Creating New Quotation

 

⬇ Explore the functionalities of the product page by toggling between tabs below.⬇

This section provides details related to the Quotation Main Page in the backend portal.

 

Quotations Main Page

 

 

The Quotations main page is where all created quotations will be listed.

No  

Fields/Functions  

Description

1

Quotations

Direct users to the main Quotations page.

2

Filter & Search

Enable users to search for a particular quotation with specific criteria, such as:

  • Customer Name / Quotation No. / Quotation Ref.
  • Quotation Date
  • Due Date
  • Store
  • Status

3

Create New Quotation

Enable users to create a new quotation in the portal.
For more information, see Creating New Quotation.

4

Export Quotation List

Download all/filtered quotations list in .csv format.

5

Quotation List

Shows the entire list of quotations existing in the portal based on the filter/search criteria applied by users, such as:

  • Quotation No.
  • Quotation Ref.
  • Customer
  • Quotation Date
  • Due date
  • Store
  • Amount
  • Status

 

The Products section in the Create New Quotation/New Invoice page will vary according to the chosen Tax Type.

The Backend Portal’s Bulk Import feature is used to:

  • Add line items into a new quotation
  • Overwrite existing line items in an existing quotation

 

Step

Description

1

Click on Import From File in the Create New Quotation/editable Quotation page.

2

A dialog box called Import Modal will be displayed.

Click on Quote import template to download the excel (.csv) quote import template.

💡There is a limit of 500 products that can uploaded each time using the Bulk Import feature

3

Open the downloaded quote_import_template.csv, and remove the sample data at Rows 2 and 3. Ensure only Row 1 headers (sku, quantity, unit price) are in the sheet.

4

Input the quotation products’ sku, quantity and unit price in individual rows.

💡For more information on product sku/quantity/unit price, see 1 Products of the EPOS V5 BACKEND MANUAL.

5

Save the excel file after all changes have been made.

6

In the Backend Portal, click Choose File to upload the saved excel file in the Import Modal.

Click on Begin Import to upload the file to the quotation or Click Close to exit the Import Modal back to the quotation.

7

Quotation page will be refreshed with the updated line items as per the excel file.

 

💡 If incorrect product sku are input into the template excel, there will be an error message displayed for the incorrect line item in the quotation after bulk import.

 

Only products from certain product classes are able to be added to new quotations/invoices. Refer to the following table for addable product classes:

Product Class

Addable to Quotations/Invoices?

Normal

YES

Composite

YES

Addon

NO

Package

YES

Serial Number

NO

Weight Scale

YES

💡 While add-on products cannot be added to quotations, any linked normal products in add-on groups can be added to quotations/invoices. For more information, see Add-ons.

 

Composite products will display all their component products in corresponding quantities when added to a quotation/invoice. 

Normal, Package and Weight Scale products will appear as individual line items.


 

The Order Qty for each single component product in the composite will depend on the quantity of composite product entered by the users. For more information, see Composite Products.

 

Step

Description

1

To create a new quotation, fill up all mandatory fields.

💡  Optional fields can be skipped and left blank

2

Click on Create Quotation to complete quotation creation.

3

A pop-up will prompt you to email the newly created quotation to the customer.

  1. Enter customer’s email [if not auto-filled]
  2. Enter contact email [if not auto-filled]
  3. Select one of the following options:
    • Skip to close pop up without sending
    • Send to forward the newly created quotation to the customer’s email address.

4

Quotation will be created successfully and now be listed in the quotations list in the Quotations page once “Created successfully” notification is shown at the top right corner.

💡  Once a quotation is successfully created, it cannot be deleted from the Backend Portal.

💡  The Discard button in the Create New Quotation page allows users to discard a quotation that they have been working on before it is saved as a quotation in the backend.

 

Was this article helpful?
YesNo