Create quote

The currency and the language used on the document is determined by the settings you made for the customer in the customer register. If no currency is specified for the customer, EUR is always used. For foreign customers, the document texts are automatically in English.

If you register a sales document to a foreign customer and want the article name to be in English, there must be an English article name specified for the article in the article register. If you register a sales document in a different currency, the price of the articles is automatically converted at the current rate when the document is created.

Read more in the topic Create article.

If you want to make a temporary change to the postal or delivery address, you click the customer's name in the Customer field. The changes you make apply to this document only. Permanent changes are made from Sales -  Customers.

If you work with cost centres and cost units, you can indicate in the document header whether the entire document should be posted to the same cost centre and cost unit. If the document should be posted to several cost centres and cost units, you specify this per article line.

If you want a standard text on your documents, you add this under Settings - Company settings in the Other settings tab. Note that the standard texts for sales documents have a max length of 180 characters.

Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.

If you have quoted goods and want to offer the customer a discount, you can do this by adding negative lines to the quote. For example, if you offer "buy 3 for the price of 2", you add an article line to the quote where you enter 3 in the Quantity column. On the next line, you add the same article, but enter -1 in the Quantity column. This way, the customer can clearly see on the quote that you deducted the discount.

Note the following:

• It is not possible to set a negative value to the unit price.
• It is only possible to post the quote if its total amount is a positive value.
• If you credit an invoice based on a quote that includes a negative line, the negative line will become positive on the credit note. However, it is only possible to post the credit note if its total amount is a negative value.
• If you have integration with Visma Webshop, the minus article does not affect the stock balance.

On the quote, you can also set the discount to a fixed amount by clicking the blue box inside the Discount field. The discount you add on the article row will be the total discount for that article, regardless of quantity.

You can add attachments to quotes you send by email. Add the attachment by dragging and dropping it into the quote, or choose a file by clicking Attach document. The attachment will be saved with the quote if you choose to save it as a draft and after you have sent the quote to the customer. The attachment must be a PDF file. You can add up to four attachments per quote with a maximum size of 5 MB per attachment.