As we know the creation of budgets is essential in the management of any business. From Stockagile we can create budgets quickly and be able to create them in future sales.
Requirements to be able to create budgets/quotes
The user must have the role of OWNER, RETAIL MANAGER or INVENTORY MANAGER. We can see the different types of roles in the section Create or edit a user.
The steps to create a budget/quote are:
Go to the Quotes section within the Invoicing module.
On the screen that appears, click on the New Quote button at the top right:
Once inside the new budget, in the first section we complete the contact details:
The name of the contact.
Billing address.
The billing date and expiration date of the quote (you can mark it directly for 30/60 days by clicking on the relevant numbers).
Type of serial number (the serial number itself is generated automatically in the field on the right, since the screen saves your changes automatically).
Invoice concept (in case it is necessary).
Pricing tier.
Currency.
Invoice language.
Fiscal addresses.
In the next section, you can add Lines. Click on Add line, and a product line will be added. The Lines are designed to add products or services that may or may not be created in the program:
⚠️ Important to note that products added to the lines will not be deducted from Stock.
To add products or services to new lines, you can do so in two ways:
Advanced Search: If you click on the magnifying glass icon located to the left of the reference line, a pop-up window will appear displaying the products you have registered in Stockagile. By clicking on the code of each product, the variants will be displayed for you to select from:
Manually: Enter the reference, description, and price manually. ⚠️ Note: It is mandatory to select the tax to be applied to the product.
In the fourth section, you can specify the payment method, as well as add discounts. Additionally, you have the option to write notes (either visible on the quote/budget or private):
On the right side of the fourth section, you will see the breakdown of the quote (Subtotal, Taxes, Discounts, and Total):
And finally, in the Installments section, you can use Plan installments to split the payment or Settle to register the payment of the quote:
Once all the fields of the quote are filled in, through the More actions menu, you can convert the quote into a sale order (Convert to new sale order), duplicate it, delete it or create a new quote:
If you return to the main Quotes screen, you can search with the search bar and use the filter icon to filter by billing date, contact type, serial number or contact:
⚠️ Note: To see how quotes are sent and how our clients view them, go to Sending documents to our contacts and visualizing them.