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New Sales Quotation Entry
New Sales Quotation Entry
Create a new sales quotation for a customer. Quotations are non-binding price proposals that can later be converted to sales orders.
How to Create a Quotation
- Select the Customer from the dropdown
- Choose the Branch (delivery address)
- Set the Delivery Date and Valid Until date
- Add line items:
- * Select an Item from inventory
- * Enter Quantity and confirm the Unit Price
- * Optionally set a Discount %
- Click Add Item for each line
- Review totals including tax
- Click Place Quotation to save
Fields
- Customer - Who the quote is for
- Branch - Delivery branch
- Reference - Auto-generated reference number
- Sales Type - Pricing type (affects unit prices)
- Currency - Transaction currency
- Shipping Company - Freight carrier
- Delivery Date - Expected delivery date
- Valid Until - Quote expiry date
After Placing a Quotation
- The quotation appears in Search All Quotations
- Convert to a sales order by clicking Order in the quotation list
- Print or email the quotation to the customer