Creating a quote

  • Updated on Jun 6, 2023
  • 1 minute(s) read
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A custom quote can be used to provide a custom service/product package for individual clients, or to attract customers with a special offer. This quote can also be turned into an invoice if it is accepted. This article will detail how to create and re-use quotes.

Create a quote

Steps

  1. Navigate to the Sales menu
  2. Select the Quotes tab


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  1. Click New Quote


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  1. Enter Quote details including Date, Sales Person, Client, and optionally Discount and Purchase Order


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  1. Click Add Products

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  1. Select a product
    1. You can search for a product in the search bar if required
  2. Enter the product Quantity and the Sale Price you are quoting for

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  1. Click Update

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  1. Click Save Quote


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  1. Click Email Quote or Print Quote from the side menu to send to a client


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Converting a quote to an invoice (product sale)

Once a quote has been approved, you can convert it directly to an invoice (product sale) and pay for the quote.

Steps

  1. Navigate to Sales > Quotes

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  1. Select the relevant quote
  2. Click Convert to Invoice

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You may now pay for the quote. If you need guidance, see the payment guide under Creating a product sale