How to Add a Quotation

Add Quotation

To add a quotation there are two pre-requisite fields which are mentioned below:
Warehouse: Warehouse is in which your required products for quotation are available.
Customer: Here you can add customer manually or pre-defined customer (i.e. walk-in customer)
After adding pre-requisite fields, the next step is to add products which you want for quotation.
To add products either you can search for product from search bar or manually by clicking the (+) button.

After adding products, you can add any notes for that quotation.
Now, click on the submit button to submit quotation or click reset button to clear all fields.

Note: After submitting the quotation, user will redirect to list quotation page where listing of all quotation’s maps.

Quotation Details: By clicking on the quotation details button, you can view quotation details.
Edit Quotation: By clicking on edit quotation button, you can edit quotation.
Create Sale: By clicking on create sale button, you can create sale for that particular quotation.
Create Purchase: By clicking on create purchase button, you can create purchase of that particular quotation.
Download as PDF: By clicking on download as PDF button, you can download PDF file of that particular quotation.
Email Quotation: By clicking on email quotation button, you can directly email quotation to the customer.
Delete Quotation: By clicking on delete quotation button, you can delete quotation.