Quotation

Users can generate quotations or bookings within the Billing Pie POS software. The process for creating a quotation or booking is akin to the method employed to generate orders in our software. Below,

The process for creating a quotation in the Billing Pie POS software is quite similar to generating a quotation, with the only distinction being the inclusion of a date input. When a date is added during the creation of a quotation, it will automatically transform into a booking. The booking serves the purpose of reserving stock for the customer until the specified date arrives.

Selecting a Company for Quotation

First, select the company for which the quotation is being made. If the customer has multiple companies, a popup will appear, prompting you to select the appropriate company.

Quotation Process

Once you select a company, it will be visible on the quotation page. Next, choose the product that your customer is interested in.

Once you search and select your product by clicking enter. You need to add qty customer need and is there any discount you want to give to your client.

Adding Products to a Quotation

After entering the quantity, you can either hit Enter or press the Add button. This action will save the selected product to your quotation, and a quotation ID will be automatically assigned to it.

Adding Extra Amount

To add an extra amount, click on the "Add Extra Amount" button, which is highlighted in the screenshot below.

Types of Extra Amounts

There are four types of extra amounts you can add. You can modify these types according to your business requirements or add additional types of extra amounts as needed.

At last User can add remark and save & share this quotation with client.

Once You click on save and share quotation will look like in below format which you can save into PDF format or share it on email.

You can change you company details and payment details from general setting tab.