How to Create a Quotation

Learn how to create Quotations with CloudOffix:

As per almost everything in CloudOffix, there’s more than one way to create a quotation. However, we will begin with creating a quotation through the sales module directly.

CloudOffix App Drawer - Sales App

Fig. 1: CloudOffix App Drawer page, Click Sales to reach the quotations page.

Starting from your app drawer home page, click onto the Sales Module. This will take you to the quotations page.

Quotations Page

Fig 2: Create a ‘New’ Quotation

Click the ‘New’ button.

In the quotation form view, make sure to fill in the compulsory lines such as Customer, Invoice address, Delivery address, and Pricelist.

New Quotation

Fig. 3: Complete the mandatory fields, which are indicated in bold.

You may also fill in the Expiration Date, Payment Terms if applicable to your business.

If you have a pre-defined Quotation template, you may also select from the dropdown field

Order Lines

Fig. 4: Use Order lines tab to add order items to your quotation

The Order Lines Tab is where you add the sale items to your quotation simply by clicking Add an item.

Product Line

Fig. 5: Select from the list or create and edit a new item

In the create Order Lines form view that pops up on your screen, either select or create a new product.

Mandatory Fields

Fig. 6: Complete the mandatory fields, set taxes and even discounts to be applied

Enter the Ordered quantity and their respective units

You can enter your taxes as an amount or select one you had created earlier from the drop down list.

Delivery Lead Time defines the number of days between order confirmation and delivery of the goods to your customers.