Quotation

What is a Quotation?

A Quotation is a document that offers to sell goods or services at a stated price, quality and quantity, under specific conditions.

Why quotations are used?

A quotation is used to let a potential customer know the cost of goods or services before they decide to purchase them. When a seller sends a quotation and it is accepted by the customer/buyer, the agreement becomes binding on both parties. This is why quotations are mostly used when costs are relatively stable and the services/goods to be provided can be accurately estimated.

How to Create a Quotation? 

1. Select Sales ---> Quotation --->Create New 
2. Select the Customer:Job from the dropdown box to whom the quotation will be sent. 
3. Select the Area related to the Customer
4. Enter the Quotation Details like its expiry, location, project name, etc
5. Using Bulk Select, select the items to quote for the customer
6. Edit the Price and the Quantity as needed
7. Discount can also be edited when applicable
8. Click on Add to create a Quotation.

What is the use of Copy Quotation?

You can create a revised Quotation by copying an existing quotation.

Copy Quotation makes the job easier when we need to modify/revise the quotation sent to the customer/buyer.

By selecting the existing Quotation from Copy Quotation Dropdown box, all the details of  the quotation will be copied to the current quotation form. The seller can then make necessary changes and save it without having to re-enter all the values in the form. 

What happens when you do copy quotation?

When you do copy quotation, it copies all the details in the form to edit/revise the Quotation. 

Click on Add button to create a Quotation.