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Get paid

Create a quotation

Send a customer your prices before they buy. When they say yes, turn it into a delivery order.

Before you start: Add the customer first, and the products you're quoting for.

Steps

  1. 1Go to Sales › Quotation and click Create.
  2. 2Pick the Customer. Search by name or customer code.
  3. 3Set the Quotation Date, then Valid From and Valid Until.
  4. 4Pick the Branch. Add a Reference No. if the customer gave you an enquiry number.
  5. 5Under Items, search for each product and enter the quantity. Click Add another item for more lines.
  6. 6Add Customer Notes, e.g. prices exclude delivery. They print on the quotation.
  7. 7Click Create Quotation.
Create Quotation form: Customer and Quotation Details with Valid From and Valid Until, and the Items table
Steps 3 and 5 on the quotation form.

Tip: Customer accepted? Open the quotation and click Transfer to turn it into a delivery order. From the delivery order, click Transfer again to create the sales invoice.

FAQ

Where is the quotation number?

Duitbooks creates it when you save the quotation.

How do I send the quotation as a PDF?

In the quotation list, open the more (⋯) menu on the row and download the PDF.

Can I change a quotation after creating it?

Yes. Click Edit on the quotation, make your changes, then click Save Changes.

Related

Create a sales invoiceBill a customer for what you sold. Mark it completed once it's right, so it counts in your reports.Add a customerSave a customer once. Their details fill in on every quotation and invoice, ready for e-invoicing.Record a payment receivedWhen a customer pays, record the money in and link it to their invoices. Their balance updates for you.