Creating and managing a Sales Quotation

Migrated from the Motasoft VGM Help Centre; the original author and publication date were not recorded.

Creating and Managing Sales Quotations

Sales quotations can be created and managed efficiently, whether as standalone documents or linked to other documents such as jobsheets and invoices. Follow the steps below to create and manage quotations.

Creating a Standalone Quotation

1. Go to Sales > Quotations.
2. Click on "New" to open a new quotation form.
3. Enter the relevant customer and vehicle information and click "Save".
4. Click on "Add Sales Quotation Item" to include the items required for the quotation.

Creating a Quotation from a Jobsheet

1. Via the Jobsheet Grid:
   • Go to Jobs > Jobsheets.
   • Select the desired jobsheet.
   • Click Convert.
   • Choose Convert to sales quotation.
2. Via an Open Jobsheet:
   • Navigate to Jobs > Jobsheets.
   • Open the specific jobsheet.
   • Click the three dots in the top right corner.
   • Select Convert.
   • Choose Convert to sales quotation.

Converting a Quotation to a Jobsheet/Invoice

Once the customer has approved the quotation, you can convert it to a Jobsheet or invoice. Here’s how:

1. Via the Quotations Grid:
   • Go to Sales > Quotations.
   • Select the desired quotation.
   • Click "Convert".
   • Choose the document type (Jobsheet or Invoice) that you require.
   
2. Via an Open Quotation:
   • Navigate to Sales > Quotations.
   • Open the specific quotation.
   • Click the three dots in the top right corner.
   • Select "Convert".
   • Choose the document type (Jobsheet or Invoice) that you require.