How to Create, Edit and Delete Quotation in N3 AI Accounting

Overview: Create Quotation

A quotation in N3 AI Accounting is a formal document used to provide customers with proposed products or services, quantities, prices, discounts, and applicable taxes before confirming a sales transaction.

Scenario:

A customer requests a quotation for several products or services. The user needs to prepare a quotation with the correct customer information, item details, pricing, and tax amounts before sending it to the customer for review.

Solution:

Step 1: Navigate to Quotations

• Navigate to Sales>Quotations module and select Add.

• Select the Customer from the dropdown list

• *Notes: For non existing customer, click “+Add New” to enter their details.

• Fill in the customer details and save

• User also can type the existing Customer system will display that match with the typing

Step 2: Select Items to the Quotation

• Select items from your inventory or service list
  • *Notes: For non-existing item. Click “+Add Item” to add new items or services.

• *Fill in the Item/Service Details.

• User can type the item name or code from your inventory or service list

• Specify the Quantity, Unit Price, or any item-specific Discounts.

• Click “+Add Lines” to add more lines for the quotations.

Step 3 : Add Attachement and Notes

• Optionally, attach supporting files or images to provide additional context for internal reference purpose.

• Include the Notes section for additional information. Click Timestamp to records the date and time. If we fill in the notes, it will reflect in the Quotation report.

Step 4 : Review and finalize

• Review each line item for accuracy in quantity, pricing, discounts, and taxes.
• Ensure customer information is correct.
• Click Save to store the quotation in N3 AI.

Step 5 : Preview the Quotation

• Click Preview to preview the Quotation Report

• System will generate a Quotation report for user.

• In this page user can print, download or send email to their users. User can share the quotation via email, whatsapp, telegram or send the link for the report

• User also can select others report format as per user preferences

Step 6: Send the Quotation to the Customer

• Click Send via Email.

• Manually customize the email message content in the message box if necessary. To set your own email content in the system user can refer to this KB :

https://n3-accounting-support-my.qne.cloud/support/solutions/articles/81000418271-how-to-amend-email-and-whatsapp-content%E2%93%94

• Send the quotation and track its status within N3 AI for follow-up by go check the Email Status column.

• Quotation created successful!

Edit Existing Quotation

• Navigate to Sales > Quotations.

• From the list, locate the Quotation you wish to modify.

• Open by clicking the blue highlight. Then Click the Edit icon.

• Apply the necessary changes to the fields, then once done click Save.

Delete Quotation

• Navigate to Sales > Quotations.

• Find the specific Quotation in the listing.

• Click the Delete icon from the drop-down button.

• A confirmation prompt will appear; click Yes to confirm.

• Your Quotation are successfully deleted in the N3 AI Accounting

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