Kitabcha

Prepare a quotation

Give a customer a price offer before recording a confirmed sale.

Create the offer

  1. Open Sales, then Quotations, and choose Add quotation.
  2. Choose the customer and currency. Add products or services, quantities and offered prices.
  3. Set the offer date, valid-until date and any notes or terms the customer needs.
Annotated Kitabcha screenshot: Quotation details. Red numbered arrows, circles and rectangles highlight the controls.
Open the image to see it larger. Names and amounts are fictional examples.
  1. Quotation details

Review and share

  1. Check the total, discount and any extra charges, then save the quotation.
  2. Open it to download or share the offer with the customer. A quotation alone is not a sale or a payment.
  3. Use the available layout choices and Print action if you need a printed quotation.
Annotated Kitabcha screenshot: Choose Download PDF. Red numbered arrows, circles and rectangles highlight the controls.
Open the image to see it larger. Names and amounts are fictional examples.
  1. Choose Download PDF

When the customer accepts

  1. Create a sale using the agreed products, quantities and prices from the quotation.
  2. Review the sale, available stock and payment details before saving. Keep an unaccepted offer as a quotation rather than recording money you have not received.

Need a hand?

Tell us which step you reached, your device and what happened. Never share sign-in codes or private records in public messages.

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