How do I create a Quote for a customer?
Keldon
Last Update há 4 anos
- Click on the Customers/Sales button from the top menu.
- Click on the +Quote button on the right.
- Now you can create a new customer, search for an existing customer, or create a cash quote (if enabled).
- Alternatively you can also click on +New Quote next to an existing customer from the customer's list, by clicking on the Customers and Sales button and then on Customers.
- Under Quote Details you will see the custormer's name, date and you can give a title to the quote (or other sundry fields, which can be configured in Admin > Templates > Quotes tab).
- Under Quote Items you can insert the quantity at the left, add the description, price and discount if applicable.
- If you have the stock module enabled:
- If you have the user permission to do so, you can choose between a stock entry or a manual entry by clicking the icon under the Type column.
- If Stock is selected, WolfAdmin will automatically search for the stock when typed in the description box.
- You can set whether invoices should default to Stock or Manual Entries by going to Admin > Company Settings and finding the setting Default Line Items under the Stock section.
- Click on Save Quote when done.
- The Quote is now created with a preview. Now you can conveniently email the Quote to your customer, print or download as PDF, or you can choose to edit or cancel the quote among others.

