Save quotation as draft 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.

Below is described how a quotation can be saved as a draft quotation.

From this screen, a user can:

• save the invoice as draft
• move the invoice
• delete the invoice.

Save invoice as draft

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

Move invoice

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

Delete invoice

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

The following screen is opened:

Then click on the Delete button.