The Quotation feature in Flovix – Workshop allows you to prepare and share a detailed cost estimate with customers before creating a work order or invoice. You can add products, services, labor charges, and discounts to generate an accurate quotation.
Step by Step to Create a Quotation
- 1. Log in to Flovix – Workshop.
- 2. Navigate to Workshop from the left menu.
- 3. Open the required Job Card or create a new one.
- 4. Scroll to the Quotation section.
- 5. Click + Add Quotation.
- 6. Add the required items to the quotation, such as:
- Products or Spare Parts
- Services
- Labor Charges
7. Enter the quantity, unit price, and discount (if applicable).
8. Review the automatically calculated subtotal, tax, and total amount.
9. Click Save to create the quotation.
View Quotation Details
After saving, you can view the quotation summary, including:
- Item Name
- Quantity
- Unit Price
- Discount
- Tax
- Total Amount
This provides a complete breakdown of the estimated cost for the customer.
Edit a Quotation
If changes are required:
- 1. Open the relevant Job Card.
- 2. Navigate to the Quotation section.
- 3. Select the existing quotation.
- 4. Update the required items, quantities, prices, or discounts.
- 5. Click Save to apply the changes.
Convert a Quotation
Once the customer approves the quotation, you can proceed with the workshop process by converting it into the next stage, such as a Work Order or Invoice, depending on your workflow.