How to Create a Quotation by Importing an Excel File

A quotation is a document showing product and service information that a store issues to a customer to help them decide whether to place an order. For stores wanting to issue quotations, follow these steps:

Go to the “Orders” menu and select “Quotation”.
Click the “Import Excel File” button.

Click Download template (the template can be downloaded here).

The system will download the quotation template, and you can fill in the required information.

The columns in the quotation file contain the following details:

Item Number: You can input the item number, or if you want the system to auto-generate the item number, type “Auto.”
Customer Code: Enter the customer’s code (if available).
Customer Name: Enter the name of the customer interested in ordering.
Customer Email: Enter the customer’s email (if available).
Customer Phone Number: Enter the customer’s phone number (no dashes or spaces; only one number allowed).
Customer Address: Enter the customer’s address without abbreviations or spaces (e.g., 188 Spring Tower, 20th Floor, Unit 1, 2, Thung Phaya Thai, Ratchathewi, Bangkok 10400).
Tax ID: Enter the customer’s tax ID number (if available).
Branch Name: Enter the branch name (if available).
Branch Number: Enter the branch number (if available).
Transaction Date: Enter the quotation creation date in the format DD/MM/YYYY (e.g., 30/9/2022).
Sales Channel: Enter the sales channel (e.g., Facebook).
Discount at the End of the Bill: Enter any end-of-bill discounts (if available).
VAT Type: Specify the VAT type, such as “None,” “Separate VAT,” or “Inclusive VAT”:

– If no VAT, write “None.”

– If VAT is separated, write “Separate VAT.”

– If VAT is included, write “Inclusive VAT.”

VAT Amount: Enter the VAT amount.
Reference: Enter the reference number (if available).
Remarks: Enter any additional remarks (if available).
Tag: Enter any tags you wish to apply; separate multiple tags with commas.
Shipping Fee: Enter any additional shipping fees (if applicable).
Shipping VAT: Enter the shipping VAT (if applicable).
Product Code: Enter the product code (e.g., P001).
Product Name: Enter the product name (e.g., Product 1).
Quantity: Enter the quantity the customer is interested in ordering.
Unit Price: Enter the unit price (e.g., 100).
Unit Discount: Enter the discount per unit (if applicable).
If you have more than one product, fill in the information for the next item in the next row.
To auto-generate item numbers for subsequent rows, type “Auto” in the Item Number column for the next item.