Guide to List quotations in G SHOP POS

Accessing the quotations Section

Navigate to the Sell menu on the left sidebar. Click on List quotations to view all saved quotations transactions.

Filters and Search Options

The quotations section includes filters to refine the displayed records:

• Business Location: Select a specific branch or view quotations from all locations.
• Customer: Filter quotations by customer name.
• Date Range: Select a date range to view quotations within a specific period.
• User: Filter quotations based on the user who created them.
• Search Bar: Quickly find a quotations by entering keywords such as reference number or customer name.

Quotations List Overview

Each quotations entry includes the following details:

• Date: The date when the quotations was created.
• Reference No: A unique reference number assigned to the quotations.
• Customer Name: The name of the customer associated with the quotations.
• Contact Number: The customer's contact details (if available).
• Location: The business location where the quotations was created.
• Total Items: The number of items in the quotations.
• Added By: The user who created the quotations.
• Action: Options to manage the quotations, such as editing or deleting.

Managing quotations

1. Creating a New quotations:
   • Click on the Add quotations button.
   • Enter customer details, products, and pricing information.
   • Save the quotations for future modifications or finalization.
2. Editing an Existing quotations:
   • Locate the quotations from the list.
   • Click on the Actions button and select Edit.
   • Modify the necessary details and save the changes.
3. Deleting a quotations:
   • Click on the Actions button.
   • Select Delete to remove the quotations permanently.
4. Exporting quotations:
   • Use the Export CSV, Export Excel, or Export PDF options to download quotations records.
   • Click on Print to generate a hard copy.