Create a Quote in Quote and Invoice Management

Create a Quote in Quote and Invoice Management

This article will walk you through how to create a quote using Quote and Invoice Management.  

In version 3.3 we have significantly enhanced Quote and Invoice Management.  The article below only refers to changes in version 3.3 and later. 

Create a Quote in Quote and Invoice Management

  1. From the Main Screen 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 pre filled based on your settings.
  5. Select the desired delivery date if needed.  This will also be prefilled based on your settings. 
  6. The Order No. field can be used to enter the customer's purchase order number, this will be printed on the quote/proforma invoice and any subsequent invoices.
  7. Select your staff initials
  8. If known, enter in the freight, this can be entered later if needed.
  9. Once you are happy, click into the row that has the "Click here to add a new item" text to add stock items to the quote.  You can add items into the quote by the following methods:
    1. Stock Number - You can click into this fields and scan in items using your barcode scanner.
    2. PLU - You can enter in your PLU code to select the item.
    3. SSC - Entering in a supplier's SSC will allow you to select an item. 
      Idea
      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.
  10. Once you have selected an item, you need to enter the Quantity the customer requires.
  11. To set the pricing please see the pricing article for steps on pricing items in Quote and Invoice Management.
  12. Once you have entered a qty and set the appropriate price, ensure you press enter or tab your way to the end of the line to save the item.
  13. You can use the Print or Email button at the top to provide a copy of the quote to the customer.
  14. 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

Alert
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.






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