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Make a quotation

Make a quotation 1:11

From the customer to a priced, GST-ready quotation on your letterhead.

Transcript

Hi, I'm Zuzu, your Zenoziva guide. Let's turn a customer's enquiry into a quotation.

Open Sales & quotes, then click New quotation.

Choose the customer. Their address, GST number and price list fill in by themselves.

Add the items: first the 8-camera CCTV kit. Its price comes from your price list.

Then 2 boxes of Cat6 cable.

And installation for each of the 8 cameras.

GST is worked out for you, from the customer's state and each item's tax code.

Save (Ctrl+S), then click Submit.

Ctrl+P shows it on your letterhead. Download the PDF and send it to your customer.

That's it! Need a hand? Visit zenoziva.com

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