Create or Edit a Quotation
Create a Quotation:
- In the Quotation Overview, click New Quotation.
2. In the New Quotation window, choose the Customer, Location, Payment Terms, Tax Type, Item/s, Valid Until, and Quantity.
3. You may also enter the Reference #, Sales Agents, and Remarks.
4. Once done, click Save or Save and Approve to save the transaction or Cancel to terminate the form.
- Save and Approve will save the transaction and approve the Quotation.
- Save will only save the transaction and the transaction will have a Pending status until approved.
5. A successful message will appear at the top-right-hand corner and you’ll be able to see the newly created sales order. You can click the message to create another sales order.
6. Once a Quotation is approved, you can now change it to other statuses such as For Awaiting Delivery, Sent to Customer, Closed – Won, Closed – Lost.
7. Only Quotation with status Closed – Won can proceed to be converted to a sales order.
Edit a Quotation:
- Click the Quotation that you want to edit.
- Click Edit.
- Enter the new details and then click Save or Save and Approve located at the bottom. A message will appear if the sales order is saved successfully.
Add Comments to a Quotation:
The comment feature allows you to leave important messages to keep everyone informed.
- In the Quotation record, scroll down to view the Comments section.
- Enter your message in the Comment box.
- You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
- Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.
Edit or Delete a Comment:
- Find the comment you want to edit or delete.
- Click .
- To update the comment, click Edit. To delete the comment, click Delete.
Related Article: Revise a Quotation