How to create quotation on web?

[Geetha_N]

To create quotation, please follow the steps below:
Step 1: Go to “Quotation” and click on "+ Create Quotation ".

Step 2: Add the “customer”.
To add the New Customer while creating the invoice please check the link below.

How to add a new customer on web?

To add a new customer, follow the below mentioned steps Go to Customers >> 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, clic…

To add the existing Customer please search the customer’s name and select the customer.

Add Other details:
Quotation date: Add the created date of the quotation.
Validity date: Add the validity date of the confirmation for the quotation.
References: you can add the sales person number etc in the references.

Custom headers:
You can add custom document headers to mention the additional details on the quotation invoice.
To know how to add custom document headers you can click on the link below.

How to add custom field for the document on web?

Document custom field: Document custom field helps to add additional fields for the document, such as salesperson name, vehicle number, etc. To add custom fields for a document. First, Go to “Sales” and select “Invoices”. Now, click on the “Document Settings”. Step 1: Go to “Sales” and select “Invoices”. Now, click on the “Document Settings” Option at the top right corner of the screen. [image] Step 2: Select “Add Custom Fields”. [image] Here, select “Document” from the navigation bar a…

Step 3: Add the “Products”.
To add a new product while creating the quotation you can click on the below link.

How to Add Products in Web?

To Add a new product, Please Go to Product and Services >> Click on New item [image] How to Enter the Product Details Item Name (Mandatory) – Enter the Product Name 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) Primary Unit - Select the Primary Unit according to your products. Custom Field – If you want to add any additional details to your product, you can add …

To add an existing product search the product name in the search bar >> add the quantity >> click on add to bill.

Adding discount to the product:
To add the discount to the product select the discount type >> Add the discount on the product.

Additional charges:
To add the additional charges to your quotation click on additional charges >> Click on add new charges to add the applicable charges >> Mention the amount/percentage of the charges.

Step 4: Click on “Add Notes and terms”.
Add the applicable notes and terms in the given section to mention notes and terms on the quotation.

To show existing bank details on quotation, select the bank.

To add a new bank details while creating the quotation you can click on the below link.

How to add Bank Details on Web?

To add Bank details, please go to Settings >> Bank Details >>New Bank Details >> Fill in all the details >> Save and Update. [Bank details]

Step 5: Select the “Signature”.

To add the new signature please check the steps from the link below.
How to add new signature on Web? General

Step 6: Click on “Save”.

To hide totals in the quotation, please click on the check box.