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.
2) Depending on whether you want to generate a report for a quotation or a sale order, click on either "Quotations" or "Orders" inside the Sales module.
3) Find the specific quotation or sale order for which you want to generate a report. Click on it to open its details.
4) In the details view of the quotation or sale order, click on "Print" > “Quotation / Order” option.
5) This will generate the report in PDF format and usually open it in a new browser tab. You can then download the report to your computer.
6) In the newly opened tab, you can print the report using your browser's printing functionality or save it to your computer using the download/save option provided by the browser.
To get more details how the quotation can be created and how it will look in print out too, please do contact us at support@metrogroup.solutions