Creating a Quotation
When you create a Quotation in Sage Sales Management (SSM), it will automatically be set to:
Status: Draft
Record Type: Quotation
Both the Sale Record Type and Status fields are read-only.
Synchronisation Frequency
Quotations are synchronised with Sage 50 UKI every 30 minutes.
Price Calculation and Draft Status
Once created, the Quotation is sent to Sage 50 UKI for line price calculation.
The Quotation remains editable in SSM as long as it is in draft status — this is different from other integrations.
Synchronisation Message
After the initial sync, the following message appears in the internal comments:
"Quotation synchronised! The Quotation has been synchronised with Sage 50 UKI Accounts. If you wish to mark it as final, simply edit the Quotation and set the 'Final Synchronisation with Sage' field to YES. At this point, the Quotation will become read-only in Sage Sales Management."
Final Synchronisation
Once your Quotation is final:
Set the status to Pending final sync.
Save the record — this will trigger the final synchronisation.
After syncing, the Quotation becomes read-only in SSM.
The update in Sage 50 UKI will happen during the next scheduled sync.
Field Updates After Final Sync
Once finalised and synced, the following updates are applied:
The status in SSM changes to Synchronised.
The Sage 50 UKI Quotation ID is displayed.
Internal comments will show:
"Success! The final Quotation has been successfully updated in Sage 50 UKI Accounts. From this point on, you can continue managing it from there."