Creating a quote

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

3. Click New Quote

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

5. Click Add Products

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

8. Click Update

9. Click Save Quote

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

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

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

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