How to Create a Quotation Template
Welcome to Invent ERP – Your Growth Keystone
In today’s lesson, we will guide you through the process of creating a quotation template in Invent ERP.
With this powerful feature, you can:
✔️ Standardize your quotations
✔️ Save time with pre-filled details
✔️ Ensure consistency across all your documents
Let’s get started!
How to Create a Quotation Template
Navigating to the Quotation Templates
1️⃣ From the main page, open the main menu to access all modules
2️⃣ Go to the Sales Module
3️⃣ Click on Quotations
4️⃣ Access the Configuration Settings
5️⃣ Click on Order Template
Now, let’s walk through the steps to create a new template.
Creating a New Quotation Template
To begin, click "Add" to start the process.
1️⃣ Template Name
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Assign a clear and descriptive name to your template for easy identification when creating quotations.
2️⃣ Default Quotation Subject
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Define the title or purpose of the quotation, providing customers with a clear understanding of the document’s intent.
3️⃣ Default Payment Terms
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Set predefined payment conditions to ensure transparency for both you and your clients.
4️⃣ Quotation Expiration
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Specify how long the quotation remains valid, giving customers a defined timeline for their decision-making.
5️⃣ Terms & Conditions
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Outline essential policies such as:
📌 Delivery details
📌 Payment expectations
📌 Any additional terms relevant to the quotation
6️⃣ Quote Items
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Include necessary product details:
✔️ Product Name
✔️ Description
✔️ Quantity
✔️ Unit of Measure