Introduction
Quotation – for sending price offers to customers before confirming a sale.
A Quotation is a document issued to a customer outlining the products or services on offer along with proposed prices, before the sale is confirmed. It gives the customer a clear estimate of costs upfront, and once approved, it can be converted directly into a Sales Order or Invoice.
Let's get you started on creating a Quotation to send to your customer — just head to Sales > Quotations > +New.
Step-by-Step Guide
Step 1: Billing & Shipping
Customer: Choose an existing contact or click +Add Contact.
Billing & Shipping: Optional. This section will be auto-filled if default billing and shipping attention/address have been set in the Contacts module.
Step 2: General Info
No.: Auto-generated based on your selected number format.
Reference No.: Optional. Fill in if applicable.
Date: Defaults to today; change if needed.
Currency: Defaults to the Home Currency; change if needed.
Description: Optional. A short note about this transaction; shown in report
Internal Note: Optional. For internal use only; not visible to customers.
Tags: Optional. Tag the transaction with department / branch / sales person / project & etc.
Title: Optional. This title appears on the document.
Step 3: Items
Click +Item to add products or services.
For each item:
Select an existing product or click +Add Product.
Review and update:
Account
Quantity, UOM, Stock Location (if applicable), Unit Price
Discount (in RM or %), if applicable
Tax, if applicable
The Amount is auto-calculated based on Quantity and Unit Price.
Subtotal, Discount, Tax, and Total will also be auto-calculated and shown at the bottom.
Step 4: Payment Terms
Choose a Payment Term (default from Contact / Company Settings). The system will auto-set the Due Date.
Remove the Payment Term if you don't need a due date on the quotation.
Step 5: Additional Info
Remarks: Optional. Auto-filled if a default is set under Control Panel > Company Settings > Remarks.
Step 6: Attachments
Upload supporting documents to the quotation, if any.
To share the attachment with your customer (together with the quotation), tick Shared.
If left unticked, the file is for internal use only.
Once reviewed, click Save to complete the Quotation.
