How To Create a Quotation

1. Press “+ Create New Ǫuotation” to fill in the new quotation information.

2. The admin user needs to select the customer first and then fill in the necessary details in each text field. (* indicates fields that are compulsory to be filled).
3. For the item, the user can select from the items pre-added in the sales item list (refer to the “How To Setup Sales Items” section) or can directly type in the item text field. The tax rate needs to be selected from the taxes set by the user before (refer to the “How To Setup Tax” section).

4. If the user suddenly wants to add a new item to the sales item list, they can click the   add button beside the ‘add item’ . Then, the ‘Add New Item’ window will pop up. For the required actions, please refer to the  How to Setup Sales Item section.

5. Reminder: If the user wants to input the discount, he/she needs to select the discount type first.