How do I create a Quote for a customer?

Keldon

Last Update há 4 anos

  1. Click on the Customers/Sales button from the top menu.
  2. Click on the +Quote button on the right.
  3. Now you can create a new customer, search for an existing customer, or create a cash quote (if enabled).
    1. 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.
  4.  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).
  5. Under Quote Items you can insert the quantity at the left, add the description, price and discount if applicable.
  6. If you have the stock module enabled:
    1. 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.
    2. If Stock is selected, WolfAdmin will automatically search for the stock when typed in the description box.
    3. 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.
  7. Click on Save Quote when done.
  8. 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.

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