Quotation columns (quotation layout)

Disclaimer

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

When setting up your quotation layout, several options are available that allow you to personalize the appearance of your quotations.

The layout determines what the quotation looks like, what data will be printed on it, where the address block will appear and what will appear in the accompanying mail.

Below is an overview of the available options:

• General settings:
  Includes options such as quotation attachments.
• Invoice columns:
  Determine which columns are visible on your quotations.
• Page layout:
  Settings for such things as page footer.
• Paper settings:
  Choose the paper size and printing options.
• Address positioning:
  Settings for the positioning of the address on the quotation.
• Theme:
  Customize the template colors of your quotation.
• Email template:
  Set the subject and text of the email used to send quotations.

Access to settings

All settings for your quotation layouts are centralized within your domain and divided into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• Then click on Sales settings in the now-opened screen
• scroll to Quotation layouts. 

Create and change 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.

Set up quotation columns

Customizing quotation columns allows you to define which information is displayed in which columns on your quotation. This helps you create a customer-focused and efficient quotation layout.

Step 1: click on the 2 button in the centre of your screen. The following screen is opened:

Step 2: specify here which data should be printed on your quotation. Think especially from the customer's point of view. What is important for the customer to see on a quotation invoice line?

ATTENTION!

Which columns you can select depends on the template quotation layout you have chosen. 

Description

Do you want to print the description of the sales item, 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 on each 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.

Amount ex. VAT

Amount of of total quantity of items excluding VAT.

VAT amount

VAT amount of total quantity of items.

Amount

Amount of total quantity of items.

Select the columns you would like to print per quotation line. Make the quotation as simple as possible (less is beautiful). 

Step 3: save the changes by clicking on the Save button.

Step 4: to test if the quotation looks the way you want, click on the Preview button.