Guide to Add Quotation in G SHOP POS

The Add Quotation feature allows users to create and save sales transactions as Quotation.

How to Navigate to Add Quotation

To access the Add Quotation section go to the Sell menu on the left-hand sidebar. Click on Add Quotation from the dropdown options.

Select Business Location

• Choose the business location from the dropdown (e.g., NICE SHOP (HQ) (BL0001)).

Customer Details

• Select a customer from the list or keep the default Walk-In Customer.
• Set the Pay Term (optional).

Sale Information

• Select the Sale Date (default is the current date and time).
• Choose an Invoice Scheme if applicable.
• Leave Invoice No. blank to auto-generate.
• Attach any supporting Documents (Max file size: 5MB, supported formats: .pdf, .csv, .zip, .doc, .docx, .jpeg, .jpg, .png).

Product Selection

• Select a Table if needed.
• Search for a product by entering the Product Name, SKU, or scanning a barcode.
• Add products to the draft with the following details:
  • Quantity
  • Unit Price
  • Discount (if applicable)
  • Subtotal

Discounts & Taxes

• Choose a Discount Type (Percentage or Fixed Amount).
• Enter the Discount Amount.
• Select Order Tax (if applicable).

Shipping Details

• Enter the Shipping Address.
• Specify Shipping Charges (if any).
• Select Shipping Status (Pending, Shipped, Delivered, etc.).
• Enter details of the Delivery Person.
• Attach any Shipping Documents (Max file size: 5MB, supported formats: .pdf, .csv, .zip, .doc, .docx, .jpeg, .jpg, .png).

Save Changes

• Save the draft for future reference or Save and print