Add additional details to quotation

Disclaimer

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

You can create a quotation from two places in Yuki:

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

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 additional details that can be added to a quotation. 

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.