Step by step
- Open Services > Quotation List.
- Press Filter Options and narrow the list by Business, Customer, From Date and To Date, then press Filter.
- Type a quotation ID or customer in the search box. A search looks through all dates, not only the dates of the filter.
- Click Action on a row. View opens the quotation, Edit changes it, Delete removes it, Add Job Card opens Add Job Card filled with the customer and items, and Edit Shipment Details updates the delivery.
- Current Status shows Quotation, or Ordered when it was taken further.
- The last row shows the totals of Total Qty and Total Amount. Excel, Pdf and Print export the list, and New (F3) opens Add Quotation.
Good to know
- A quotation does not change stock or any ledger, so deleting it changes nothing else.
- Edit and Delete are shown only in the shop that made the quotation.
- Add Job Card needs the permission to create job cards.