Creating a Sales Quote

Created by Aaron Remorosa, Modified on Sat, 30 Apr 2022 at 02:01 PM by Aaron Remorosa

  1. Go to the ‘Sale Orders’ tab, and click ‘Quotes’, then the blue ‘New Quote’ button

  2. Once you have loaded the new sale tab, you will see a new page outlining the key inputs to create a sale quote:

    


  1. As displayed in the sample (above) you can enter:

    • Contact: Type & search for the contact that this sale invoice should be issued to

    • Date: The date of issue for the sale invoice

    • Expiry Date: The date the quote is no longer valid

    • Contact PO Number: The ‘purchase order’ number (optional) if given

    • Sales Quote Number: Automatic incremented number for each quote


  2. At least one line item is required for a sale quote, you can enter for each line:

    • SKU: Stock keeping unit / product code reflecting product to be invoiced

    • Description: Basic description of the line item to be invoiced

    • Unit Price: The price to be invoiced for the specific line item

    • Quantity: The number of units to be invoiced for the specific line item

    • Discount %: The unit price percentage discount to apply to the ‘Unit Price’ column

    • Available: This shows the stock level OR the stock location selector button. You can select the source location / zone / batch for the stock item (this will save you selecting it later in the process)


  3. Enter any additional information you want to go into the sale quote footer, this will show on the PDF printout (optional)


  4. Once the line(s) have been entered, you can then finish the Sale Invoice by pressing:

    • ‘Save’ - Saves the sale quote essentially as a ‘draft’

    • ‘Save & Finalize’ - Saves the sale quote and finalizes it so it can be sent to a customer


  5. Once Saved, you can then print / download the quote and furthermore convert the quote into a Sales Order

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