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Quotation

Quotation: Create, Print and E-mail

Quickly create a quotation. The Nextar POS will help you to print and or send it via email to your client.

The first step in creating a quotation to access the "Quotation" menu on the left bar of the system.

Then click the green adding icon ( + ), at the top of the screen.

First choose the validity of your quotation by clicking "Expires in", or by pressing ( F7 ).

If you don't want to set an expiration date to the quotation, keep the "This quotation does not expire" marked.

If you prefer to set an expiration date, clear the option and select the period.

If you wish to save this expiration as standard, so that your next quotations come with this date automatically, check the "Save as Default" option.

Click OK to validate the configuration.

‍Select the client by clicking on the option or by pressing the F5 key.

Select the products you want to quote and last save at the top to release the quotation for the

The print screen will appear soon after. If you wish to send this quotation by e-mail, check "E-mail" and then type the customer address followed by the subject and body of the e-mail.

If you wish to print, check the Print option in "Printer at".

Click OK to apply and perform the actions you selected.

‍All set! Budget generated successfully.

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Quotation