Create a Quote in Quote and Invoice Management

1. On the top menu bar of Retailer, click on Stock Maintenance → Quote and Invoice Management.
   
2. Click on the New Quote button at the bottom left.
   
3. Select the customer you wish to create the quote for. To search for a customer, press Enter.
   
1. You must select a customer to be able to save the Quote.
   
4. The Quote Expiry date will be prefilled based on your settings.
   
5. Select the preferred Delivery Date if necessary. This will also be prefilled according to your settings.
6. The Order No. field can be used to enter the customer's purchase order number, which will be printed on the quote/proforma invoice and any subsequent invoices.
   
7. In Staff Member, choose who is handling the quote from the list.
   

   The list of staff can be made shorter by making staff accounts inactive if they're no longer with the business. Click HERE for information on how to do that.
8. If known, enter the Freight cost. It can be entered later if necessary.
9. To add a note to the overall Quote, you must first save the quote, then click the Notes button just below the Freight box.
   
1. Click the Add button to enter a new note, and type in the note in the new screen. Click the Ok button, and the note will be added to the list.
   
2. Select a Note from the list and click the Edit button to change it.
   
3. Select a Note from the list and click the Delete button to remove it.
   
4. These notes will appear just below the customer information in the printed/emailed quote.
   
10. Click on the row that has the "Click here to add a new item" text to add stock items to the quote. You can add items to the quote by the following methods:
1. Stock Number - You can click into this field and scan in items using your barcode scanner.
   
2. PLU - You can enter your PLU code to select the item.
   
3. Supplier Stock Code - Entering a supplier's SSC will allow you to select an item. 
   
   

   If you wish to remove an item from this Quote or Proforma, simply select the line item and press the [Delete] key on your keyboard.
11. Once you have selected an item, enter the quantity in the Quantity Ordered column that the customer requires.
    
12. To set the pricing, please see the pricing article for steps on pricing items in Quote and Invoice Management.
    
13. Once you have entered a quantity and set the appropriate price, ensure you press enter or tab your way to the end of the line to save the item.
    
    

    The order of items shown, can be sorted according to different columns. E.g. clicking the Description heading will sort the items according to the product name alphabetically, and clicking the Item No. heading will sort the items according to the order they were entered/added.
14. To add a note to a line item, click the paper icon in the Notes column. The Notes screen will open.
    
1. Click the Add button to enter a new note, and type in the note in the new screen. Click the Ok button, and the note will be added to the list.
2. Select a Note from the list and click the Edit button to change it.
   
3. Select a Note from the list and click the Delete button to remove it.
4. These notes will appear just below the item in the printed/emailed quote.
   
15. You can use the Print or Email button at the top to provide a copy of the quote to the customer.
16. Click the Proforma/Invoice button at the bottom to convert the Quote. Please follow our related guides for these instructions:
    
1. What are Proforma Invoices?
   
2. Reserving and Ordering Stock From Quote and Invoice Management
   
3. Reserving Stock Explained
   
4. Creating an Invoice in Quote and Invoice Management
   

If you see a warning stating "Discount with Gross Profit less than or equal to $0 not allowed" it means either you have discounted a line item amount too much eg the GP is less then or equal to 0, or you have not saved the item into the quote.