Quotation

A quotation is an estimated cost of the products/services you're selling to your future/present customer.

To access the Quotation list, go to:

Home > Selling Shortcuts > Quotation

A typical sales flow looks like:

Making a Quotation.

How to create a quotation

1. Go to the Quotation list, click on New.

2. Select if the Quotation is to a Customer.

3. Enter Customer name.

4. Enter a Valid till date after which the quoted amount will be considered invalid.

5. Order Type can be Sales or Maintenance.

6. Add the Items and their quantities in the items table, the prices will be fetched automatically from Item Price.

7. Add additional taxes and charges as applicable.

8. Finally, Save and Submit.

Your newly created Quotation.