Step 1: Create a New Quotation

Go to Quotation Inbox and click the "+" icon to create a new quotation.

This opens the quotation entry screen, allowing you to prepare customer quotations with accurate business details, pricing information, and GST configuration while supporting a streamlined sales workflow.

Step 2: Select Transaction Type

Choose whether you want to create a quotation With Item, Without Item, or as a Journal Entry. Selecting the correct transaction type ensures the quotation follows the appropriate accounting structure and matches your business and customer requirements.

Step 3: Choose the Quotation Series

Select the required Series for the quotation.

Based on your predefined setup, Accomation.io automatically fills the GST Registration, Prefix, Suffix, and Quotation Number, reducing manual data entry, ensuring numbering consistency, and maintaining standardized quotation records.

Step 4: Select the Party Ledger

Click the Search icon to find and select the required Party Ledger using the Party Name or GST Number.

Note:

If the customer's ledger is not available in Tally, you can fetch party details using the GST number for registered businesses or manually enter the party name for unregistered customers.

These details are added to the quotation, while the party ledger can be created later in the Sales module.

Step 5: Save the Quotation

Click Save Changes to create and store the quotation. Saving the quotation preserves all customer, GST, and transaction details, allowing you to edit, share, or convert the quotation into an invoice whenever required.

How to add quotation manually?

Frequently Asked Questions