New Quotation

A quotation refers to a formal statement setting out an estimated cost for products or services. This module allows you to search, view and create quotations.

Get to the page below via Home Page > Quotations > New Quotations

Add a Customer to the Quotation

To add a name to the quotation, tap the field and use the keypad.

Connect an existing customer to this quotation by tapping the customer icon. You may also add a new customer to the system through this option.

Quotation Information

Tap each field to input a quotation number, reference, issue date and valid until date / time.

Addresses

If a customer is selected and their personal details have already been saved, their address will automatically be imported. If you wish to amend those details from here, or if you would like to add contact details that haven’t been previously saved, tap the fields.

A pop-up will appear where you can input the customer’s contact details.

Adding Items

Begin by tapping the ‘Item Name’ field.

A small pop-up window will appear. Tap the an inventory group on the left hand-side, revealing all the items within it, followed by selecting an item. Alternatively, you can use the search bar to find an item.

Once an item from your inventory has been selected, the other fields will automatically be filled out.

Line Discount

Tap the discount field to add a discount to this specific line.

Sort Items

This is for when you have multiple items in the quotation and you wish to rearrange the order in which they appear. Tap the arrows icon which will make ordering icon appear below it. Tap, hold and drag items to the desired order.

Delete Items and Add Notes

Tap the icon and a small pop-up menu will appear.

Here you may add a note regarding this particular line, add commission, or delete the line.

Add an Image

Tap the paperclip icon.

In the pop-up window, tap the camera icon to launch the camera and take a photo, or alternatively, tap the image album icon to select a photo already saved to the device.

To add multiple photos, tap the blue cross icon. To delete photos, tap the red bin icon.

Multiple Items

To add multiple items, tap ‘Inventory Item’.

Add Charges

To add separate charges (e.g. Delivery), tap ‘Add Charges’.

Custom Fields

Tap the icon to fill out previously created custom fields.

Quotation Notes

Tap the quotation icon.

Internal notes are for within the business and will not be printed along with the quotation. External notes, however, will be printed and sent to the customer with the quotation.

Advanced Fields

Tap the icon and a pop-up menu will appear, detailing the advanced fields.

The ‘Order Taken by / Sale Person’ field should be filled out, particularly when commission is a factor.

The person that manages the accounting for the products selected, or the employee the customer wishes to deal with regarding this quote, should be listed as the account manager.