Sales Quote
Sales Quote provides the prospective customer with a quote of how much the work should cost. With this function, a manager can handle Sales Order and Sales Invoice. Sales Quote can be used in kpi.com as part of CRM and Project Management Modules. It can be sent to contacts, leads, accounts and customers. Project Managers can use Sales Quotes in order to create proposals and send them to clients before the start of the project
Create Sales Quote
To create a Sales Quote, go to Sales Quote listings page and click Add.
Sales Quote Reference
| Status | Edit | Delete |
| Draft | Yes | Yes |
| Approved | Yes | Yes |
| Rejected | Yes | Yes |
| Approved by Client | No | Yes |
| Invoiced | No | Yes |
| Converted | No | Yes |
What can you do after creating a Sales Quote?
Save as a Draft – you can edit and change Sales Quotes. It is not shown for your Customer.
Save & Approve – once you save & approve your Sales Quote would be available for Customer’s consideration.
Approve & Email – when you click Approve & Email Sales Quote will be approved and sent to your Customer a notification with attached PDF version of Sales Quote.
Submit for Approval – you can submit Sales Quote for manager approval by choosing manager in Managerfield. Managers who can approve Sales Quote are following: Administrator and Director.
Print PDF Version – once you have filled in all required fields, you can generate print version of Sales Quote by clicking on PDF Version button.
Client Approve – Once the quote is sent to client, client can approve the quote by logging in to KPI, or you can approve quote yourself once quote is marked as open.
Client Reject – Once the quote is sent to client, client can reject the quote by logging in to KPI, or you can reject quote yourself once quote is marked as open. Client can add reasons of rejection as note in pop-up window.
If the client has rejected the quote, you can change the quote terms and send the quote back to the client later.
Convert to Order – Once the quote is approved by the client, you can convert your quote to sales order usingConvert to Order button.
Convert to Invoice – Once the quote is approved by client, you can convert your quote to sales invoice usingConvert to Invoice button.
Progress invoicing – (also called progress billing, percentage of completion billing, or partial billing) Progress Invoicing enables you to create an invoice from a sales quote by billing your customer for a percentage of the original quote.
In order to generate Progress Invoicing go to the Sales Quote Add Form and tick Progress Invoicing on right-top.
Likewise, you can edit, delete, copy to Purchase Order, copy to Sales Quote and print PDF of your Sales Quote created.
See also
- Accounting Settings
- Bank Payment
- Setting Barcode for a Product
- Items Table
- Run Time Calculation of Exchange gain/loss
- Timesheet Invoice
- Budget per Department
- Foreign Currency Bank
- VAT Return
- Bank reconcilation
- Spend Money
- Receive Money
- Storefront
- Stock Valuation
- Reports Overview
- Chart of Accounts Overview
- Dividends Payable
- How to build Assembly Item?
- What is Assembly Item?
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Products & Services Overview
- Spending and Receiving Transactions
- Import Manual Transactions
- How to make Journal Entries for Retained Earnings
- Manual Transaction Overview
- Closing the Fiscal Year
- Consolidated Reports
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Multi-Company Settings
- Overview of Role Level Access
- Move Inventory to Another Warehouse
- Stock Transfer
- Stock Adjustments
- Fixed Assets
- Workflow of Expense Claims
- About Expense Claims
- Purchases / Bills Overview
- Supplier Center
- How to add Purchase Invoice
- How to add post dated check
- How to add Check
- Recurring Invoice
- Timesheet based Invoice
- How to add Sales Invoice
- Sales Invoice
- Multi-currency in Invoices
- How do I use Sales Orders
- How to add Sales Order
- Sales Order
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Overview
- Customer Center
- Serial Numbers
- Add-ons Library
- Tax Rates
- Multiple Currency
- Numbering Settings/Accounts
- Invoice Payment
- Accounting Overview
- Landing Cost
- Mark as Open
- Delete Purchase Order
- Edit Purchase Order
- Receive Purchase Order
- Print Purchase Order
- Send Purchase Order
- Add Purchase Order
- Accounting Getting Started