Unlocking Efficiency: The Power of Creating Item Quotations in Retail Management Software

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Creating Product quotations in Nimbus RMS

Picture this: You have a sanitary shop; your work involves selling to both end consumers and contactors who buy materials in bulk for the various buildings they are constructing. What do you do when a contractor asks how much certain items would cost and wants to cross-check prices with other retailers?

You send them a quotation of items.

And this isn’t true for just sanitary retailers. You may need to send item quotations to your customers for various items. Preparing item quotations should be a one-step process to keep retail simple. The manual process of writing out quotations is not an efficient way to do retail or wholesale. Your customers expect swift responses, efficient service, and clear communication.

This is where Nimbus retail management software steps in, offering a solution that not only simplifies the quotation process but elevates your retail operations to a whole new level. Whether you’re in the business of fashion, sanitary items, electronics, or any other retail sector, this feature can help speed up your retail processes.

This blog post lists the step-by-step process of creating item quotations, saving and mailing those quotations, and turning them into invoices.

Creating Item Quotations

The first step is to create item quotations. Just go to the sales and return screen, select your store (if it’s a multi-store business), and select your register. To make it easier to search quotations, also select the customer for whom the quotation is being made. Load the items and save the quotation.

check: How to Generate Item Quotations

Saving, Printing, and Sending Quotations

Once you save the quotation, you can print it or email it to your customer. Whether you like printing on paper or sending emails, Nimbus RMS can do both, helping you communicate well with your customers.

Also, when you save quotes with the customer’s or contractor’s name, it’s easier to find them later when the customer comes back and asks to see the quote you gave them. Just look up the customer’s name or code, and you’ll quickly find the quote.

Checking Quotation Records & Quotation Status

All quotations recorded and saved on the sales and return screen are automatically stored and accessible via the quotation screen. Here, users can conveniently review, load, and manage saved quotations. The search criteria functionality makes locating specific quotations effortless.

Users can refine their search by applying various criteria, such as customer code or name, quotation number, register number, dates, or store information.

If further details of a particular quotation are required, a simple click on the respective quotation number within the Quote# column loads the quotation slip. The slip displays all relevant information regarding the quoted items and their corresponding quantities. This makes it easy to quickly find and check the information you need.

Check: How to Check Saved Quotation Records

Making Invoices from Saved Quotations

Creating and sending quotations to prospective customers are the initial steps for streamlining your customer orders. The saved quotations can be easily turned into sales invoices. On the quotation screen, from the grid, select the quotation you want to turn into an invoice and click the action arrow to load it on the sales and return screen.

On the sales and return screen, you can also adjust the quantity of items on the loaded quotation. After editing it according to the required quantity, click the payment button to create an invoice.

When a quotation is turned into an invoice, its status on the quotation screen becomes closed. You cannot load the closed quotations on the sales and return screen

Check: How to Convert Item Quotation into Sales Invoice

Conclusion

Fast quotations lead to more sales and better customer satisfaction. They save time and reduce paperwork, which means fewer mistakes. With the quotation feature in Nimbus RMS, you can easily track customer preferences and orders. Try it out, and let us know what you think!

Author: naureen amjad- director communications. Along with navigating the many communication channels at LumenSoft, she likes to smell the flowers, count the stars, and bury her head in books. She strongly believes that the person who discovered coffee is the most important discoverer in the history of the world.
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