Intro – Quote #

A quote or quotation is a formal document that presents the estimated cost of goods or services to a customer before a purchase decision is made.

• A quote can be used to create the order or invoice.

Create a Quote #

• Go to Sales on the left sidebar, and select Quotes
• Click Add New button in the top right corner.
• On the new quote page, fill in the following fields
  • Quote number is an auto generated number.
  • Customer: Select the customer for this quote.
  • Date: default is today.
  • Status:
    • Draft: Status of a new quote.
    • Composed: A completed quote that ready for submit for approval if approval processing of quote is enabled. Otherwise, it is ready to send to a customer.
    • Awaiting Approval: if approval processing of quote is enabled and a quote is submitted for approval.
    • Rejected: A quote is disapproved with reason attached. User can modify and re-submit.
    • Approved: A quote is approved and ready to be sent to a customer.
    • Sent: Quote’s status change to Send once it is successfully emailed to the customer.
    • Bargaining: You can change quote’s statis to “Bargaining” while sales discussions are in progress.
    • Declined: Bad news. The customer has declined the quote.
    • Accepted: Congratulations, the customer has agreed to the deal.
    • Invoiced: The deal is finalized, and the quote has been invoiced.
    • Cancelled: The quote was cancelled and cannot be converted to invoice or order.

• • Document Type: Choose from Quote, Estimate, Proposal, or Bid based on your needs.
  • Sales rep. Select the sales representative responsible for the customer’s account.
  • Terms: Automatically filled with the value defined in the customer’s record.
  • Expiry Date: The date after which a price quote is no longer valid.
  • Title: It’s a short, descriptive name that helps you and your customer quickly understand what the quote is for.

• • Detail tab
    • Items table
      • Click “Add Row” button to add new detail line or click “Open Dialog” button to add quote detail line in the dialog.
      • Item. Select an item from the dropdown list. If the item is missing or not found, you need to create new item in Items -> Items app.
      • Description. Automatically filled when you select an item. You can edit it as needed. Maximum characters: 4096.
      • Quantity: Enter quantity.
      • Uom: Default unit of measure is Ea (each).
      • Rate: Rate or unit price is automatically filled when you select an item.
      • Amount: Equal to quantity multiplied by the rate. You can edit the amount, and the rate will be recalculated.
      • Taxable: Select this option if the item is taxable.

• • • Discount: A discount can be applied either by percentage or by amount.
    • Tax Code: Select a tax code from the predefined codes. These must be set up under Tax → Tax Code.
    • Tax Rate: Auto-filled when tax code is selected.  Tax rate field is editable, and system use it to calculate the excluded tax.
    • Excluded Tax: This is a calculated field and cannot be edited.

• • Address tab
    • Fill in billing address and shipping address

• • Memo tab
    • Customer Message: Select message from the list. You may add a new message if needed.
    • Memo: Up to 1000 characters.
• Click Save