How to create an Quotation on Android?

[Geetha_N]

To create an Quotation on Android, please follow below mentioned steps:

Step 1: Click on Quotation option, in the home page.

Step 2 : Add customer to the quotation.

• To add a new customer please check the steps from the link below.

How to add a new customer in mobile?

To add a new customer, follow the below mentioned steps Go to Parties >> Add a new customer i.e (+New Customer) [image] Kindly add required information of the customer. Fill in the customer name(mandatory field) Phone and email(if required) If you desire to add company details of the customer >> Add GSTIN >> click on fetch details to fetch the company name and billing address (you can also enter the billing and shipping details manually if desired) [image] To add Billing address, click …

• To add an existing customer click on add customer >> Search the name of the customer >> select the customer.

Step 3: Add products to the quotation.

• To know how to add a new product please click on the link below.

How to Add a New Product in Mobile App?

To Add a new product in Mobile, Please Follow the Below Mentioned Steps Step1: Kindly Click on Products [image] Step2 : Click on (+New product) [image] Step3: Enter the Product Details Product Name – Enter the Product Name (Mandatory) Selling Price – Enter the selling price of the product Tax % - If your company having GST Number then You will be able to add the Tax percentage to the Product. (Mandatory) Purchase Price – Please Enter the purchase price this will help you in tracking y…

• To add an existing product click on add product and search the product. Now, add the product quantity and click on continue.

Step 4: Add discount and other details to the product.

• To add the details please click on edit option on the product and edit/add the required details and click on continue.

Step 5: Add custom fields to the quotation.

• You can add custom document headers to mention the additional details on the quotation.

• To add custom fields click on Add / Edit option in front of the custom header and add the required custom field. Now, add the details in the custom fields.

Step 6: Select the bank details to the quotation.

• To add the bank details you can check steps from the link below.

How to Add bank details on Andriod

If you are looking to add bank details in the mobile application, then follow the steps given below: Click on More >> Click on Bank >> Click on Add New Bank Details >> Add details and Add New Bank. [WhatsApp Image 2024-06-25 at 19.03.55_4e84e6dd] [WhatsApp Image 2024-06-26 at 11.07.14_df8a58b3] [WhatsApp Image 2024-06-26 at 11.08.09_bde78e1c]

• To select the existing bank Go to bank option and click on change and select the bank.

Step 7: Add signature to the quotation.

• To add a new signature you can check the steps from the link below.

How to add a new signature on Android

Step 1: Go to “More”. Choose the “Signature” option from the menu. ‍ [add your signature] ‍ Step 2: Add a new signature. Click on the “+Add New Signature” option present at the bottom of the screen. A new page appears. Here, enter the signature name and upload the signature image. Note: You can always edit the signature later. ‍ [upload your signature] ‍ Step 3: Click on “Add Signature”. Click on the “Add Signature” option present at the bottom of the screen. Congratulations! You have…

• To add an existing signature Click on Select signature and select the added signature.

Step 8: Add the References, notes and terms to the quotation.

• Click on References to add the invoice references like PO number, E-way bill number, sales person number etc.

• To add notes into your invoice click on Notes and add the notes Now, click on save.

• To add the terms and condition on the invoice click on Add terms option and add the terms. Now click on save button.

Step 9: Add additional charges to the quotation.

• If the additional charges are applicable on the invoice you can click on Additional charges and add the applicable charges.

• After adding the applicable charges to add the amount please click on the charges name and add the amount.

Step 10: Click on create to the quotation.

• To hide totals in the quotation, please enable the hide totals option.
  
  

Step 11: After the successful creation your quotation will look like this