How to create a new quotation in the Zuper web app
A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost.
A quotation is a formal document provided to a customer that outlines the estimated costs for a specific service or project. This document includes a detailed breakdown of the services to be performed, materials required, labor costs, and any additional expenses. A quotation serves as a preliminary agreement between the business and the customer, helping to set clear expectations regarding the scope of work and the associated costs.
Navigation: Accounting --> Quotations --> + New Quotation1. Select the “Quotes” icon from the left panel and choose “+ New Quote” to create a new quote.
2. Choose either "Customer" or an "Organization."
3. Click the "+Add" button to associate the various modules.
4. A pop-up from the side will appear. Select the module and click the "Proceed" button.
5. The billing and service contact information are filled automatically based on the organization or customer chosen.
6. Fill in the "Quote Details" section.
Here, the mandatory fields are Quote Date, Expiry Date, and Quote Template.
7. Add the products and services that need to be added to the quote.
Line Item - Choose this if you want to add any part or service that needs to be included in the invoice.
Header - If you wish, you can add the "Line Items" header for identification.
Item Group - Choose this if you want to add any items that must be included in the invoice.
Custom Line Item - Choose this if you want to add any ad-hoc line item that needs to be included in the invoice.
Markup, in other words, is called the "margin amount" that you provide to the purchase price of parts and services. After applying a markup, the system automatically calculates the selling price of the respective part or service.
Markup has the following conditions.
● Flat (+): With the flat markup condition, a predetermined fixed amount is added to the unit purchase price to determine the unit selling price.
● Percentage (%): Under the percentage markup condition, a specified percentage of the unit purchase price is added to calculate the unit selling price.
● Multiplier (x): With the multiplier markup condition, the unit purchase price is multiplied by a specified amount to obtain the unit selling price.
Also,
You can manage the tax details from this section.
Tax Preference - Select the preference regarding the tax. The option can be either "Taxable" or "Non-Taxable."
8. After adding the parts & services to the quote, transactional discounts and global taxes will be applied to that quote.
If you want to update the dicount amount, click the “Edit” icon next to the “Discount” option.
Note: When a line item with a custom tax is included in a quote or invoice, neither transactional discounts nor global taxes can be applied as shown below:
9. An "Update Discount" pop-up will appear, allowing you to edit the discount amount. You can choose between a percentage (%) or a fixed amount (USD). Once the discount is set, click the "Update" button to apply it.
The subtotal will update accordingly based on the discount, and any applicable global taxes will be recalculated.
10. You can also use the "Settings" 
option next to the Parts & Services section to modify the discount type. Based on the applied settings, you can choose how discounts are applied.
- Line-item level: This allows you to apply discounts to each individual line item added to the quote.
- Transactional level: This applies discounts based on the subtotal of all items added.
Note: When a line item with a custom tax is included in a quote or invoice, only line-item level discounts will be applicable; transactional level discounts cannot be applied. This restriction is in place to prevent any miscalculations of discounts and taxes for line items with custom taxes.
11. Other details - If any custom fields are added under the settings, you can fill in the details here.
Click "+Add Attachments" to add the quotation-related attachments.
Click the “Save as Draft” button to save the quote.
12. A pop-up appears. Click the “Save as Draft” button.
13. The quote is created successfully.
Quotations are sent to customers before the commencement of a job for acceptance. Once accepted by the customer, technicians will perform the services or replace the parts listed in the quote to complete a job.
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