Creation of a quote
To create a quote from the document tab :
1. Press the Documents tab
2. Press the action button 
3. Select Quotation
4. Select or search a customer in the list
5. Start the document configuration
| In order to facilitate the creation of the document, some information is pre-filled. |
- Enter general information (VAT, dates etc.)
- Enter payment information
- Add a comment if needed
- Tap Save
6. Add an item from catalog
| How does the catalogue work ? Find your categories of articles in the first level of the directory, then scroll down the directory to find the articles. |
a. Tap on the button Add a product
b. Select or create an item in the drop down menu
| If you create a new article, save the creation with the save button |
7. You can also search for an item 
8. Modify the parameters (unit price, VAT, quantity etc.) and press Validate
9. Add products from editing view
- To add a product, tap on Edit and follow step 5 "Add item"
- Tap save
- Press the cross
to access to the overview - Preview the quote by clicking on the quote miniature
10. Produce, duplicate or edit the quote before sending
| Primary actions are actions that allow the status of the document to be changed. In the case of a draft document, we will have the following primary actions. |
- Produce quote will validate the creation, the quote will be available for sending by email
- Duplicate will make a copy of the quote
- Edit allows you to return to the quote for modification.
- The additional actions allow you to delete, create the invoice and create a down payment
| It is possible to create other documents for the same invoicing cycle, from an quote, I can for example create an invoice which will use the information from my quote. |
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