How to Create a Quotation
Welcome to the Invent ERP Family!
We are thrilled to have you on board. Get ready to streamline your business operations and enhance efficiency with Invent ERP.
We are here to guide you through every step of the process, ensuring a smooth, simple, and effective experience.
How to Create a Quotation
How to Create a Quotation in Invent ERP
In this tutorial, we will walk you through the process of adding a quotation in Invent ERP.
There are two ways to do this, providing you with flexible options for a seamless experience:
Option 1: Using Quick Links
1️⃣ Navigate to the toolbar
2️⃣ Click on Quick Links
3️⃣ Select Add New Order
Option 2: Using the Main Menu
1️⃣ Open the Main Menu to access all modules
2️⃣ Go to the Sales Module
3️⃣ Click on Quotations
Now, let’s go through the key details required to create a professional and accurate quotation.
Filling Out Quotation Details
✅ Customer Selection
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Choose the customer from the drop-down list
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The pricing list and address fields will auto-populate based on the stored contact details
✅ Quotation Subject
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Enter a clear and descriptive subject to help identify the quote’s purpose
✅ Quote Template
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Select a template from the drop-down list
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Need help creating a template? Click on the YouTube icon for a quick tutorial
✅ Validation Date
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Set the expiration date for the quotation to inform customers of the decision deadline
✅ Quote Date
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The system will automatically set the quote date upon creation
✅ Payment Terms
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Clearly define the payment conditions to ensure transparency between you and the customer
✅ Salesperson Assignment
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Assign the responsible salesperson for proper tracking
✅ Sales Team Selection
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Choose the appropriate team to ensure seamless communication and workflow
✅ Shipping Policy
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Specify whether shipping will occur:
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At the earliest opportunity
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Once all products are available
✅ Tax Policy
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Define the applicable tax settings for clarity in pricing
✅ Tagging for Organization
Adding Quotation Items
In this section, you will enter details such as:
✔️ Product Name & Description
✔️ Quantity & Unit Price
✔️ Applicable Taxes & Discounts
Terms & Conditions
Include any relevant policies such as:
📌 Delivery Details
📌 Payment Expectations
📌 Other Important Conditions
This ensures transparency and provides customers with all necessary information.
Conclusion
With these steps, you can effortlessly create professional quotations in Invent ERP.
We hope this tutorial was helpful, and we look forward to assisting you further as you explore the full potential of Invent ERP! 🚀
