29 Sep, 2021
    Also available in:Estonian

      Creating a Quote

      The quote does not book products, does not move goods or generate turnover. The quote will be sent to the customer after preparation and will be confirmed after receiving confirmation from the customer.

      New quotes can be created in Sales→Quotes→Add Quote.


      The quote window will open up. Required fields for creating a quote are “Customer” and “Location”, the rest of the information enter as needed.

      To add products to a quote, type in a name/code to start a search or enter the product. To see the full range of products → click on the magnifying glass → select the desired products.

      When all the products have been added, press Save and Confirm. The quote has been prepared, is in the "Quotes" module and is ready for further use.

      Some extra possibilities:

      Lay-by - With the offer it is possible to book goods by checking the "Lay-by" box. In this case, the products are reserved so that they are not available for sale in stock.
      Lay-by until - Here you can specify how long the given goods will be kept in the lay-by. Once this deadline has passed, the goods will be released.
      Price list - It is possible to add a price list to the offer, according to which the system will charge the prices of the product.
      Quote Deadline - The length of time this quote is valid. You can set this default payment deadline in Settings→Configuration→Invoices and sales→Default payment deadline.

      Under quotes, you can filter by status which orders you want to see in more detail at the moment. To do this, there is a "Status" option at the top left.