Step by step
- Open Orders > Add Quotation.
- Select the Customer; the + beside it adds a new customer. Closing Bal. shows the balance the customer already has. Choose the Sales Rep. if someone else made the offer.
- Check the Date and the Sales Account. Price Group decides which price list is used for the items.
- In Search Product type the name or code, or scan the barcode. The entry line is filled with the unit, Unit Price, Discount and Unit Tax of the product.
- Enter the Quantity, correct the price or the discount if needed and press Add. Repeat this for every product. The button beside Short Description adds IMEI, serial or other info and a warranty to the line.
- Below the table fill the shipment Details, Address, Status, Delivered To and Note if needed.
- On the right enter Sale Discount, Sale Tax and Shipment Charge if there are any. Total Amount is the total you offer.
- Choose the paper size in Print at the top, then press Save & Print (F9) to save and print, or Save (F8) to save only. After printing you can also send the quotation by email, SMS or WhatsApp from the same window.
Good to know
- Customer, Date and Sales Account are required and at least one product must be in the table.
- A quotation needs a listed customer; it is refused for the walk-in customer and for a deactivated customer.
- Saving a quotation does not change the stock, the ledger or the due of the customer. The Quotation ID is made by the software.
- To turn the quotation into a sales order use Change Current Status in Quotation List, or Edit it and set Status to Order.
- The price and the discount of a line, and the date, can be changed only by a user who has the permission for it.
- Esc closes the product list and any open window.