Quotes
Introduction: What are quotes ?
-
Document setting out the estimated cost for a particular transaction or service.
-
Quotes do not affect stock level (unless otherwise specified)
- Quotes do not affect revenue.
Back- Office Process
1. Create Quote in the Back-Office
In order to create a Quote in the Back-Office, go to Sales and Quote. Click on New.
Enter the customer, the location and add the products on the quotes.
Once the document is ready Click on Confirm.
2. Options on Quotes
There are a few options in the Quote document that can be useful:
-
Lay-by: By default the quote doesn’t move the product to Layby. If the box is checked, the items will be put in Layby.
-
Lay-by until: Specify a day for the layby to expire. Past that day, the items will return to the available inventory.
-
Hide prices of the rows: Will hide prices of each row in the printout. Total amount will remain.
-
Hide amounts: Hide quantities on the print out.
- Quote Expires: Indicates when the quote expires (number of days).
3. Accept / Decline Quote
Once the quote has either been Accepted or Declined, you can change the Quote Status by clicking on the green or red icons:
-
The green "Thumbs up" icon will change the status to Won.
- The red "Thumbs down" icon will change the status to Lost.
Note: If a quote has been set to Lost, the status can be changed at a later time to Won and vice versa.
4. Create order / Invoice
You can create an order or an invoice directly from the quote by clicking on the icons "To Order" or “To Invoice”.
Note: If you have generated a Sales Order based on your Quote, you will need to create the Invoice from the Order not the quote.
Quote / Offers at POS
Please see our POS Quote guide.
Reports
Erply doesn’t have standard reports specific to Quotes. That being said the report generator can be used to create a report displaying Quote and Quote rows.
To display only Quotes, the Sales Document type by "Quote":
Here is a an example of a report:
