Enter quotation details

Disclaimer

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

You can create a quote from two places in Yuki:

• Click on the Sales icon in the navigation bar and then click on Dashboard, if necessary. Select the Quotation menu option from the Create... button dropdown menu
• Click on the Sales icon in the navigation bar, click on Quotations and then click on the New quotation button in the now-opened screen.

To create a new quotation, complete the following steps:

• enter the quotation details (contact, layout and validity)
• add one or more quotation lines (items)
• add additional details if necessary
• if required, add an attachment to the quotation from your device or from the archive in Yuki
  (only available in new Sales functionality)
• save the quotation as a draft quotation.

The following describes the quotation details to be entered.

Quotation details can be entered in the fields described below.

Company (required)

Select the company (administration) in which the quotation is to be processed in Yuki.

Customer (required)

Select the contact (customer) for whom the quotation is intended or click the + New contact button to create a new contact (customer)

For a detailed description, see article Create customer (individual/company) via quotation.

Once you have selected or created a contact, the 'Contact person', 'Subject', 'Layout' and 'Expires'' fields are automatically added to the draft quotation.

Contact person

If a customer-specific contact person is present on the customer's contact card, it will be filled in automatically.

If necessary, select another contact as a customer contact person or click on the + New contact person button to create a new contact (contact person).

It is only possible to select contacts recorded with the customer. This prevents the invoice from accidentally being sent to the wrong person.

Subject (required)

After selecting the customer, Yuki automatically fills in the subject "Quotation for [contact]". This can be changed manually.

Even after sending the quotation, the subject of the quotation can still be changed.

Layout (required)

The quotation layout is taken from the 'Quotations' settings (in the 'Sales settings'). However, the quotation layout can be changed manually here.

For a detailed description, see article Quotations.

TIP!

To create an English, French or German quotation, select an English, French or German quotation layout here.

Vervalt over

De vervaldagen worden overgenomen van de 'Offertes' instellingen (bij de 'Verkoopinstellingen'). Het aantal dagen kan hier echter handmatig worden gewijzigd. Bij het versturen van de offerte wordt op basis van de offertedatum automatisch de juiste geldigheidsdatum berekend.

For a detailed description, see article Quotations .