Quotation columns

Modified on Wed, 16 Apr at 9:45 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The following quotation layout settings can be entered or changed:

General
Quotation columns
Page layout (footer)
Paper settings
Address margin (address positioning)
Theme
Subject and text of mail (Email template).

All configured settings such as the settings of the quotation layouts, among others, are grouped and categorized in one place in your domain.

Open the settings of your domain by clicking on the Settings icon in the navigation bar. Subsequently, in the now-opened screen click on Sales settings and then scroll to Quotation layouts.

To change an existing quotation layout, click on the line of the corresponding quotation layout.

To create a new quotation layout, click on the + New layout button.

Click on the 2 button in the centre of your screen. The following screen is opened:

Here you can specify which data should be printed on your quotation. Which columns you can select depends on the template quotation layout you have chosen. Think especially from the customer's point of view. What is important for the customer to see on an quotation line?

Description

Do you want to print the description of the sales item, the description of the quotation line or both?

Quantity

Do you want the quantities to be stated?

Price ex. VAT

Price of sales item excluding VAT.

Price

Price of sales item.

VAT rate

If the quotation is for private customers, then listing the VAT per line is less important. If the VAT rate is the same for each sales item, you don't need to list it on each line either.

Amount ex. VAT

Amount of of total quantity of item excluding VAT.

VAT amount

VAT amount of total quantity of item.

Amount

Amount of total quantity of item.

Select the columns you would like to print per quotation line. Make the quotation as simple as possible (less is beautiful). To test whether the quotation looks the way you want, save the quotation layout by clicking on the Save button and then click on the Preview button.