How to Add Quickly Quotation Management in Fit+club App

The Fit+club mobile app empowers you to efficiently create, manage, and convert quotations into sales invoices, streamlining your sales pipeline and client communication.

📝 Quickly Creating & Managing Quotations #

Creating professional quotations and following up on them is a key aspect of sales. Fit+club provides intuitive tools to handle this process directly from your mobile device.

Feature Overview #

The Quotation Management feature allows you to:

• Quickly create new quotations for potential sales.
• Customize quotation details like voucher number, date, and due date.
• Select existing parties (customers) or add new ones on the fly.
• Add products or services from your catalog to the quote.
• Handle payment round-off during quotation creation.
• View, filter, and manage a list of all quotations.
• Download, share, or print quotations.
• Convert quotations directly into sales invoices once approved.

Step-by-Step Instructions: #

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Sales Section (Initial Access Point):
   • While quotations are distinct from direct sales, they are often accessed from the main Sales context. From the bottom navigation bar of the app, tap the “Sales” icon.
   • On the Sales Dashboard, tap the three-dot menu icon at the top right (next to the “+” icon).
   • From the dropdown menu, select “Quote” to navigate to the Quotations section.
3. View and Filter Quotation List:
   • You will now be on the “Quotation” list screen. This screen displays:
     • Quotation Number (e.g., # QT/AB00001).
     • Client Name.
     • Quotation Date and Time.
     • Total Amount (e.g., ₹ 1,000.00).
     • Paid Amount (e.g., ₹ 0.00).
     • Status (e.g., Open).
   • At the top, you can filter the list by “All,” “Paid,” or “Unpaid” (though for quotes, “Paid” might indicate a converted invoice that has been paid).
   • Use the “Search…” bar or the filter icon (top right) to quickly find specific quotations.
4. Add a New Quotation:
   • On the Quotation list screen, tap the “+ Quotation” button at the bottom right.
   • This will take you to the “Create Quotation” screen.
5. Manage General Quotation Details:
   • In the “General” section, you’ll see:
     • Voucher Number: An auto-generated quotation number (e.g., QT/AB00002).
     • Voucher Date: Current date.
     • Due Date: Current date.
   • Tap the “Edit” button in this section to modify the Voucher Number, Voucher Date, or Due Date for the quotation if needed.
6. Select or Add a Party (Customer):
   • Under the “Party” section, tap “+ Add Party”.
   • You can then select an existing party from your list or use the “+ New” button to quickly create a new customer profile.
   • Once selected, the party’s details (Name, Phone Number, Place of Supply, GST, PAN) will be displayed.
7. Add Products/Items from Catalog:
   • Under the “Products” section, tap “+ Add Items”.
   • You will be taken to your product catalog. Select the products or services you want to include in the quotation.
   • After adding items, you can specify quantities and review prices.
8. Review Summary and Round Off Payment (Optional):
   • The “Summary” section will show:
     • Total: Sum of all product amounts.
     • Grand Total: Final amount after taxes/discounts.
     • Paid: Amount already received (initially ₹ 0.00 for a new quote).
     • Balance: Remaining due.
   • You may have an option to enable “Round Off” for the payment, adjusting the total to a whole number.
9. Save the Quotation:
   • After verifying all details, tap the “Save” button at the bottom of the screen to create the quotation. You also have a “Discard” option if you wish to cancel the creation.

Managing an Existing Quotation (Actions) #

Once a quotation is created, you can access its detailed view by tapping on it from the Quotation list (e.g., # QT/AB00001). On the detailed quotation screen, you’ll find various action options at the bottom:

• Convert to Invoice: This critical feature allows you to seamlessly convert the quotation into a sales invoice once the client approves it.
• Print: Tap the “Print” icon to generate a physical copy of the quotation.
• Download: Tap the “Download” icon to save the quotation as a PDF file to your device.
• Share: Tap the “Share” icon to open your device’s sharing options, allowing you to send the quotation via email, messaging apps, etc..
• WhatsApp: Tap the dedicated “WhatsApp” icon for quick sharing of the quotation with the client via WhatsApp.

Additionally, via the three-dot menu at the top right of the detailed quotation view, you have further management options:

• Edit: Tap “Edit” to modify any details of the existing quotation.
• Delete: Tap “Delete” to permanently remove the quotation from your records. Use with caution as this action is usually irreversible.
• Clone: Tap “Clone” to create a duplicate of the current quotation. This is useful if you need to create a similar quote to the same or a different customer, saving time on data entry.

These functionalities ensure comprehensive management of your sales quotations, from initial creation to final conversion, all within the Fit+club mobile app.