🌟 Why Creating a Quote in TAS is Beneficial

Creating a quote in TAS provides several advantages:

• Streamlines the sales process: Quickly generate quotes for your clients, helping you close deals faster and maintain a professional image.

• Provides transparency: Offer detailed pricing information to your customers, ensuring they understand what to expect in terms of cost.

• Improves customer relationships: A well-structured quote can enhance the customer experience by making interactions more efficient and clear.

🌐 Steps to Create a Quote in TAS

Follow these steps to create a quote in your TAS account:

1. 📊 Navigate to the Sales Tab

• On the TAS Dashboard, click on Sales from the sidebar menu to access your sales features.

2. ➕ Click on Add New Quote

• In the Sales section, click on Add New and select Quote to create a new quote.

3. 📄 Enter Quote Details

• Fill in the following details for the quote:

  • 👤 Customer Information: Select an existing customer or add a new one by clicking Add New Customer.

  • 📅 Quote Date: Enter the date when the quote is created.

  • 📦 Products/Services: Add the products or services that you are quoting. Specify quantities, rates, and any discounts that apply.

  • 💱 Currency: Choose the currency for the quote, as TAS supports multiple currencies.

4. 📝 Add Additional Information (Optional)

• You can add optional information, such as:

  • 📌 Notes: Add any notes for the customer, such as special terms or conditions.

  • 🗂️ Attachments: Attach any relevant files to the quote if needed.

5. 💾 Save the Quote

• Once all fields are completed, click 💾 Save to create the quote.

6. 📤 Send or Print the Quote

• After saving, you can send the quote directly to the customer via email or print it for physical delivery. Click on the Send or Print button to proceed.

That’s it! 🎉 You have successfully created a quote in TAS. Providing accurate quotes helps you manage customer expectations and improve the efficiency of your sales process.