Quotation

This module is used for creating quotations.
Here you can add new customers and new items.

Create quotation:

  • Go to the Quotation module in the left sidebar.
  • Click on the Create Quotation / Estimate button or press the Alt+N key.

Quotation listing page without demo entry
Quotation listing page without demo entry

Create quotation
Create quotation

FieldDescriptionNote
CustomerHere, you can select customers for creating quotations and can add new customers. Mandatory field
GST INAs you select the customer, the GST number will automatically come here from the ledger.This field is disabled.
Mobile no.If you have written the mobile no in the customer ledger then as you select customer, the mobile no will automatically come here. otherwise, you need to write the mobile no.
EmailIf you have written an email in the customer ledger then as you select customer, the email will automatically come here. otherwise, you need to write the email. 
Billing addressIf you have written the address in the customer ledger then as you select customer, the Billing address will automatically come here. otherwise, you need to write the billing address. Mandatory field
Shipping addressHere write the shipping address. If the shipping address is the same as the billing address then click on the “same as billing address” checkbox.
Billing PincodeWhen you select the customer, the Billing Pincode number will automatically come here from the ledger. 
Billing StateWhen you select the customer, the Billing state will automatically come here from the ledger. 
Billing CityWhen you select the customer, the billing city will automatically come here from the ledger.
Shipping PincodeHere you can write the shipping address Pincode. 
Shipping StateWhen you write the shipping Pincode, the shipping state will automatically come here.
Shipping CityWhen you select the customer, the shipping city will automatically come here from the ledger.
Quotation no.Quotation no auto-generate.
Quotation dateThe quotation date is auto-generated, and you can change the quotation date.Mandatory field
Valid tillHere set the valid till date. If valid till date is expire then quotation should be close.
PRODUCT/SERVICEHere you can select an item and can add an item.Mandatory field
HSN/SACIf you have written the HSN/SAC code in the item master then as you select an item, the HSN/SAC code will automatically come here.
BATCH NO.Here you can write the batch number.
MRPHere you can write the item MRP.
QTYHere you can write the item quantity.Mandatory field
RATE (₹)Here you can write the item rate.Mandatory field
DISCOUNT(%/₹)Here you can write discounts and can apply discounts in two types, first percentage-wise and second amount-wise.
DISCOUNT AMOUNT (₹)
As you write discount, the discount amount will automatically come here.This field is disabled.
CESS(%)
Here you can write CESS(%).
GST RATE(%)
As you select the item, GST Rate automatically comes here from the item master.This field is disabled.
AMOUNT (₹)As you write item name, item quantity, item rate, and discount then the amount will show here.This field is disabled.
Special notesHere you can write a special note for this invoice.
Auto round off checkboxThis checkbox is used to set the round-off amount of the total amount.
Save&next buttonThis button is used to save the quotation and page redirect on the same page.
Save buttonThis button is used to save the quotation and page redirect on the quotation listing page.

Shortcut Description
Alt+SSave- This shortcut is used to save the quotation.
Alt+PSave & Print- This shortcut is used to print the quotation.
Alt+DDiscard- This shortcut is used to discard the quotation.
Alt+NNew- This shortcut is used to add a new row.
Alt+RRemove- This shortcut is used to remove a row.
Alt+CCancel- This shortcut is used to cancel the quotation entry. ( work as for Back button)

Quotation listing page with demo entry
Quotation listing page with demo entry

FieldDescriptionNote
Row per pageThis drop-down list is used to view quotation entries per page  
StatusStatus name: All, Partially done, Pending, Completed, Cancelled, Closed
DateThe date picker is used to filter quotation date-wise records.
Batch actionsThis drop-down list is used to download an excel sheet of the quotation.
Search The search function is used to find quotations. 
Show/Hide columnsThis button is used to show the hidden column. here two-column is available, Valid Till & Status 
ActionsHere multiple types of actions are available like Create invoice, Create challan, Edit, View, Cancel, Print 
Create invoiceThis action is used to create an invoice for the quotation
Create ReceiptThis action is used to create a receipt for the quotation.
EditThis action is used to edit quotation
ViewThis action is used to view quotation
CancelThis action is used to cancel the quotation
PrintThis action is used to print quotation