Quotations

A quotation is a formal document that provides a proposed price for products or services to a customer. It includes details such as product descriptions, quantities, pricing, discounts, terms, and validity. Quotations help customers make purchasing decisions before finalizing a sale.

To add a quotation first you have to go to the sale section and click on quotation. After just click on new quotation button and follow the below steps:

Customer: Choose the customer for whom the quotation is created.

Email: Set the customer email address.

Mobile Number: Set the phone number of the customer.

PO: Set the purchase order.

Shipping Address: Write down the address to where you have to send the product.

Warehouse: Choose the warehouse from which the product will be supplied.

Set Date: Enter the date of the quotation.

Reference No: Enter the reference number.

Valid Till Date: The last date until which the quotation remains valid for acceptance.

Product Name: Select Product: Choose the product for which you are creating the quotation.

Quantity: Enter the number of units of the product included in the quotation.

Rate: Enter the price per unit of the product in the quotation.

Amount: The total price calculated based on the quantity and rate of the product.

Shipping Charge: Write down the delivery charge of the product.

Discount: Write down the discount rate if applicable.

Amount In Word: Payment amount in word.

Save: If you click on the save button your quotation will be recorded successfully.

Save and Close: If you click on this button your quotation will be recorded and the quotation page will be closed.

Save and New: If you click on this button your quotation will be saved and a new quotation page will appear so that you can make a new sale.

Save and Email: If you click on this button your quotation will be saved and email will be sent to the customer.

Save and Details: If you click on this button your quotation  will be saved and you can see the details.

Add Note: If you want you can add any note to quotation.

Add Attachment: If you want you can add any kind of attachments to quotation.

After saving the quotation will be shown on the list with details such as:

Date: The date when the quotation was created.

Invoice No: The invoice of the quotation.

Customer Name: Name of the customer for whom the quotation is created.

Branch: The specific branch from which the quotation is issued.

User: You can see the user name.

Convert Status: You can see the convert status if the quotation is converted to sell or not.

Actions: You can see the available actions for the product.

By clicking the select button you do multiple actions. Such as:

Convert to Sale: This option allows you to convert the quotation into a sales order if the customer agrees to the terms and pricing.

Edit: Modify the quotation details, such as product, quantity, price, discount, or validity date, before finalizing it.

View: Allows you to see the complete details of the quotation.

Download: Allows you to download the quotation as a PDF or other supported format.

Clone to Quotation: Creates a duplicate copy of the existing quotation, allowing you to reuse or modify it for a new customer or order.

Delete: You can delete the quotation.

Search: You can find out any specific quotation from the list by using the search.

Export Data: You can export the data table from here.