An item can be added to a quotation only when the quotation has not yet been approved. Once a quotation has been approved, no items can be added to it.
For Adding Items to the Quotation
- On Dashboard, click or mouseover Quotations
- Navigate to Sales Quotation / Purchase Quotation
- Select option depending the type of quotation you want to make additions to
- List of quotations will show
- Select the quotation that you want to add item to
- Quotation will open with all details
- Scroll down to the Add section of the page
- Select Type or item, choose the SKU and fill in details to add into the enquiry
- Select Add button once details have been filled in
For Adding Custom Items to the Quotation
Custom Items are items that are not predefined. As a result, when you are adding custom items to a Quotation, you need to very clearly specify the following fields
- Name of the Item
- Description of the Item
- Unit Price of Item
- Quantity of Item
- Unit of measurement of Item
- Discount on Item
- Shipping cost of Item
- Excise applicable or not
To add custom items to a Quotation, please follow instructions upto step 7 of Adding Items to the Quotation
- Select Custom under Type
- Fill in details of the custom item
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It is mandatory to fill in the Name, Description, Unit Price, Quantity, Unit, Discount, Shipping & Excise fields
- Select Add button once details have been added