecting a product fills in all line-item fields.
Discounts and summary
- Document-level discounts — added as a percentage or a fixed amount
- The VAT summary and totals are calculated automatically from the line items and discounts
Quote numbering
The quote number depends on the scope set in the quote template:
| Scope | Number format |
|---|---|
| Per year | {sequence}/{year} |
| Per premises | {sequence}/{premises code}/{year} |
Numbering is atomic and gap-free — the number is assigned when the quote is saved.