Create a quotation and a sales order
A quotation for your customer, then a numbered SO sales order ready to deliver.
Before you start
- Access to create sales documents.
- The customer in Contacts in the Active stage, and active products.
- An active VAT rate with a sales account, if you sell with VAT.
Steps
Step 1: Open Sales
In the sidebar, choose Transaction, then Sales. The list of sales documents opens with the Invoice, Advance Invoice, Delivery, Order and Quotation tabs.
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The Sales page with the document tabs and the Create new sale button.
Step 2: Create the quotation
Click Create new sale, then Sales quotation. Choose the Customer, fill in Quote date and Expiry date, then the items, quantities, prices and VAT. Click Save sale.
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The sales quotation form with the customer, quote date, expiry date and item lines.
Step 3: Click Create order
On the quotation page, click Create order. The order form fills in from the quotation. Fill in Expected delivery and choose the Warehouse, or leave it blank for HQ.
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The quotation detail page with the Create order button in the bottom bar.
Step 4: Click Save sale
Finday opens the order page with its SO number and the status Open.
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The sales order detail page with its SO number and the status Open.
When you are done
- The quotation is saved as Sent with a QTN number; the order is saved as Open with an SO number.
- Sales documents need no approval.
- From the order, continue with Create delivery.
Common problems
The customer is not in the list
The contact must be a Customer in the Active stage. Change the stage in Contacts, or choose Add new customer below the list.
Can I create an order without a quotation?
Yes. Click Create new sale, then Sales order.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.