User Docs

System Overview

Create a Sales Quotation and Confirm It up to Invoicing: To create a new customer quotation and
confirm it as a Sales Order

1. Open the Sales Module

  1. From the top-left corner of the screen, click the ⠿ (9-dots) App Launcher icon.
  2. A drop-down menu will appear with module options.
  3. Click on Sales to enter the Sales module.
2. Start a New Quotation
1. In the Sales dashboard, click the “NEW” button at the top-left.
2. A new quotation form will open.
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3. Enter all the required data

  1. Select Customer

    • Click the “Create and Edit” option if the customer is new.

  2. Select Invoice Address

    • Defaults to the customer’s address if not selected manually.

  3. Select Delivery Address

    • Defaults to the customer’s address if not selected manually.

  4. Select Expiration Date

  5. Select Quotation Date

    • Defaults to the current date if not selected manually.

  6. Select Price List

    • Takes the customer’s price list if set during registration, otherwise defaults to the Qty Price.

  7. Select Payment Term

    • Defaults to Immediate Payment if not selected manually and if the customer has no price list assigned at registration.

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Businesses may provide customers with additional products as a part of their cross-selling techniques. In such circumstances, the Optional Products section is where you would mention those other products.
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You can include information about sales, deliveries, tracking, invoices, and payments in the quotation by using the Other Information tab.

This tab will display information about the signature, such as Signed By, Signed On, and Signature, after the consumer signs the quotation.

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11. Finalizing the Quotation

Once you are sure all details have been entered successfully, you have the following options at the top-left corner of the page:

  1. Send by Email

    • Sends the quotation to the selected customer via email.

  2. Send PRO-FORMA Invoice

    • Sends a pro-forma invoice to the customer via email.

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3.Preview

  • Opens a preview of the quotation before confirming.

  • Back to Edit Mode → Click this button to return and make changes.

  • View Details → Click this button to download the quotation while in preview mode.

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4.Cancel

  • Cancels the quotation if the customer is no longer interested.

5.Confirm

  • Converts the quotation into a Sales Order.

  • Once confirmed, a Sales Order is generated.

  • The next step is to generate an Invoice for the Sales Order.


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