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What a quote is
A quote is the document that comes before the booking.
"Six divers, five days in March, two boat days and three night dives, plus full rental" is not a reservation yet — nobody has said yes. Building it as a receipt would mean creating the bookings first, taking seats on departures that may not even exist, for a trip the client has not accepted. So a quote is its own document, and it lives in Sales → Quotes.
The list tells you who you are waiting on
Every quote gets its own number, per center (Q-000001) and a validity date. The status says where it stands:
| Status | What it means |
|---|---|
| Draft | Still yours. No number yet, nothing sent. |
| Sent | The client has it and the clock is running. |
| Approved | They said yes. This is the one you can turn into bookings. |
| Rejected | They said no. |
| Expired | The validity date passed. |
| Converted / Partially converted | Some or all of its lines are now real bookings. |
Two of those are not stored, they are worked out on the spot:
- Expired only paints over a quote that was sent. An approved one with a past date is not expired — the deadline was for deciding, and they decided. A draft was never offered to anyone.
- Converted is not yes-or-no. Converting is partial and repeatable, so two days out of three read differently from all three.
Nothing expires on its own: there is no job running in the background. The date is a fact printed on the paper, and the list reads it.
A quote does not freeze the price
This is the part worth reading twice.
If the trip is months away and your rates change in the meantime, the receipt is built with today's list, not with the quoted number. Whatever you agreed with the diver is between you and them, and the desk decides case by case whether to honour the old figure — by editing the line or applying a discount, which then shows on the paper.
The software will never quietly bill an amount nobody chose.