The Quote page also enables you to Add a Quote under the business you are signed in for. You can add a Quote by clicking the 'bottom-right' Plus icon on the View Quote page. The steps to add a Quote are mentioned below.
- Tap on the Customer placeholder to add a customer name.
- The Customer page opens from where you can select a name from the list. You can add a new customer as well. To add a customer, click here.
- The Quote Number is automatically generated.
- Enter a valid P.O. Number for the Quote.
- The Quote Date is automatically populated and can be changed using the Calendar icon.
- You can Update, Delete or Add Items. To know how, click here.
- The Net Amount, VAT Amount, and Total Amount are automatically updated once an Item is selected or added.
- Enter the Payment Terms under the Additional Details section.
- Enter your Notes under the Additional Details section.
- Click Save Quote to add the Quote.
- A new Quote has now been added.