How to Create a Quotation

Introduction #

Creating and managing quotations is a vital part of the sales process, allowing businesses to provide potential customers with detailed pricing and product information. This guide provides detailed steps to create and manage quotation details within the Cosmic POS module.

Prerequisites #

• Customer: Ensure customer details are set up.
• Warehouse: Ensure warehouse details are set up.

Steps to Create a Quotation #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to POS System
   • Once logged in, locate and click on ‘POS System’ from the main menu.
3. Access Quotation Section
   • In the POS module, find and click on ‘Quotation’.
4. Initiate Quotation Creation
   • Click on the ‘+’ icon to start creating a new quotation.
5. Select Customer
   • From the dropdown menu, select the customer for whom you are creating the quotation.
6. Select Warehouse
   • Choose the warehouse from which the items will be sourced.
7. Select Quotation Date
   • Specify the date of the quotation.
8. Save the Initial Quotation Details
   • Click on the ‘create’ button to save the initial quotation details.
9. Select Item
   • From the list of items, select the item(s) to be included in the quotation.
10. Finalize and Save the Quotation

• Click on the ‘create’ button to finalize and save the complete quotation.

Conclusion #

Creating and managing quotations in Cosmic POS is streamlined to ensure accurate and efficient communication with potential customers. Follow these steps to set up new quotations effectively.