1. Navigate to “Add Quotation” #

1. Log in to your restaurant management system.
2. In the sidebar, click Sales.
3. Under Sales, select Add Quotations.
4. The “Add Quotation” form will open with multiple sections for customer details, products, and pricing.

2. Fill Basic Quotation Details #

1. Restaurant (Location) – Select your restaurant location from the dropdown.
2. Default Selling Price – Choose the pricing tier to apply (affects product prices).
3. Customer – Select existing customer or add new customer details.
4. Pay term – Set payment terms for the quotation.
5. Sale Date – Enter the quotation date (defaults to current date).
6. Billing Address – Customer’s billing address will auto-populate.
7. Invoice scheme – Select the invoice numbering scheme.
8. Invoice No. – System generates automatically or enter manually.

3. Add Products to Quotation #

1. In the Products section, click the search field.
2. Type product name, SKU, or scan barcode to find items.
3. Select products from the dropdown suggestions.
4. For each product, you can customize:
   • Quantity – Enter the number of items.
   • Unit Price – Adjust individual item price if needed.
   • Discount – Apply item-level discounts.
   • Tax – Tax rates are applied automatically.
   • Price inc. tax – Shows final price including tax.
   • Warranty – Add warranty information if applicable.
   • Subtotal – Calculated automatically.
5. Use the × button to remove unwanted items from the quotation.

4. Configure Discount Options #

1. Discount Type – Choose between “Percentage” or fixed amount.
2. Discount Amount – Enter the discount value (e.g., 10% or $50).
3. Discount Amount($) – Shows calculated discount in currency.
4. The system automatically updates the total after applying discounts.

5. Set Order Tax and Additional Details #

1. Order Tax – Select applicable tax rate from dropdown (e.g., “None”).
2. Order Tax($) – Displays calculated tax amount.
3. Redeemed and Available – For loyalty points or credits.
4. Redeemed Amount – Shows any redeemed credits applied.

6. Add Shipping Information #

1. Shipping Details – Enter shipping information in the text area.
2. Delivery date – Set expected delivery date (format: mm/dd/yyyy).
3. Shipping Charges – Enter shipping cost if applicable.
4. Shipping Status – Select from dropdown (e.g., “Please Select”).
5. Delivered To – Enter delivery recipient details.
6. Shipping Documents – Upload relevant shipping documents using the Browse button.

7. Configure Delivery Options #

1. Select Address – Choose delivery address from dropdown.
2. Select Delivery Man – Assign a delivery person from the list.
3. Click + Add additional expenses if you need to include extra charges.

8. Review and Save Quotation #

1. Review the Total Payable amount at the bottom.
2. Check all entered information for accuracy.
3. Add any additional notes in the Sale note section.
4. Choose your save option:
   • Save – Save the quotation as draft.
   • Save and print – Save and generate printable quotation.

9. Quotation Form Fields Reference #

10. Tips for Effective Quotations #

• Always double-check customer information before saving.
• Use clear product descriptions to avoid confusion.
• Set realistic delivery dates to manage customer expectations.
• Apply discounts strategically to close deals while maintaining profitability.
• Keep detailed notes for future reference and follow-ups.
• Use the “Save and print” option to immediately provide customers with professional quotations.

11. Done! 🎉 #

You can now create professional quotations for your customers with detailed product information, pricing, shipping details, and delivery options. The system will help you track and manage all your quotations efficiently!