This module is designed to streamline the process of creating professional and detailed quotations for your clients.
It allows users to input product or service details, pricing, taxes, and terms, generating a polished and ready-to-share quotation document. Additionally, the module supports customization to align with your business branding, ensuring your quotes leave a lasting impression.
Here you can also add new customers and new items while creating the entry.
Create quotation:
- Go to the Quotation option in the Sales module in the left sidebar.
- Click on the Create Quotation / Estimate button or press the Alt+N key.
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| Field | Description | Note |
|---|---|---|
| Customer | Here select customers for creating quotations and can add new customers. | Mandatory field |
| GST IN | As you select the customer, the GST number will automatically come here from the account. | |
| Mobile no. | If you have written the mobile no in the customer account then as you select customer, the mobile no will automatically come here. here you are able to write your mobile number. | |
| If you have written an email in the customer account, then the email will automatically come here as you select the customer. otherwise, you need to write the email. | ||
| Billing address | If you have written the address in the customer account then as you select customer, the Billing address will automatically come here. otherwise, you need to write the billing address. | Mandatory field |
| Shipping address | If you have written the address in the customer account, then the shipping address will automatically come here as you select the customer. otherwise, you need to write the shipping address. | |
| Quotation no. | Quotation No is auto-generated. | |
| Quotation date | The quotation date is auto-generated, and you can change the quotation date. | Mandatory field |
| Valid till | Here set the valid till date. If the valid till the date is expire then the quotation should be closed. | |
| Product/Service | Here you can select an item and you can add a new item. | Mandatory field |
| HSN/SAC | If 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. | |
| MRP | Here you can write the item MRP. | |
| Quantity | Here you can write the item quantity. | Mandatory field |
| Rate (₹) | Here you can write the item rate. | Mandatory field |
| Exclusive Rate (₹) | Here show the exclusive rate. | |
| 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. | |
| CESS (%) | Here you can write CESS(%). | |
| GST RATE (%) | As you select the item, GST Rate automatically comes here from the item master. | |
| AMOUNT (₹) | As you select the item, write item quantity, item rate, and discount then the amount will show here. | |
| Special notes | Here you can write a special note for this invoice. | |
| Auto round off | This checkbox is used to set the round-off amount of the total amount. | |
| Save & next | This button is used to save the quotation and page redirect on the same page. | |
| Save | This button is used to save the quotation and page redirect on the quotation listing page. |
| Shortcut | Description |
|---|---|
| Alt+S | Save- This shortcut is used to save the quotation. |
| Alt+N | Save & Next- This shortcut is used to save the quotation and page redirect on the same page. |
| Alt+P | Save & Print- This shortcut is used to print the quotation. |
| Alt+D | Discard- This shortcut is used to discard the quotation. |
| Alt+A | New- This shortcut is used to add a new row. |
| Alt+R | Remove- This shortcut is used to remove a row. |
| Alt+C | Cancel- This shortcut is used to cancel the quotation entry. ( work as for Back button) |
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| Field | Description |
|---|---|
| Export | This button is used to download an excel sheet of the quotation. |
| Print Setting | Here you can manage Quotation Print setting. |
| Create Quotation | Here you can click to create a new Quotation. |
| Filter | Here you can create many filters for Quotations. |
| Show/Hide columns | This button is used to show the hidden column search field. |
| Actions | Here multiple types of actions are available like creating invoice, Create challan, Edit, View, Cancel, and Print. |
| Create invoice | This action is used to create an invoice for the quotation. |
| Create Challan | This action is used to create a Delivery challan for the quotation. |
| Create Receipt | This action is used to create a receipt for the quotation. |
| Edit | This action is used to edit quotations. |
| View | This action is used to view quotations. |
| This action is used to print quotations. | |
| Cancel | This action is used to cancel the quotation. |
| Status | Details |
|---|---|
| Pending | This status will identify the entry as pending, As any Invoice is not created through this Quotation. |
| Close | This status will identify the entry as closed, As the Valid till date added in Quotation has crossed. |
| Partially done | This status will identify the entry as partially done, As Half or Partly Invoice is created through this Quotation. |
| Cancelled | This status will identify the entry as cancelled as if the user has cancelled manually. |
Watch the Video Tutorial:
For a step-by-step guide, watch the video below:
