Create a Quotation
How to Create a Quotation in Muhasib ERP
Overview
This guide will help you create a customer quotation without treating it as a finalized sale.
Muhasib creates a quotation identifier/status for inquiry and later conversion. It should not be assumed to post payment, stock, or revenue.
Who can do this
You need access to Quotation/Pos Quote Entry permission and needed customer/item rights.
Before you start
Select the customer/contact/address and define validity, terms, items, quantities, prices, tax, discount, and responsible staff.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → New Quotation, or POS sale type → Quotation.
Create a Quotation
Step 1: Start a new quotation
Step 2: Select customer and applicable address/contact
Select customer and needed address/contact.
Step 3: Add item/service lines and required variants/options
Step 4: Review quantities, prices, discounts, taxes, validity, and terms
Step 5: Save once
Step 6: Print/email only approved output
Check your work
Find it in Quotation Inquiry and confirm no sale, payment, stock movement, or GL posting unless target behavior explicitly indicates otherwise.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not recreate a quotation after an uncertain save; check inquiry first.