Add Quotation

Quote Detail

Debtors Module> Activity> Quotation

The quotes screen will open

To search for existing quotations clickquotations, select your search criteria and click search 

Search criteria can be quote statusstatus, andquote selectnumber, customer name, etc

Select a relevant date range

To create a new quotation,  Click the Add buttonButton as shown below

This will display the New Quote screen

Add information below so that the greyed-out buttons can appear:

• Select the customercustomer/ debtor you are creating a quotation for, onfrom the drop-down selection. If you know the client you can add their name or quote and it will show on the drop-downmenu. 
• Select the sales rep on the drop-down selectionselection, if applicable
• Update dates if necessary
• Add description and reference
• Add order numbernumber, if applicable

ThenThen, once you are done with adding all relevant information click saveSave and all the greyed-out buttons will be opened as shown below:

 

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Line Items

You can only add a line item after adding all the necessary information needed on the quote detail tab and all greyed buttons have been greyed out

To add line items click on the middle Add Button shown below

Then the screen below will appear

Select the item you want to quote on the drop-down selection

You can also search for the item by using part of the quote or the name of the item you wish to quote the customer on

You can change the description to match what you want to see on the quote or leave it as it is

Enter the quantity you are quoting the customer/ debtor on

Make sure pricing is correct

Select a relevant warehouse if you have multiple warehouses

Select the correct VAT Type

Click Save & Close if capturing numerous line items 

Click Save & Close if capturing a single line item

Once done 

All line items will appear on the grid below:

You can then print the quotation and send it to a customer/ debtor

Or promote it to a relevant document