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.
🛠️ 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
📋 Steps to Add a Quotation in GPOS
✅ Step 1: Go to Quotation Management
Log in to your GPOS dashboard.
From the side menu, navigate to “Order”.
Click on “Add Quotation”.
✅ Step 2: Fill in Quotation Details
Customer – Select an existing customer or create a new one.
Closing Balance – System will show the customer’s outstanding balance (if any).
Quotation ID – Automatically generated (e.g.,
317-2508-0001).Date – Choose the date of quotation.
Sales Account / Ledger – Select the appropriate sales account.
Price Group – Choose from available groups (e.g., Silver, Gold).
✅ Step 3: Add Products
Use Search Product (by name/code) or scan barcode.
Enter Quantity and Unit.
Enter Unit Price.
Apply Discount if required (Fixed or Percentage).
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)
Enter Shipment Address.
Select Shipment Status (e.g., Pending, Shipped, Delivered).
Add Delivered To details if required.
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
Click “Save” to store the quotation.
To provide a copy to the customer, click “Print” and choose the format (e.g., A4).
🔐 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.
🎯 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.
By following these steps, you can efficiently create a professional quotation in GPOS and share it with your customers — helping you close sales faster.