You have consulted with your customer and determined what goods or services to provide your customer. Before your customer makes a decision of whether or not to choose your business, he wants you to send him a quotation outlining your price and what is included.
Note: A quotation can also be called a quote.
- New Quotation
- Fill out your quotation
- Quotation Details
- Item Details
- Notes, Terms & Conditions
- Quotation completed
1. New Quotation
- On the top navigation bar, click on the + button.
- Click New Quotation.
Each section of the quotation screen is explained below:
2. Fill out your quotation
a. Quotation Details
- To - Select the customer you want to send the quotation to. If the customer is not in the list, click on New Customer to create one.
- Quotation # - This is an incremental number that is auto generated by the system. If you need to change the numbering sequence or prefix, click on the quotation number.
- Date - The date of issue of the quotation.
b. Item Details
- Description - Select an item. An item can be a service or a physical product. If the item is not in the list, click on New Item to create one.
- Qty - Enter the quantity of the item being sold. If this is a service and you bill per hour, enter the number of hours here.
- Unit Price - This is the individual item price. If you provide a service, this is the rate you charge.
- The unit price can be including VAT or excluding VAT, depending on your default settings.
- Disc % - Optional. Enter the discount percentage you want to give your customer a discount.
- Disc Amt - Optional. If you have entered a discount percentage, the discount amount is automatically calculated for you. You can now change the discount amount if required. e.g. to round it to a whole number.
- Total - This is the line total.
- Comments - Optional. Any details to describe the item. e.g. The specifications for a computer.
- Add a Line - Click to add a new line to the quotation.
d. Notes, Terms & Conditions
- Notes - Any note you want to give your customer. e.g. Thank you.
- Terms & Conditions - You can specify any terms or conditions related to your business policy.
3. Quotation completed