How to Create a Quotation
Learn how to create Quotations with CloudOffix:
As per almost everything in CloudOffix, there’s more than one way to create a quotation. However, we will begin with creating a quotation through the sales module directly.
Fig. 1: CloudOffix App Drawer page, Click Sales to reach the quotations page.
Starting from your app drawer home page, click onto the Sales Module. This will take you to the quotations page.
Fig 2: Create a ‘New’ Quotation
Click the ‘New’ button.
In the quotation form view, make sure to fill in the compulsory lines such as Customer, Invoice address, Delivery address, and Pricelist.
Fig. 3: Complete the mandatory fields, which are indicated in bold.
You may also fill in the Expiration Date, Payment Terms if applicable to your business.
If you have a pre-defined Quotation template, you may also select from the dropdown field
Fig. 4: Use Order lines tab to add order items to your quotation
The Order Lines Tab is where you add the sale items to your quotation simply by clicking Add an item.
Fig. 5: Select from the list or create and edit a new item
In the create Order Lines form view that pops up on your screen, either select or create a new product.
Fig. 6: Complete the mandatory fields, set taxes and even discounts to be applied
Enter the Ordered quantity and their respective units
You can enter your taxes as an amount or select one you had created earlier from the drop down list.
Delivery Lead Time defines the number of days between order confirmation and delivery of the goods to your customers.
Fig. 7: Save selections and changes
Discounts can be offered as a total, in percentages, or as a rate.
Once you have completed your order lines /items, Click either Save & Close if you don’t have anymore entries, or, Save & New to continue adding items.
Fig. 8: Other information tab offers more options and settings
Returning back to the quotation screen, the tab ‘Other Information’ has valuable information such as Shipping, Sales information, Invoicing, and Reporting.
Fig. 9: New buttons appear
Once your quotation is completed, click on the Save button.
Now you have the options to Print or Send by Email.
Fig. 10: Send quotation and once your customer accepts, convert to Sales order
Congratulations! You have just created a
quotation..