Understanding Unit Sales Quotation

A unit sales quotation specifies the price per individual unit of a product or service unlike a  sales quotation that provides an overall cost estimate for a larger quantity or a complete order. Unit sales quotations are detailed and itemized, whereas sales quotations offer a broader pricing overview for potential customers.

 

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box Unit Sales Quotation.

Click on Update.

 

Creating Unit Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the plus button and select the Unit Sales dropdown option.

Fill in all the details in the Unit Sales Quotation form that opens.

Select the products from the product list under the Add Product dropdown option.

Click on Save.

 

Viewing Unit Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the Unit Sales Quotation No. which you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons which are used for the following:

Edit: This button is used to edit the form if any changes need to be made.

Copy : This button is used to copy the quotation to create a new quotation for other customers.

Accept : This button is clicked to indicate acceptance of the quotation.

Reject : This button is clicked to reject/ non acceptance of  the quotation.

Send Mail : This button is used to directly mail the form to the customer.

Print : This prints the form for physical mailing/ storage purposes.

Back : This button takes the back to the Quotation.

Proforma : A proforma invoice is a preliminary bill of sale sent by a seller to a buyer in advance of a shipment or delivery of goods or services.

Note: In Unit Sales Quotation, a user can take individual GST for all the products.