How to Generate a Quotation? #

There are two ways to create a quotation:

• Create from Work Order
• Create New Quotation

Create from Work Order #

1. Navigate to Manage > Workorder. You will see a list of created work orders.
2. Click on the work order that has a “Created” status.
3. Click the “Quoted” button to proceed to “Quoted” status.

Create New Quotation #

1. Navigate to Finance > Quotation. You will see a list of created quotations.
2. Click the “+Quotation” button.
3. The system will display the quotation page. Fill in the following details:

Customer Details #

You can choose from existing customer data or insert a license plate number.
The system will automatically populate the customer details section.

Item Section #

You can select items from the existing inventory. You may also add new items,
which will be saved to the inventory for future use. The same applies to the
discount and tax fields.

Footer #

Quotation terms are editable and can be customized under
Account > Settings > Finance.
You can also add your own notes.

Once everything is correct, click “Save” to generate the quotation.
The system will automatically generate work order data for each quotation created.

Quotations can be sent to customers via WhatsApp or downloaded and printed for physical distribution.
You can edit a quotation after it has been generated if needed.
Once the customer agrees, it can be converted into an invoice for billing and payment processing.

How to Edit a Quotation? #

1. Navigate to Finance > Quotation.
2. Choose the quotation you want to change.
3. Click on the quotation number in the listing.
4. The system will open the quotation page.
5. Click the “Edit” button.
6. Change the data as needed.
7. Click “Save” to confirm.

The updated data will be reflected on the quotation page.