Creating a quotation
Navigate to the correct window
- Navigate to Orders / Quotations / Enter Quotation.
Enter the quotation details
- Navigate to Orders / Quotations / Enter Quotation.
- Enter (or select) the account number of the appropriate debtor in the Account text box.
- Enter a customer reference in the Customer Ref text box, if required.
- Enter (or select) the rep code of the appropriate sales rep in the Rep Code text box.
Enter the inventory items
- Enter (or select) the item number of the appropriate item in the first open line in the ITEM NUMBER column.
- Enter the quantity of the corresponding item in the QUANTITY column.
- Change the unit price of the corresponding item in the PRICE EXCL column, if so required.
- 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
- Click the Accept button.
- Make any required changes in the Enter Message window and click the Accept button.
- 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.