Change quotation date and/or sending method

Modified on Mon, 30 Mar at 4:06 PM

Disclaimer

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

In Yuki, it is possible to manually create a quotation and then send it to your customer by mail or email. Then, if necessary, the quotation can be handled correctly.

To send a new sales invoice to your customer, follow these steps:

prepare the quotation for sending to the customer
if necessay, add notes
check and, if necessary, change the quotation date and/or sending method
process the quotation in the administration (this will cause the quotation to be sent to the potential customer).

Access to draft quotation

To access:

click on the Sales icon in the navigation bar
click on Quotations
then, in the now-opened screen, select the Ready to send work list
open the quotation you want to prepare for sending by clicking on the subject of the relevant quotation.

Quotation ready to send

AVAILABLE USER ACTIONS

From this screen, a user can:

change the quotation date and/or sending method
save the quotation as 'Ready to send'
delete the quotation.

Change quotation date and/or sending method

In a quotation ready to send, you still have the option to check and, if necessary, change the quotation date and/or sending method before actually processing and sending the quotation.

Quotation date (required)

The quotation date shown is always today's date. Select a different quotation date here if required.

Sending method (required)

The sending method as recorded by the customer is automatically entered in this field. However, if no sending method is specified with the customer, the sending method entered in the Sales settings under Quotations will be used.

For a detailed description, see article Quotations.

Change sending method

If necessary, change the sending method of the quotation:

Send by email: the Email field shows the customer's saved email address. Check it and enter a current email address if necessary. Without a valid email address, the invoice cannot be processed.
Send by post: the quotation can be printed and/or downloaded immediately after processing.
Do not send quotation by email: the quotation is processed in the administration but not sent to the customer.

Save quotation as 'Ready to send'
To save the quotation again as an quotation to be sent, click on the Save as 'Ready to send' button.

Delete quotation

To delete a quotation ready to send, click on the Delete button.

The following message appears on your screen:

Click on the Yes button to actually delete the quotation.