How to create a Quotation

View - Sales/Invoicing - Quotation Registration

When clicking the New button, a window opens which lets you choose between a Quotation, Repeating quotation or a Quotation template.

If you do not want this dialogue box to open when clicking New, check the box in the lower left corner. You can later select quotation type by using the small, black arrow next to the New button. This method is used in the description below.

How to create a standard quotation

Go to View - Sales/Invoice - Quotation Registration.
Click the black arrow next to the New button and select which quotation type you want to create.
Select Customer.
All fields in the window's upper half will be filled in automatically with the various information registered on the customer. You can overwrite this information if necessary. In addition, you can specify which product is linked to the quotation and who is the reference person at your company. You can now register the product information in the Product Lines tab in the window's lower half.
Click Show Product List in the Product Lines tab in order to display the product list and select which products to include in the quotation. In the product columns, you can edit the number of products, prices, discounts etc.

You can also click New in the Product Lines tab and enter the product number in the field. The same result is achieved by double-clicking an empty product line or entering '+' using your keyboard.
Repeat the step above in order to insert more product lines.

When you have entered all products, the quotation is ready to be sent to the customer.

Select the type of quotation you want from the Status drop-down list. You then select the name of the customer you want to create a quote for and click OK. The quotation cannot be linked to a contact if you select Quotation template from the Status drop-down list. You do this by transferring the quote to group quotation after the template is created. If you chose Quotation repeating from the Status drop-down list, you can repeat quotes for a contact without having to create it several times. You can choose how often you wish to send the quote by using the Frequency button under the Miscellaneous tab.

Tip! You can right-click in fields that contain selection alternatives from the properties register. This selection is called Change in properties register, and will open the properties register in order to make amendments or add new alternatives directly. Example: In Quotation, in the Text tab, right-click in the field next to Select text and click Change in properties register.