⬜ Quotation in AurPOS

The Quotation feature in AurPOS helps you create a preliminary offer for a customer before proceeding with an actual sale, allowing you to present a clear and detailed price without deducting stock quantities.

✅ What is a Quotation?

A Quotation is a preliminary document prepared for the customer that outlines the items, quantities, prices, taxes, discounts, and any relevant notes.

This document allows you to present the order details to the customer before converting it into an official invoice.

✨ Note:
The Quotation status does not affect inventory levels, as no items are deducted until the quotation is converted into a final invoice.

✅ How to Add a New Quotation

To create a new quotation in AurPOS:

➤ Go to Sales → Add Quotation

➤ Fill in the invoice details as usual:

• Customer name

• Business location

• products and quantities

• Prices and taxes

• Any additional notes

➤ Click Save

✔ The invoice will be saved as a quotation and will appear in the Quotations List.

✨ Note:
If you've previously created a Sales Order for the same customer, once you select the customer's name, click on the Sales Order field to view a list of all open orders, once you select a sales order, all related details (items, quantities, prices) will load automatically.

➕ For more details on how to create a sales order, please refer to the previous article.

✅ Quotations List

To view all previous quotations:

➤ Go to Sales → Quotations List

From here, you can:

• View all existing quotations

• Edit a quotation

• Convert to invoice

• Copy quotation for a new request

✅ Convert Quotation to Final Invoice

When the customer approves the quotation, you can convert it into a final sales invoice:

➤ Go to Quotations List

➤ Click on Options → Convert to Final Invoice

✔ The invoice will appear in the All Sales with the status Due, and its status can be updated later if needed.

✳ The document will now become an official sales invoice, and stock will be deducted automatically.

✅ Copy Quotation

To save time, you can copy an existing quotation and create a new one based on it:

➤ Go to Sales → Quotations List

➤ From the Actions column, select Copy Quotation

✔ A new quotation will be created with the same data, which you can edit as needed.

✳️ Tip:
Using quotations is an ideal step before confirming a sale, especially when dealing with returning customers or custom orders.

It helps streamline approvals, ensure price clarity, and minimize errors in the sales process.