Quotation

Go to create a new Quotation in Localizebook:

1. Go to the Customer menu.
2. Click Customer Center.

Click on button +Add in the center of the page.

1. Click on Quotation.

Enter the basic information of Quotation:

1.Customer Name: Name of Customer (required)

1. Customer Name: Select the customer you are creating the quotation for.
2. Currency: Choose the currency for the quotation (e.g., Dollar).
3. Sale Person: Assign a sales representative to this quotation.
4. Price Level: Select a price level if you have different pricing structures (e.g., Standard, Wholesale).
5. Reference: Add an optional internal reference number or note.

2.Number: Quotation Number (Auto form system)

1. Date: This is the date the quotation is created. It defaults to the current date.
2. Expiry Date: Set a date when the quotation will no longer be valid.
3. Quotation Status: Shows the current state of the quote (e.g., Issued, Draft, Closed).
4. Sale Order Status: Indicates whether a sales order has been created from this quotation. The status Unsaled means no sales order has been generated yet.
5. Invoice Status: Shows whether an invoice has been created. The status Uninvoiced means it has not yet been converted into an invoice.

3.General Information

1. Quotation Number: A unique tracking number automatically assigned to the quotation.
2. Warehouse: Select the warehouse from which the items will be sourced, if applicable.
3. Address Name: Choose the customer's specific billing or shipping address.
4. Memo: Add any internal notes or additional information for your team.

4. Financial Summary: The form displays the overall financial summary of the quotation.

1. Discount and Tax Mode: Choose how discounts are applied in relation to taxes (e.g., "Discount before tax").
2. Sub Total: The sum of all line items before discounts and taxes.
3. Discount: The total discount amount for the entire quotation.
4. VAT: The total Value Added Tax calculated for the quotation.

5.Item Name: Select Item Name

1. Item Code: Auto from item
2. Description: Auto from item
3. QTY: Input Number
4. Unit Name: Select Unit
5. Price($): Auto from Item (you can modify)
6. Sale Price: Price for sale (Auto calculate)
7. Amount: Total Price
8. Discount: discount as percentage or amount
9. Grand Total: Total price before tax
10. Memo: Other remarks that relate to your sales order.

Note: The save button for saving your current transaction line. if having a new transaction you must click the save button to have a new line to make a new transaction. The button for delete the transaction line.

After filling all with your information:

1. Save & New: Save the current sale order and add another one.
2. Save & Close: Save the current sale order and close the window.
3. Close: Close: Window without saving the current sale order.