Adding Items to the Quotation

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

  1. On Dashboard, click or mouseover Quotations
  2. Navigate to Sales Quotation / Purchase Quotation
  3. Select option depending the type of quotation you want to make additions to
  4. List of quotations will show
  5. Select the quotation that you want to add item to
  6. Quotation will open with all details
  7. Scroll down to the Add section of the page
  8. Select Type or item, choose the SKU and fill in details to add into the enquiry
  9. 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

  1. Select Custom under Type
  2. Fill in details of the custom item
  3. It is mandatory to fill in the Name, Description, Unit Price, Quantity, Unit, Discount, Shipping & Excise fields
  4. Select Add button once details have been added