Step by step
- Open Services > Add Quotation.
- Select the Customer; Closing Bal. shows the balance the customer already has. Quotation ID is made automatically. Check the Date and the Sales Account.
- Choose the Price Group, then type the name or code in Search Product (F2), or scan the barcode.
- Correct Quantity, Unit, Unit Price, Discount and Unit Tax, add the IMEI/SL No./Other Info if needed and press Add. Repeat for every service and part.
- Click a line in the table to change it, or the delete icon to remove it.
- On the right enter Sale Discount, Sale Tax and Shipment Charge if there are any, and the shipment details and notes. Total Amount is the offer.
- Choose the print size in Print at the top and press Save & Print (F9), or Save (F8). After saving you can print, email, SMS or WhatsApp the quotation.
Good to know
- Date and Sales Account are required. A quotation cannot be made for a deactivated customer.
- A quotation does not change stock, the ledger of the customer or the accounts.
- Unit Price and Discount can be changed only by a user who has the permission to edit the price and the discount on the sale screen.
- To start the repair, open Services > Quotation List and click Action > Add Job Card, or type the quotation ID in the Quotation ID. box of Add Job Card.