NavigateERP for African business

Creating a quotation

Offer prices to a customer - it can later become an order or invoice.

Steps

  1. Go to Sales → Quotations and click New, or use Quote on the Dashboard.
  2. Choose the customer (or a walk-in customer with name and phone).
  3. Add the lines: product, quantity, price - VAT is worked out for you.
  4. Set Valid until and attach the customer's request if you have it.
  5. Click Save as draft to finish later, or Save quotation - it is marked as sent.

Good to know

  • When the customer accepts, open the quotation and click Convert to order or Convert to invoice - the lines come with it.