Quotations
Click on the New button to create an quotation
How to create a quotation
Select the client from the dropdown box.
The quote number will only be generated once the quotation is saved.
The New Item button will only be enabled after the the client is selected.
Field names for header
| Field Name | Description | Required | Read Only |
|---|---|---|---|
| Client | The quantity | Yes | |
| Street | Street name and number | Yes | Yes |
| Area | Area name | Yes | Yes |
| City | City name | Yes | Yes |
| Code | Area code | Yes | Yes |
| Vat No | Client Vat number | Yes | Yes |
| Quote No | Quotation number | Yes | Yes |
| Date | Date the quotation is created | Yes | Yes |
| Website | Company website address | Yes | |
| User email address | Yes | Yes | |
| Contact Person | Company contact person | Yes | Yes |
| Tel No | Tel number | Yes | Yes |
| Cell No | Mobile number | Yes | Yes |
How to add a new item
Info
Item, Description and Price will be populated from the Inventory Module after the module is developed.
Select the quantity.
Type in the Item Code.
Type in the Description.
Type in the item unit price.
Select the discount.
Total amount.
Click on save.
Field names for items
| Field Name | Description | Required | Numeric | Read Only |
|---|---|---|---|---|
| Qty | The quantity | Yes | Yes | |
| Item | Item code | Yes | ||
| Description | Item description | Yes | ||
| Price | The unit price for the item | Yes | Yes | |
| Discount | Discount for the item | Yes | ||
| Total | Total for the item | Yes | Yes |
How to delete a quotation
WARNING
Quotations can't be deleted.
Quotation footer
Field names for footer
| Field Name | Description | Required | Numeric | Read Only |
|---|---|---|---|---|
| Account Name | Bank account holder.* | Yes | Yes | |
| Account No | Bank account number.* | Yes | Yes | Yes |
| Bank | Bank name.* | Yes | Yes | |
| Branch | Bank branch name.* | Yes | Yes | |
| Code | Bank branch code.* | Yes | Yes | Yes |
| Sub Total | Sub total | Yes | Yes | Yes |
| Vat | Vat amount.** | Yes | Yes | Yes |
| Total | Total amount.*** | Yes | Yes | Yes |
| Status | Status of the quotation | Yes | Yes |
* Populated from System Setup.
** Vat Amount if Vat is selected on System Setup.
*** Total Amount, includes Vat if Vat is selected on System Setup.
Button functions
| Button Name | Description |
|---|---|
| Cancel | Cancel the quote |
| Save | Save the quote.* |
| Print the quote.** | |
| Email the quote.** | |
| Invoice | Create invoice from the current quote.** *** |
| Close | Close the quote.** |
* Quotation number will only be generated after the quotation is saved for the first time.
** Only enabled when quotation is saved.
*** Quotation status will be set to closed once you click on the invoice button
Email function
Field Names for Send Email
| Field Name | Description | Required |
|---|---|---|
| To | Email to. | Yes |
| Subject | Email subject. (ex. Quotation 1) | Yes |
| File Input | Select the saved quote that needs to be emailed.* | Yes |
| Description | Description. | Yes |
* Only pdf's can be emailed.