How we create a quotation/proforma through a walk-in customer

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Now first select the quotations.

After selecting the form, enter the reference number, or the system will automatically generate the reference number as per default settings.

Enter the company name of the client or company, e.g., walk-in customer (name). (If you don’t find your company name, then write your company name in the given space, and then you can see the add new option is provided. You can directly access and again create a new customer.

Click on “project” and select an existing project to link the quotation. (if you don’t find the project name, then go to How to add project detail section.)

Use Project Details—Check this box to auto-fill details from the selected project.

Enter the quotation date, the date the quotation is created. 10/26/2025

Enter the valid “Until” means the expiry date for the quotation’s validity. E.g., 11/10/2025

Enter the days‘ validity, meaning the number of days the quotation remains valid. E.g., 15 days

Enter and select the currency for the quotation (e.g., AED).

Enter the discount rate mentioned in the given quotations and apply a percentage discount to the entire quotation. E.g., the discount rate is 10%.

Enter the bank name and account name. Choose the bank and account details for payments. E.g., Mashreq Bank.

Click on “Add Products.”

Click and select the item name as a product or service from the dropdown list. E.g., iPhone 17, financial services. (If you don’t find the item name, then click on the given space and go to How to add an item in quotes/proforma).

Enter the account name and choose the related accounting category. (If you don’t find your account head in the drop-down options, then go to the below section; you can find the method about “how to add an account” in E.g., Sale revenue, Accounting & taxation revenue, or service.

Enter a description, like a brief detail of the product. E.g., the quotation for the financial service will be valid in the given time period. After time, the price would fluctuate as per the exchange rate.

Enter unit price, the price per unit of the product/service. E.g., AED4500.00

Enter Quantity, the quantity of items being quoted. (We enter quantity only for products, not for service).

Net price would be automatically calculated. E.g., if the unit price is AED 4500, then the cost for 1 piece, would be AED 4050.

Click and select applicable VAT rate. e.g. 5% standard

Automatically system would calculate the VAT amount, e.g., it would be AED 202.50.

“Enter gross amount” means the total amount including VAT; e.g., the gross amount would be AED4252.50.

included.inclusive checkbox, here it works opposite – in unit price VAT amount is already added. Here system only deduct and calculate the original price of product and calculated VAT amount from the unit price. when you click on, the inclusive button, it means Vat amount is deducted from total amount. And when you click Off, the butt means the VAT amount is Included.

and “-“Use “+” to add a new product row, – to remove one

a summary;Enter Summary, you can also add comments or special terms for the quotation in the text area provided.

On the other side, you can see there is a payment summary given below.

Select the authorized persons or department responsible for approving or signing the quotation. There are three options given for the signature for responsible persons.

After entering all information successfully, click on “saves the quotation” and add it to your records.

In this way, you can create walking customers by following these steps.