How to Create a Quotation on Tracepos

1. Go to the Sales section in Tracepos.
2. Select Make Product Sale from the available options.
3. In the Register Mode option, choose Quotation as the mode.
4. Use the search function to find the items you want to include in the quotation. Add each item to the list.
5. Choose the payment type, either Cash or Bank, depending on the customer’s preference.
6. Click on the Add Payment button to record the payment details.
7. Search for an existing customer or create a new customer if needed.
8. Once the necessary information is entered, click on the Complete button to save the quotation.
9. To go back to the previous screen, click on the Back button.
10. On the left navigation menu, click on Sales and then select View Quotations to see a list of all created quotations.
11. To print the proforma invoice, click on the Print Proforma button.
12. Alternatively, if the customer is ready to buy and you want to complete the sale, click on the Complete Sale button.
13. If you choose to complete the sale, make sure to finalize the payment and any necessary transaction details.

Here are some additional tips for creating a quotation on Tracepos:

• Be sure to include all of the relevant information in the quotation, such as the items being sold, the quantity, the price, and the payment terms.
• Make sure to proofread the quotation carefully before sending it to the customer.
• If you are unsure about anything, be sure to ask for help from a more experienced colleague.

By following these instructions, you can create a quotation on Tracepos that is accurate, professional, and easy to understand.