How to create a quotation from the Rewaa Cashier app

Learn how to create a quotation from the app, print it, and convert it into an invoice.

A quotation is a document requested by the client to obtain details about a product or service before completing the sale.

#How to Create a Quotation from the Rewaa Cashier App

#Step 1: Enable the "Quotation" option from the platform

1. Go to Sales & Customers > Sales Settings.

2. Click on "Sales."

3. Enable the "Quotation" option.

4. Click "Save."

#Step 2: Create the Quotation

1. Open the Rewaa Cashier app.

2. Go to the Sales Screen.

3. Add products to the sales screen.

4. Click on the "Quotation" option located in the top bar of the screen.

5. Add the following data:

• Quotation expiration date.

• Client's name.

• Terms and conditions.

6. Click "Create Quotation."

#How to Print the Quotation

1. Open the Rewaa Cashier app.

2. Go to the Sales Screen.

3. Click on the "Quotations" option located at the top left of the screen.

4. Choose the quotation you want to print.

5. Click on the print icon located on the left of the screen, then complete the printing steps.

#How to Convert a Quotation into an Invoice

1. Open the Rewaa Cashier app.

2. Go to the Sales Screen.

3. Click on the "Quotations" option located at the top left of the screen.

4. Choose the quotation you want to convert into an invoice.

5. Click "Convert to Invoice."

6. Complete the steps to issue the invoice.

#FAQs

1. Why doesn't the "Quotation" option appear in the Rewaa Cashier app?

   Make sure to enable the "Quotation" option from the platform via: Sales & Customers > Sales Settings > Sales, then click "Save."

2. Can I edit the quotation after creating it?

   You cannot edit the quotation after creating it, but you can create a new quotation again.

3. Does creating a quotation affect the quantity of products in stock?

   No, creating a quotation does not affect the quantity of products in stock. Quantities are only deducted when it is converted into an invoice and the sale is completed.

4. Where can I find the quotations after creating them?
   Open the Rewaa Cashier app, then go to the Sales Screen, click on the "Quotations" option.