FlairSuite video tutorial
Create a quotation for a customer
Open the Quotes list, start a new quotation, choose a customer and a product, save it and find it in the list.
Transcript
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Welcome to FlairSuite. A quotation is the price offer you give a customer before they place an order. In this short video, we will create one, and find it again in the list.
First, sign in with your username and password, then click Login.
Quotations are under Customers, Quotations, Quotes. The list shows each quote's number, customer, approval status and price. To start a new one, click Create Quote.
A new draft quote opens, with today's date already filled in. Click the Customer field, and choose who the offer is for. You can search by name, or add a new customer from here.
Next, click Add Item, and pick the product you are offering. Its price and VAT come straight from the product, and the totals on the right update straight away.
Click Save to keep the quote. When it is ready, Send to Approval asks a manager to check it, and the More actions menu lets you download the PDF or send it to the customer.
Back in the Quotes list, our new quotation is at the top, as a draft. Click it at any time to open and change it.
That's it. We created a quotation, chose the customer and the product, saved it, and found it in the list. Thank you for watching.
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