# Creating Offers

In **Surface Solutions**, offers can be created directly from a calculation. The prerequisite is that the calculation includes a customer. The customer provides the necessary information, such as address and contact person, which is automatically adopted into the offer.

## Offer Editor  


Once a customer is entered in the calculation, the **"Create Offer"** button appears in the top right area of the Calculation Overview. Clicking it takes you to the **Offer Editor**, where all data from three sources is consolidated:

- [Customer Data](https://academy.surface-solutions.com/books/user-manual-en/chapter/customer "Customer Data"): address, contact person, and other relevant information
- [Calculation](https://academy.surface-solutions.com/books/user-manual-en/chapter/calculations "Calculation"): positions, total price, and any additional information
- [Document Definition](https://academy.surface-solutions.com/books/user-manual-en/chapter/document-definition "Document Definition"): standard texts, footnotes, payment terms, delivery terms, and standard positions

[![image.png](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/scaled-1680-/TnAimage.png)](https://academy.surface-solutions.com/uploads/images/gallery/2025-10/TnAimage.png)

### Positions in the Offer Editor  


All positions from the calculation are automatically adopted into the offer. Additionally, standard positions from the [document definition](https://academy.surface-solutions.com/books/user-manual-en/chapter/document-definition "document definition") are added if configured. These can be deleted if needed.

In the Offer Editor, you can:

- Edit or delete positions
- Adjust prices for individual positions
- Apply discounts to individual positions or the total sum
- Change the order of positions

### Preview and Creation  


The **"Preview"** button displays a temporary preview of the offer. The **offer number** is only assigned once the offer is finalized.

Clicking the **"Create Offer"** button generates the offer permanently and stores it in the **Offer Overview**. After creation, an offer can no longer be edited. If changes are needed, a **follow-up offer** can be created (see chapter **"**[Create Follow-Up Offer](https://academy.surface-solutions.com/books/user-manual-en/page/create-follow-up-offers "Create Follow-Up Offer")**"**).

### Numbering  


Each offer receives a sequential offer number. The numbering sequence can be defined organization-wide through the [document definition](https://academy.surface-solutions.com/books/user-manual-en/chapter/document-definition "document definition"), similar to invoices or credit notes.