Create Quotes

1. Click on Sales from the Menu bar 
2. Select Quotes from the tab
3. Click on Create quote

4. Click on Add client and select the client
5. To add a shipping address, click Add shipping address
6. Click Add item to select the items to be added to the quote. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
7. (Optional) Click Add discount if you want to apply a discount to the quote. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
8.  (Optional) Click Add shipping fee to apply a shipping amount to the quote. 
9. Note that you can edit the default Issue date 
10. You can include notes by clicking Add note
11. Select Send via to send the quote directly via WhatsApp or Email, or Save 

Create a quote with multicurrency

1. Click on Sales from the Menu bar 
2. Select Quotes from the tab
3. Click on Create quote

4. Click on Add client and select the client
5. To add a shipping address, click Add shipping address
6. Click Add item to select the items to be added to the quote. Note that you can:
   1. Edit the price 
   2. Increase the quantity 
   3. Add individual tax 
7. (Optional) Click Add discount if you want to apply a discount to the quote. Discount can be added as a percentage (which is auto-calculated) or as a flat amount 
8.  (Optional) Click Add shipping fee to apply a shipping amount to the quote. 
9. Click on the currency dropdown to select the currency of choice. 
10. You can edit the exchange rate by clicking the edit button and inputting the rate

11. Note that you can edit the default Issue date 
12. You can include notes by clicking Add note
13. Select Send via to send the quote directly via WhatsApp or Email, or Save 

Creating Quotes from Inventory List

1. Check the box of items you want to add to your Quote. You can check multiple items on different pages

2. On the tab at the bottom, click Create
3. Select Quote from the popup
4. Click Create

5. Fill in the required details on the Create Quote page

• The item quantity can be edited on the Create page

6. Select Send via to send the quote directly via WhatsApp or Email, or Save