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How do I Create and Manage Progressive Quotations in the Metro Accounting System?

Progressive quotations in Metro Accounting System allow you to create sales quotes where payments or deliveries are made in stages. This is useful for long-term projects, services, or high-value sales where the customer pays based on milestones.

1) Once logged in, navigate to the "Sales" module by clicking on its icon in the main dashboard or by using the application menu.


2) Click on 'Orders' > ' Progressive Billing Quotations' menu.


3) Click on ‘Create’ button to start creating a new Progressive Quotation.


4) This section includes key fields required to create a progressive billing quotation:


  • Customer: Dropdown to select the customer.

  • Invoice Address: The billing address of the customer.

  • Delivery Address: The shipping address for the quotation.

  • Quotation Template: Template selection for the quotation format.

  • Expiration Date: Field to specify the expiry date of the quotation.

  • Pricelist: Defines the pricing rules applicable to this quotation.

  • Payment Terms: Specifies how and when payments should be made.

 

Quotation Details Section

Tabs available:

  1. Progressive Billing Lines:

    • Includes fields like:

      • Product: The item or service being quoted.

      • Description: Details of the product.

      • Quantity: The number of units.

      • UoM (Unit of Measure): Measurement unit of the product.

      • Unit Price: Price per unit.

      • Taxes: Any applicable taxes.

      • Progress (%): The percentage of completion for the billing.

      • Pending Claim: Amount pending for billing.

      • Subtotal: The total amount before taxes.

  2. Other Info: Additional information related to the quotation.

  3. Customer Signature: Allows for capturing the customer's digital signature.

5) Next Click on "Save" button, then click on the "Confirm" button.


6) Action Buttons:

  • Save: Saves the quotation as a draft or updates an existing one.

  • Discard: Cancels the quotation creation process.

  • Send by Email: Allows sending the quotation via email.

  • Send by Whatsapp: Sends the quotation via WhatsApp.

  • Confirm: Converts the quotation into a sales order if approved.

  • Cancel: Cancels the quotation.


To get more details to ​create and manage Progressive Quotations in the Metro Accounting System, please do contact us at  support@metrogroup.solutions