Create quotations

There are two ways to create quotation

• Create quotation from opportunity
• Create quotation manually

Create quotation from opportunity

• Go to Sales > Opportunities to find you order on the list. Click on your order to open, Then create quotation by clicking on options > Copy To Quotation from the option dropdown.

• System create the quotation automatically

Create quotation manually

• Can be create the quotation, go to Sales > Quotations and Click New Quotation

• With the general tab, In the header of the form, Input details the data

• Contact : Select the customer
• Date : Date of Quotation  (System will be filled automatically)
• Number : Number of Quotation (System will be filled automatically)
• Valid Until : The end of date of quotation
• Currency (System will be filled by default contact automatically)
• Tax Type (System will be filled automatically)

• Tax Exclusive (Sale total before VAT)
• Tax Inclusive  (Sale total included VAT)
• No Tax  (Sale total without VAT)

• Details In the lines

• Item No. : The Item number each line product
• Product : Select the product
• Description : Description of the product ( System will be filled by default product automatically )
• Qty : Quantity of product
• UoM : Unit of Measure of product
• Unit Price : Price of the product
• Tax Rate : Select Tax Rate for sale
• Click Save after completed input the data

• With the Costing tab, System will calculate the cost from entered the data on the General tab. You can edit the details and Click Save to update data

• The quotation it will stay in Draft state, you can click Submit for approval that quotation is being conducted.

• The Quotation state will change to Awaiting Approval. Go to Awaiting Approval tab to find your order on the list.

• Click on your order to open its form and Approve for the next step

• The Quotation state will change to Approved 

• After the quotation is approved, it can not be edited any more. To print the quotation, click on Print.

• Select the template form and click on the Print button.

• You can print the quotation from the downloaded PDF file.

How to change status the Quotation to “Won” or “Lost”

There are two ways to Change status to “Won” or “Lost”

• The Status change to “Won” automatically after sale order completed

• When the quotation copied to Sale Order by Options > Copy to Sales Order

• After the sale order has changed to Confirmed, When go back to the quotation status will change to “Won” automatically

• The Status change manually

• You can change the status quotation by clicking “Won” or “Lost” on the button