Create Quotations

To create a new quotation or estimate in Lutrack Inventory, follow these steps:

1. Navigate to Sales.
2. Click on Quotation / Estimate.
3. Click on the Add New Quotation button.
4. Fill in the quotation details:
   • Invoice Number: Enter the invoice number, or leave it blank to generate automatically.
   • Customer: Select the customer for whom you are creating the quotation from the dropdown list or add a new customer by clicking the + button.
   • Quotation Date: Select the date for the quotation.
5. Add products to the quotation:
   • Use the search bar to find and select the products by name, item code, or barcode.
   • Enter the quantity for each product. The unit price, discount, tax, and subtotal will be calculated automatically.
6. Enter additional details:
   • Terms & Conditions: Review or modify the default terms and conditions.
   • Notes: Add any additional notes for the quotation.
   • Order Tax: Select the applicable tax for the order.
   • Discount: Enter any discount amount.
   • Shipping: Enter the shipping cost.
7. Review the order summary:
   • Check the Order Tax, Discount, Shipping, and Grand Total to ensure all details are correct.
8. Click the blue Save button to finalize and save the quotation.