Through quotes, you can draft potential sales without immediate stock commitments. Once confirmed by the customer, these quotes can be converted into sales orders, ensuring flexibility in sales negotiations and effective inventory management.
Creating a Quote
You can create a Quote by clicking on the global "+" sign and selecting + Quote.
This will create a Quote card with the following information (this info is transferred over to a SO once the Quote is Confirmed):
Quote info
*Customer
The name of the customer who is purchasing the product.
*Sales order #
The unique identifier for the Quote. This is auto-generated but can be edited if desired. Example: SO-1, SO-2
*Delivery deadline
The editable date for when Quote items need to be delivered to the customer.
*Created date
The creation date of the Quote. By default, it will match the day it was added, but can be adjusted.
*Order currency
Here you can choose which currency the order uses. By default, this will be the currency set in your Settings. (Users on the Advanced or higher plans can use multicurrency).
Bill to
The address is connected to who will be paying the order. Set to the customer billing address by default.
Ship to
The physical address where the order is delivered. Set to the customer billing address by address.
Ship from (only visible if you added more than one Location)
This field lets you select which Location the Quote is shipped from.
* = Required
Line items
At least one item needs to be added to each Quote. Only products (not materials) can be added to a Quote.
*Item
The product being sold. You can select an existing product and its variants or create a new product by typing in the product name and selecting Create new "product name" from the dropdown. Read more about creating a product.
Note: The field value is a combination of Variant Code, Item name and Variant Option values (e.g. "[P-1] MyProduct / White").
*Quantity
Amount of product being sold. The Unit of measure for the item can be set and edited on the item card. Katana allows a maximum of 5 decimal places.
*Price per unit
The editable default sales price (excluding taxes) for a product.
Total price
A non-editable calculated field showing the Quantity x Price per Unit.
Tax %
The applicable Tax rate (e.g. VAT, GST) for the item. Select a tax rate from the dropdown menu. Adjust the Default Tax rate and edit, create and delete Tax rates from Settings screen > Tax rates.
Shipping fees
You can include shipping fees on quotes. Read more about shipping fees in Katana.
Additional info
You can add comments to any Quote, such as specific instructions to sales personnel, fulfillment or delivery details, any reference numbers, references to the location of relevant files, etc.
Status
Each Quote has a Status that can be changed either in the Quotes table or inside of a Quote.
All new Quotes have a Pending status which means the Quote has not been confirmed by the customer and the Items don't participate in stock commitments yet.
Change the status to Confirmed once you receive approval from the customer. The Quote will turn into a SO and be added to the bottom of the Open tab of the Sales orders table in the Sell screen.
Read more about using the Sell screen.
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