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How to create quotation

ខ្មែរ: របៀបបង្កើត សម្រង់តម្លៃ

⏱️ Duration: 3:39

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Overview​

This tutorial demonstrates how to create a quote (quotation) in the MyLekha Point of Sale (POS) system, both on a computer and via the mobile app. You'll learn how to input customer information, select items, add discounts, and save or share the quote with customers.

Prerequisites​

No prerequisites required.

Step-by-Step Guide​

  1. Open either the MyLekha Dashboard or the MyLekha POS mobile app.
  2. In the dashboard, select "Sale" in the left-hand menu.
  3. Click "Quotation". This opens the Quotes list screen.
  4. Click the "+ Add new" button to create a new quote.
  5. On the Create quote screen:
    1. Click in the "Store" field and select a store.
    2. Click in the "Customer" field. To create a new customer, click on the plus sign.
      1. Select a "Price level" for this customer: "Wholesale", "Special", or "General".
      2. Enter a "Name" for the new customer.
      3. Scroll down and check the box next to the store name under "Availability in store".
      4. Click the "Create" button.
      5. A success message will appear "The Customer have been created successfully.". Click "Okay".
    3. Click the "Employee" field and select an employee.
    4. In the "Order option" field, select an option.
    5. Add a "Reference" (optional).
    6. If needed, adjust the "Adjust as" rate, amount, discount, service, and VAT.
    7. Add a file attachment (optional).
    8. Add a note (optional).
  6. Click "Select item" to add products to the quote. Use the plus sign to add the items from the list.
  7. Click "Create" to generate the quote. A success message will appear "The Quote have been created successfully.". Click "Okay".
  8. On the Quotes list screen, click on the quote number. This opens the quote details.
  9. To save the quote as a PDF file on the computer:
    1. Click the download icon at the top.
    2. Select a destination folder and click the "Save" button.
  10. To share the quote from the mobile app:
    1. Click the share icon to share it as an image.
    2. Click the PDF icon to share it as a file.

Tips​

  • You can create new customers directly within the quote creation process.
  • After creating a quote, you can easily convert it to a sale by clicking the "Make a sale" button.

📺 Watch on YouTube: How to create quotation