Left Menu > Sales > Quotes
1. Click on Human Resources in the left side menu.
2. From the dropdown options, click on Quotes.
3. Click on the Create Quote button. This will take you to the Create a Quote screen.
4. Select the client from the Client dropdown list. As soon as a client is selected, the reference number is automatically filled in the Reference field.
5. Select the project you want to associate with the quote using the Associate Project dropdown list.
6. Likewise, select the Currency, Issue Date, and Due Date from the respective dropdown lists.
If you select a currency other than CHF, you can adjust the rate in the “Edit Rate” section under “Services or Products.”
7. Moving to the Quote Details section, select the Sales Category from the dropdown list.
8. Choose whether you want to include VAT in the unit price or not.
9. Use the item line to enter the Service or Product, Quantity, Units, Hourly Rate, and VAT for the item. The category can be customized by clicking on the three dots icon at the end and selecting Customize Category.
10. To add a new item, click on the + Add a Line button.
11. Click on the Settings button to customize the fields in the item, select the language and format, and personalize the categories in all lines.
12. Enter comments in the Comments field.
13. You can also apply an adjustment or a discount to your quote, either as a percentage or a fixed amount, applied to the total amount.
14. Once all required information is entered, click on the Generate and Send button.
15. A pop-up window will appear with the email template that will be sent to your client. Provide the email address if it is not filled in, and edit the email text if needed.
16. Click Confirm to finalize the sending.
17. A confirmation window will notify you that the quote has been generated and sent. Click Continue.
18. For more options, click on the down arrow icon next to the Generate and Send button. This will reveal several options: Generate without sending, Generate and download, Generate, send and finish, and Save as draft.
19. To duplicate a quote, click on the three dots icon and select the Duplicate option.
20. To find a specific quote in the quotes list, click on the Filter icon.
21. You can filter by keyword, client, and status.
22. To remove filters, click on Clear filters.
23. To delete a quote, click on the three dots icon next to the quote you want to delete, then select the Delete option.
24. A pop-up window will ask you to confirm the deletion. Click Confirm.
