Purpose – A Sales Quotation in POS is a provisional document that gives customers an estimated cost of items before purchase. For example, if a customer requests a quotation for monthly groceries worth ₹5,000, the system generates a quotation that can later be converted into a Sales Order or Sales Bill once the customer confirms.

Steps to create a Sales Quotation-

From Dashboard, Navigate to the Sales → Sales Quotation.

1. Enter the Customer Name or press enter button to select from the Customer LOV and update the customer details.

2. Specify the Stock Delivery Date.

3. Add items to the quotation:

• Either enter the Item Code or press enter on the Code field to select item from the LOV.

• Enter the sales quantity in the Qty field.

4. Press F6 or click Save to save and print the quotation.

Steps to View the Sales Quotation

Navigate to Sales > Sales Quotation,

1. Press F7 or click View.
   Quotation details pop-up appears.

2. Select a Quot No to view.
   The Quotation screen displays the details of the selected Quote in [VIEW] mode

3. Press F9 to exit from view mode.

Steps to Print the Quotation -

After clicking Sales > Sales Quotation,

1. Press F7 or click View.
   Quotation details pop-up appears.

2. Select a Quot No to view.
   The Quotation screen displays the details of the selected Quote in [VIEW] mode.

3. Press F8 or click Print to reprint the Quotation

Click OK to print the quotation.

4. Press F9 or click F9 Clear to exit from view mode.

Frequently Asked Questions (FAQs)  

How to delete an item in Sales Quotation?
To remove an item from a quotation:

1. Click on the Qty field of the corresponding item.

2. Press the Delete button. A confirmation message will appear.

3. Click OK to confirm the deletion.

Can I use this feature if I manage only one branch?  

No, this function is applicable only when you manage multiple branches in TruePOS.

What happens after I create the Sales Quotation?  

Once the quotation is created, the Delivery Note is generated from the Delivery Branch, and a Sales Bill is created accordingly.

This document provides a detailed guide to efficiently managing different Ship From branches in TruePOS Sales Quotation. Ensure the necessary configurations are in place before using this feature.

Is there any option to add multiple items for a particular customer in a Sales Quotation?

Yes. In the Sales Quotation screen, you can use the Import SQ option to add multiple items for a customer.

Steps:

1. Select the Customer and Press Shift + F2 Import SQ option to open the Import SQ option.

2. Download the Sample Template.

3. Enter the Item Code, Item Description, and Quantity in the sheet.

4. Upload the completed sheet in Choose a File option

5. The items will be loaded into the Sales Quotation screen.

6. Press F6 Save to save the data successfully.