Quotations

Overview

A Quotation is an estimated cost document sent to a customer before a sale is confirmed. At Cola Solar this covers solar panels, inverters, batteries, installation, and any other services offered.

To access: Selling → Quotation

Creating a Quotation

1. Go to Selling → Quotation → New
2. Select the Party Type:
   • Customer — existing customer
   • Lead — prospect not yet converted
3. Select the Customer or Lead
4. Set the Valid Till date — how long the quote is valid
5. Under Items, click Add Row and select each item:
   • Solar panels, inverters, batteries, accessories, installation services
   • Enter Quantity and verify the Rate
6. Add taxes and shipping charges under Taxes and Charges if applicable
7. Add any terms or conditions in the Terms and Conditions section
8. Click Save then Submit

After submitting you can print the quotation and send it to the customer.

Converting a Quotation to a Sales Order

Once the customer confirms:

1. Open the submitted Quotation
2. Click Create → Sales Order
3. All details are pre-filled from the quotation
4. Set the Delivery Date
5. Click Save then Submit

Checking Quotation Status

Go to Selling → Quotation and filter by status: