How to Add a Quotation in GPOS

This tutorial will guide you through the step-by-step process of creating a new quotation in GPOS.

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🛠️ Why You Need to Add a Quotation

• To provide a customer with a price estimate before finalizing a sale

• To help customers compare pricing options (e.g., Silver, Gold price group)

• To keep a record of potential sales opportunities

• To quickly convert quotations into invoices when confirmed

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📋 Steps to Add a Quotation in GPOS

✅ Step 1: Go to Quotation Management

1. Log in to your GPOS dashboard.

2. From the side menu, navigate to “Order”.

3. Click on “Add Quotation”.

✅ Step 2: Fill in Quotation Details

1. Customer – Select an existing customer or create a new one.

2. Closing Balance – System will show the customer’s outstanding balance (if any).

3. Quotation ID – Automatically generated (e.g., 317-2508-0001).

4. Date – Choose the date of quotation.

5. Sales Account / Ledger – Select the appropriate sales account.

6. Price Group – Choose from available groups (e.g., Silver, Gold).

✅ Step 3: Add Products

1. Use Search Product (by name/code) or scan barcode.

2. Enter Quantity and Unit.

3. Enter Unit Price.

4. Apply Discount if required (Fixed or Percentage).

5. Add additional details (IMEI / Serial Number / Other Info) if needed.

✅ Step 4: Review Product Table

The system will display all selected items in a table with:

• Product

• Quantity

• Unit

• Price (Inc. Tax)

• Subtotal

✅ Step 5: Add Shipment Details (Optional)

1. Enter Shipment Address.

2. Select Shipment Status (e.g., Pending, Shipped, Delivered).

3. Add Delivered To details if required.

4. Write any additional Notes.

✅ Step 6: Review Quotation Summary

• Total Items – Number of different products quoted.

• Total Quantity – Total units across all products.

• Subtotal – Before discounts and taxes.

• Sale Discount – Any overall discount applied.

• Sale Tax – Add applicable tax.

• Shipment Charge – Add delivery charges if applicable.

• Total Amount – Final quotation value.

✅ Step 7: Save and Print

1. Click “Save” to store the quotation.

2. To provide a copy to the customer, click “Print” and choose the format (e.g., A4).

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🔐 Important Notes

• Quotation numbers are automatically generated to maintain sequence.

• Only authorized users can add or edit quotations.

• Quotations can be easily converted into invoices when the customer confirms the order.

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🎯 Tips

• Always double-check customer details before saving.

• Use Price Groups to quickly provide different pricing tiers (e.g., Silver, Gold).

• Adding shipment and note details makes quotations more professional.

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By following these steps, you can efficiently create a professional quotation in GPOS and share it with your customers — helping you close sales faster.