In Krayin CRM, the term “Quote designates a formal offer for products or services with set prices“. Users with sales access permission can create quotes. Now We will discuss, How to create and edit quotes in Krayin?
You need to Go on Dashboard-> Leads -> Open Lead ->Quote after that you will find the below page. Now Click on Create Quote.
While you creating a quote, you have to type all the details manually in quote information form as shown below.
Sales Owner: You have to select the owner of particular sales from the drop-down.
Subject: Type here Subject for Quote, which is mandatory.
Description: Here you can describe the product and features.
Expired At: In this section, you need to put the expiry date of the quotation, the date you can select from the calendar.
Person: Put the Person’s name (Customer name) in this section. Which is also mandatory.
Address Information: Here, you need to put the Billing and Shipping Addresses in the quote form as mention below.
In Quotes Items, you need to update all the information regarding the product.
Name: You need to fill in all the information like Name of the desired product.
Quantity: Enter the desired quantity for the chosen product in the Quantity section. Add more product lines as required by clicking the + Add More link.
When you will update the quantity and price of the product, the Amount will automatically update.
If there will be any Discount on that product, so you can add. Also, add Tax (GST manually calculated) then you can find the Total amount automatically.
Note: A discount is applied after the product price is calculated, while a price adjustment adjusts the sales price directly.
After that, you have to Save as Quote then your quotation will be generated.
To edit a line item that is already included on the quote, now go to the Dashboard-> Quote ->Actions then perform edit or delete.
When you click on the edit button, then you are able to perform all the actions, after that Save as Quote and back to the Quote.
By using the Filter tab, you will be able to find out a particular filtered quote. You need to put the Subject, name of Sales Person from the drop-down and Person(customer name), then you will find out your required quote.
That’s all about “How to Create Quotes in Krayin?”.
Stay tuned for other upcoming features. Let us know your thoughts in the comments below.
Be the first to comment.