How to add Quotation in BharatBills

The quotation is the basic need of any business in today’s time. A quotation is required when a customer wants an estimate of their purchase. BharatBills provide the features of quotation. In BharatBills a user can create the quotation and user can convert the Invoice from that quotation.

steps to Create Quotation in BharatBills

  • Click Sales -> Quotation -> Add
Add Quotation
  • Quotation number is the system generated a unique document number
  • Select the Quotation Date
  • Select The Rate Type
    • Exclusive – GST will be applicable on Rate
    • Inclusive – GST will be inclusive in Rate
    • GST None – No GST Applicable
  • Search and select the Customer Name
  • Search The Product Name
  • Enter The Quantity
  • Enter the Rate of per quantity
  • There are three types of the amount which you can apply as per your requirements by-default the filed names are Insurance, Packaging, Freight. Those filed name can be modified in the master configuration section.
  • Click on Save Bill once all details are entered.
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