The Sale Quotation module in Flovix allows businesses to prepare and send price proposals to customers before confirming a sale. A quotation includes product details, pricing, taxes, discounts, and delivery information, helping customers review the offer before placing an order.
Sale quotations help businesses maintain professional communication with customers and ensure transparency in pricing. Once a quotation is approved by the customer, it can easily be converted into a Sale Invoice or Sale Order, saving time and reducing manual data entry.
Flovix provides a flexible interface for creating quotations with customer details, vehicle information (if applicable), product information, taxes, discounts, and payment terms, making the entire sales process organized and efficient.
Step-by-Step Guide to Create a Sale Quotation
Step 1: Open Sale Quotation Module
Go to the Sale Quotation section in Flovix.
Click New to create a new quotation.
Step 2: Select Customer and Warehouse
Choose the Customer from the dropdown list.
Select the Warehouse where the products will be sourced.
Step 3: Enter Quotation Details
Fill in the following information:
Quotation/Invoice Number
Date
These details help identify the quotation.
Step 4: Enter Vehicle Information (Optional)
If the quotation is related to a vehicle service or part, enter:
Vehicle selection
Mileage
Plate number
VIN
Model
This helps track vehicle-related transactions.
Step 5: Add Product Details
Select the Product and complete these fields:
Batch
Unit of Measure (U/M)
Quantity
Price Each
Discount
Flovix will automatically calculate the amount.
Step 6: Add Additional Sales Information
Enter optional details such as:
Trade Offer
Delivery Date
Sales Representative
Delivery Man
Shipping Method
Sale Terms
These fields help manage delivery and sales operations.
Step 7: Set Order Status
Select the Order Status to indicate the stage of the quotation (e.g., pending, approved).
Step 8: Attach Files and Notes
Upload related documents or files using the Attachment option.
Use the Memo field to add internal notes or customer instructions.
Step 9: Review Financial Summary
Flovix automatically calculates:
Sub Total
Discount
Tax
Net Payable
This ensures accurate quotation pricing.
Step 10: Record Payment (Optional)
If a payment is received in advance:
Select the Payment Method (COD or other).
Enter the payment amount, and the system will calculate the balance due.
Step 11: Save the Quotation
Review all details carefully.
Click Save to store the quotation in the system.
The quotation can later be converted into a sale invoice or order.
Key Features:
Create professional sales quotations for customers
Add multiple products with pricing and discounts
Record vehicle information such as mileage, plate number, VIN, and model
Automatic tax and discount calculations
Assign sales representatives and delivery personnel
Add trade offers and sale terms
Track quotation status and approval
Attach documents and notes for reference
Convert quotations into sale invoices or orders
Benefits of Using Sale Quotation in Flovix:
Helps create professional price proposals
Improves sales process transparency
Reduces manual errors in pricing
Enables quick conversion to sales invoices
Maintains organized customer transaction records
Improves sales tracking and reporting