How can the quotation be created, and how will it will look in printout too?
Metro ERP creating a quotation (also referred to as a sales order before it's confirmed) is part of the Sales module. Here's a step-by-step guide on how to create a quotation and how the printout will look:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Inside the Sales module, click on "Orders >> Quotations" menu. This is where you can create your quotations.
3) Click On the Create button to create a quotation.
4) Fill in Quotation Details:
- Customer: Select or create the customer you are quoting.
- Quotation Date: By default, this will be the current date.
- Expiration Date: Set the date until when this quotation is valid.
- Products/Services: Add the products or services being quoted. Click on "Add a product" and select the product, quantity, and unit price.
- Taxes: Taxes will be applied based on the fiscal position and product tax settings.
- Optional Products: You can also suggest other products that the customer might want as optional.
Add Additional Information:
- Add any other important details like terms and conditions, shipping, or payment methods under the Other Info tab.
- Use the Notes section to write down specific instructions or information related to this quotation.
5) Save and Send:
- Once the details are filled in, you can Save the quotation.
- You can either directly Send by Email from Metro ERP or click Print > Quotation/Order to generate the PDF of the quotation.
Quotation Printout:
To get a report for quotation or sale order in Metro ERP's Sales App, follow these steps:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.