Save quotation as draft 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.

Save quotation as draft quotation

AVAILABLE USER ACTIONS

From this screen, a user can:

• save the quotation as draft
• move the quotation to another company
• delete the quotation.
  
  

Save quotation as draft

When all details of the quotation have been entered, click on the Save as draft button to save the quotation as a draft quotation (in 'Draft quotations' work list). The input screen closes.

Move quotation to another company

A draft quotation can, if required, be moved to another administration. To do this, select the administration to which the draft quotation should be moved in the Company field.

Delete quotation

To delete a draft quotation, click on the Delete button.

The following screen is opened:

Then click on the Delete button.