Creating quotations

Creating a quotation

Navigate to the correct window

  1. Navigate to Orders / Quotations / Enter Quotation.

Enter the quotation details

  1. Navigate to Orders / Quotations / Enter Quotation.
  2. Enter (or select) the account number of the appropriate debtor in the Account text box.
  3. Enter a customer reference in the Customer Ref text box, if required.
  4. Enter (or select) the rep code of the appropriate sales rep in the Rep Code text box.

Enter the inventory items

  1. Enter (or select) the item number of the appropriate item in the first open line in the ITEM NUMBER column.
  2. Enter the quantity of the corresponding item in the QUANTITY column.
  3. Change the unit price of the corresponding item in the PRICE EXCL column, if so required.
  4. Change the tax code of the corresponding item in the TC column, if so required.
You can also import line items. This guide explains it more.

Generate the quotation

  1. Click the Accept button.
  2. Make any required changes in the Enter Message window and click the Accept button.
  3. Print the quotation by specifying the print options and clicking the OK button, or click the Cancel button to close the window.

Additional features when creating a quotation

You can click the links below to learn more about these features.

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