Quotation

A Quotation is a customer-specific offer that lists products, quantities, prices, and applicable taxes before confirming a sale. It help in presenting clear pricing for multiple items in one place, making it easier for customers to review and confirm their requirements.

To access the Quotation, go to: Home > Application > Point Of Sale > Operations > Quotation

How can I get Benefit ?

• Prepare Customer Offers : Share clear product lists with prices and taxes before order confirmation.
• Handle Multiple Items : Easily create quotations with several products in one go.
• Maintain Accurate Records : Keep track of all customer enquiries and proposals with unique quotation numbers.
• Improve Customer Communication : Provide transparent details so customers can review and decide confidently.

Properties

Primary Properties

Property	Description
Quotation Date	Auto-filled with the current system date
Quotation No	Auto-generated unique quotation number
Customer	Select the customer from the dropdown
Terms & Conditions	You can write terms & condition info
Reference No	Enter a reference number if applicable
Quantity	Here, You can enter the Quantity value
Notes	You can write additional info

Item Properties

Property	Description
Product	Here, you can select Product from Prodcut List
Status	Select Exclusive Or Inclusive Tax Variation
Quantity	Enter Item Quantity required
Final Rate	Enter the Item Rate

Status of Delivery

• Draft : This status indicates, that a quotation has been created and is yet to be Authorised.
• Authorised : This status indicates, that a quotation has been created and is Authorised.
• Cancelled : This indicates that your quotation has been cancelled.

Create New Quotation

• Go to Quotation and click Add New button.

• Select the Customer from the dropdown or add a new customer using + New Customer.
• Click View Customer Details to view customer info.
• Enter Reference No, Notes, and Terms & Conditions if required.
• In the product table, click + Add New to add product details.

• Select Product Code from the dropdown.
• Choose applicable Tax and set Status (Exclusive / Inclusive).
• Enter Quantity and Final Rate.
• Click Apply to add the product, or Apply & Resume to continue adding more products.
• Click Save as Draft to keep editable.
• Click Save & Authorise to authorise the quotation.

Edit Quotation

• Go to the Quotation list, Select the preferred quotation and click on Edit.
• You will be directed to a Edit Quotation page.

• Update all the necessary changes.
• Click the Save as Draft or Save as Authorised button to update your changes.

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Only Quotation in Draft status can be edited.

Delete Quotation

• Go to the Quotation list, Select the preferred quotation and click on Edit.
• You will be directed to a edit quotation page.

• Click the Cancel button to Cancel that quotation.

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Only quotation in Draft status can be cancelled. Upon cancellation, the issued stock is automatically updated back into inventory.

See Also

• Purchase Receipt