Add Quotation

Debtors Module> Activity> Quotation

The quotes screen will open

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

Search criteria can be quote status, quote number, customer name, etc

Select a date range

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

This will display the New Quote screen

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

Select the customer/ debtor you are creating a quotation for, from the drop-down menu.
Select the sales rep on the drop-down selection, if applicable
Update dates if necessary
Add description and reference
Add order number, if applicable

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

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~~code 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