Add product in Quotation

1. To add products to the quotation, click the drop down --> View --> Select the Product Code.

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3. In order for the Products Code to appear in the drop-down list, user have to create the products in Product --> Products List --> Add Product.

1. Select the product code to select the product you prefer to be added to the quotation and click “Save”.

1. User can edit the details of the added product; Product Name, Description, Stock, Price and Discount (Fixed, Percentage, None). By default, no discount is applied.

1. User can click the “Reserve” button, to reserve a particular product in inventory. Reserved item will be shown in red with the word “Reserved”.

2. User can reverse the reserve by clicking the “Reserved” button again and item will show as “Reserve”.

Note: The reserve button will not deduct product in the inventory however serve as a reference if another user is looking at the same product within the organisation. To view if there’s any user reserving the item, user can go to Inventory --> Search for the product code, click the drop down arrow and look under “Total Reserved".

1. Click “Save” when quotation is ready to be generated.