Quotations and sale orders
A quotation is a price offer. A sale order books goods for a customer to deliver later. Neither touches stock or khata until you make the sale bill from it.
Make a quotation or order
On the computer (website)
- Open Quotations & Orders.
- Tap + Quotation or + Sale order.
- Choose the customer and add items, like a normal bill.
- Save it. You can print it or share it as a PDF or on WhatsApp.
On the phone app
- Open More → Bills & orders.
- Tap New quotation or New sale order.
- Add the customer and items, then tap Save quotation (or Save order).
Turn it into a sale bill
- Open the quotation or order.
- Tap Make sale bill.
- The sale screen opens with the same customer and items. Check them, take the payment and save.
Tips
- Sale orders (order booking) come with the Pro and Business plans. Quotations work on every plan.
- Once billed, the quotation shows “Billed as …” so it isn't billed twice.