{"id":6668,"date":"2018-10-11T16:51:37","date_gmt":"2018-10-11T11:21:37","guid":{"rendered":"http:\/\/bharatbills.in\/?post_type=ht_kb&#038;p=6668"},"modified":"2021-09-02T15:46:23","modified_gmt":"2021-09-02T10:16:23","slug":"how-to-add-quotation-in-bharatbills","status":"publish","type":"ht_kb","link":"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-quotation-in-bharatbills\/","title":{"rendered":"How to add Quotation in BharatBills"},"content":{"rendered":"<p>The\u00a0<strong>quotation<\/strong> is the basic need of any business in today&#8217;s time. A quotation is required when a customer wants an estimate of their purchase. <strong><a href=\"https:\/\/bharatbills.com\" target=\"_blank\" rel=\"noopener\">BharatBills<\/a>\u00a0<\/strong>provide the features of quotation. In\u00a0<strong><a href=\"https:\/\/bharatbills.com\" target=\"_blank\" rel=\"noopener\">BharatBills<\/a><\/strong> a user can create the quotation and user can convert the Invoice from that quotation.<\/p>\n<p>steps to Create Quotation in\u00a0<strong><a href=\"https:\/\/bharatbills.com\" target=\"_blank\" rel=\"noopener\">BharatBills<\/a><\/strong><\/p>\n<ul>\n<li>Click <strong><strong>Sales -&gt; Quotation -&gt; Add<\/strong><\/strong><\/li>\n<\/ul>\n<figure id=\"attachment_6672\" aria-describedby=\"caption-attachment-6672\" style=\"width: 920px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" class=\"size-post wp-image-6672\" src=\"http:\/\/bharatbills.in\/wp-content\/uploads\/2018\/10\/Screenshot_31-920x523.png\" alt=\"\" width=\"920\" height=\"523\" srcset=\"https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31-920x523.png 920w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31-300x171.png 300w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31-768x437.png 768w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31-50x28.png 50w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31-600x341.png 600w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31-320x182.png 320w, https:\/\/bharatbills.com\/uguide\/wp-content\/uploads\/2018\/10\/Screenshot_31.png 1022w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><figcaption id=\"caption-attachment-6672\" class=\"wp-caption-text\">Add Quotation<\/figcaption><\/figure>\n<ul>\n<li>Quotation number is the system generated a unique\u00a0document number<\/li>\n<li>Select the Quotation\u00a0<strong>Date<\/strong><\/li>\n<li>Select The <strong>Rate<\/strong> <strong>Type<\/strong>\n<ul>\n<li>Exclusive &#8211; GST will be applicable on Rate<\/li>\n<li>Inclusive &#8211; GST will be inclusive in Rate<\/li>\n<li>GST None &#8211; No GST Applicable<\/li>\n<\/ul>\n<\/li>\n<li>Search and select the <strong>Customer Name<\/strong><\/li>\n<li>Search The <strong>Product Name<\/strong><\/li>\n<li>Enter The <strong>Quantity<\/strong><\/li>\n<li>Enter the <strong>Rate<\/strong> of per quantity<\/li>\n<li>There are three types of the amount which you can apply as per your requirements by-default the filed names are\u00a0<strong>Insurance, Packaging, Freigh<\/strong>t. Those filed name can be modified\u00a0in the master configuration section.<\/li>\n<li>Click on\u00a0<strong>Save Bill<\/strong>\u00a0once all details\u00a0are entered.<\/li>\n<\/ul>\n<article id=\"post-6668\" class=\"hkb-article hkb-article__format-standard\"><strong>More Useful link<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-proforma-invoice\/\" rel=\"bookmark\">How to add Proforma Invoice<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/add-sales-in-bharatbills\/\" rel=\"bookmark\">How to Add Sales in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-view-update-delete-sales-bill-in-bharatabills\/\" rel=\"bookmark\">How to View\/Update\/Delete Sales Bill in BharataBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-customer-debit-notes-in-bharatbills\/\" rel=\"bookmark\">How to add Customer Debit notes in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-credit-note-in-bharatbills\/\" rel=\"bookmark\">How to add Credit note in BharatBills<\/a><\/li>\n<li><a href=\"https:\/\/bharatbills.com\/uguide\/user-guide\/how-to-add-sale-return-in-bharatbills\/\" rel=\"bookmark\">How to add Sale Return in BharatBills<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht_kb_category":[45],"ht_kb_tag":[],"class_list":["post-6668","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-managing-sales-in-bharatbills"],"_links":{"self":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb\/6668","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/comments?post=6668"}],"version-history":[{"count":0,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb\/6668\/revisions"}],"wp:attachment":[{"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/media?parent=6668"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb_category?post=6668"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/bharatbills.com\/uguide\/wp-json\/wp\/v2\/ht_kb_tag?post=6668"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}