Introduction to SKYBIZ Quotation

A quotation in accounting and business refers to a formal document provided by a seller to a potential buyer, outlining the estimated costs, terms, and conditions for supplying goods or services. It typically includes details such as product descriptions, quantities, unit prices, total costs, payment terms, delivery timelines, and validity periods. A quotation serves as an offer that, once accepted by the buyer, can lead to a sales order or contract. It plays a key role in setting clear expectations between the buyer and seller and helps ensure transparency and accuracy in financial transactions.

How to Print a Quotation Listing?

Step 1: To print a Quotation listing, navigate to Sales > Quotation

Step 2: Click the Listing button on the bottom right to view all quotations

Step 3: Use the Advanced Search to find and filter a specified quotation listing that you want to print, then click the Refresh button.

Step 4: Then click the Print button to save your quotation listing as a PDF file or click the Export Data button to save it as an Excel format.

Conclusion

In conclusion, a quotation is a critical document in the sales process that establishes clear communication between a seller and a potential buyer regarding pricing, terms, and conditions. By providing accurate and detailed quotations, businesses can ensure transparency, avoid misunderstandings, and lay the groundwork for smooth and successful transactions. Proper management of quotations not only supports efficient sales operations but also contributes to accurate financial planning and customer satisfaction.

Powered By: SKYBIZ ®