How to create a quotation
Give a customer a priced quotation: pick the customer, add products and quantities, check the VAT and total, save it and find it in the quotation list.
In this video
- Pick the customer and add products
- Check VAT and the total
- Save and print the quotation
Step by step
- Open Sell and choose Add Quotation.
- Pick the customer and add the products and quantities.
- Check the 15% VAT and the total.
- Save the quotation, then print or send it from the quotation list.
Why it matters
A quotation is an offer, not a sale: it does not reduce your stock or post anything to your accounts. When the customer agrees, you turn it into a sale without typing the lines again, so the price you promised is the price you charge.
All Sales videos
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1:56
Lesson 2
How to create a sales order
Record a confirmed customer order as a sales order, so the quantities are tracked until they are invoiced and shipped.
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2:25
Lesson 3
How to create a VAT invoice and take a payment
Create a VAT invoice for a customer, take a part payment in cash, and check the invoice and the amount still due in the sales list.
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2:09
Lesson 4
Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
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2:12
Lesson 5
How to receive a customer payment
Record the balance a customer pays on an invoice, choose the payment method, and confirm the invoice is marked Paid with the full payment history.
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2:34
Lesson 6
Credit notes and sales returns explained
Take goods back from a customer with a sales return, which issues a credit note, refunds the money and puts the stock back.
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2:03
Lesson 7
How to read the customer ledger
Read a customer's account: the opening balance, every invoice, payment and credit note with a running balance, and the amount due today.
Get certified in Skyline Nexus ERP for 199 SAR or 49 USD
Show employers and clients that you can run daily sales, purchasing, stock and customer and supplier accounts in an ERP. Preparing for the exam improves your accounting practice: invoices, credit and debit notes, opening balances and ledgers, done the way real companies do them.
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