Creating and sharing a quotation

Send customers a professional price quote before they commit to buying.

Steps

1. Go to Sales / POS > Quotation > Create Quotation.
2. Choose the customer and add the items or services with quantities and prices.
3. Add any discount and a validity note, then save.
4. Go to Quotation History, open the quotation's actions menu and choose Download PDF or Print to send it.

When the customer accepts

Create the sale from the POS terminal or Create Invoice, using the same items and prices. For orders that are delivered later, create a sales order instead.

Tips

• Keep quotation prices in line with your price list by setting selling prices on the product itself.
• Quotation History is a handy record of what you offered and when.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.