Sales Quotes are quick and easy to create in Omono, please follow the simple steps below to learn how to create a quote, add line items, email and print.
Creating a Sales Quote
IMPORTANT NOTE: The customer must be setup within the Companies module before it is possible to create a quote, click here to learn how.
Select Sales Quotes using the navigation bar on the left.
Click on the ➕ icon located in the toolbar and select Quote.
Enter the Customer name.
Select a Contact using the drop-down or click the ➕ icon to add a new one (When adding a new contact, enter the details into the modal and click ✅ at the top of the modal to save).
Optionally enter a Delivery timescale (i.e Next-Day, 7 Days, 2 Weeks, 12 Months)
Select a Delivery Address using the drop-down or click the ➕ icon to add a new one (When adding a new address, enter the details into the modal and click ✅ at the top of the modal to save).
Optionally enter a Reference Number.
Select your EORI Number, if only one is setup it will be selected automatically.
Select the Quote Validity using the drop-down.
Enter a chase by date, this can be used to filter sales quotes.
The Sales Person is automatically selected as the logged in user but there is the option to change this to another user if required.
Click ✅ at the top of the modal to save.
Adding a Line Item
IMPORTANT NOTE: The part (stock or assembly) must be setup within the Stock module before it is possible to add it to a quote, click here to learn how.
Click on the ➕ icon located in the toolbar and select Line Item.
Start typing either the Part Number or Title into either of the text fields within the modal and select the part you wish to add.
The Description is pulled through from the stock item, this can be amended if required.
Optionally enter a Tag Number, this will be displayed below the description and is searchable using the filters.
Enter the Quantity.
The Sales Analysis Code is pulled through from the stock item, this can be amended if required.
Enter a Price if it hasn't been pulled through from the stock item or via a customer price list.
Optionally enter Discount. If the customer has been setup with "standard" Discount this will be pulled through from the customer record.
The Tax Rate is pulled through from the stock item, this can be amended if required.
The Commodity Code is pulled through from the stock item, this can be amended if required.
The Country of Origin is pulled through from the stock item, this can be amended if required.
Click ✅ at the top of the modal to save.
Emailing a Quote
Click Options located in the toolbar.
Select Email.
The main recipient is the person selected when creating the quote, if you click on the "To" field you can select additional contacts, CC and BCC can be selected by clicking Advanced.
The Subject text is pulled through from the sales quote email template.
The Message text is pulled through from the sales quote email template.
Click on the 📎 at the top of the modal to add any attachments.
Click the ✅ below the document you wish to attach, then click ✅ at the top of the modal to confirm.
Click Send Email, this will change the quote status from Draft > Active.
Printing a Quote
Click Options located in the toolbar.
Select Print, a PDF copy will be downloaded to your device, this will change the quote status from Draft > Active.