A quotation is a document requested by a customer to get details about a product or service. Once the customer approves the quotation, you can convert it into a sales invoice. This article explains everything you need to know about this feature in Rewaa.
ℹ️ Note: Before you start, make sure to:
Add the product/service in the Products section.
Have sufficient stock available.
Step 1: Enable the Quotation Option
Go to Sales & Customers > Sales Settings.
Click Sales.
Enable the Quotation option.
Click Save.
Step 2: Create a Quotation
Go to Sales & Customers > Points of Sale.
Open the sales register.
Add the products to the sales screen.
Click the Quota option at the bottom right of the screen.
(Optional) Enter the following details:
Expiration date
Customer name
Your terms and conditions
Click Create Quotation.
The quotation will be generated immediately, and the print window will appear.
To print the quotation:
Select the printer name > Click Print.
To save the quotation as a PDF file:
Select Save as PDF as the destination > Click Save.
Step 3: Convert a Quotation to a Sales Invoice
Go to Sales & Customers > Points of Sale.
Open the sales register.
Click Quotation.
Search by quotation number or customer name.
Click the arrow icon in the filter column.
Review the products and quantities.
Click Pay.
Choose the payment method and add the customer’s name.
Click Pay, then complete the printing steps.
FAQs
How can I see all previous quotations?
From the sales screen, click Quotation List to view all previous quotations.How can I know the expiration date of a quotation?
Check the Expiration Date column in the quotation list, or view the details inside the quotation.Can I edit a quotation after it’s issued?
No, you cannot edit a quotation after it’s issued. You can create a new quotation instead.Can I change the product quantity before issuing the invoice?
Yes, you can adjust the quantity in the designated field before issuing the invoice.Can I delete expired quotations?
No, you cannot delete quotations. All quotations remain in the same list.Can I print a quotation in English?
Unfortunately, the only available language at the moment is Arabic.How can I print a quotation again?
From the sales screen, click Quotation List.
Search for the quotation by number or customer name.
Click the quotation number, then select Print.Can I create or print a quotation from the Rewaa Cashier app?
No, you cannot create or print a quotation from the cashier app. This feature is only available when using the browser.