Add additional details to quotation

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.

Access to new quotation

You can create a quotation from two places in Yuki:

• click on the Sales icon in the navigation bar
• if required, click on Dashboard
• then, if required. select the Quotation menu option from the dropdown menu of the Create... button
  
  OR
  
  
• click on the Sales icon in the navigation bar
• click on Quotations
• then, in the now-opened screen, click on the New quotation button.

Add additional details

Additional data can be added in the fields described below, if necessary.

Project

Select the project to which this quotation should be added.

This field is only available when a user with the 'Management' role has selected the Medium, Large or Unlimited bundle via the Yuki Store in the domain.

Tags

If you specify a tag for the sales invoices you create in Yuki, you can easily find these invoices with the same tag. 

Create a new tag by entering the tag name. After entering, click outside the field so that a new empty field is automatically opened for entering a second new tag, etc.