Quotation Management

User guide

Prepare quotations with validity, party, GST nature, item lines, additional charges and document sharing before a final sale.

What this guide covers

Create a quotation

Set validity

GST nature

Additional charges

Quick facts

ProductVauPrime Lite

GuideUser focused

Primary useDaily accounting

PurposeLearn & use VauPrime Lite

User-focused documentation: this guide explains VauPrime Lite from the perspective of the person managing daily accounting and business records.

01

Create a quotation

Select the party and add quotation items with quantity, unit, price and calculated amount.

02

Use the validity date when the offer should only remain valid until a specific date.

03

Select the tax nature required for the quotation. The current quotation flow provides common GST rate choices alongside Exempt.

04

Add applicable additional rows such as percentage-based or amount-based charges when required.

05

Use the quotation sharing option to send the prepared document to the customer.

Open related VauPrime Lite guides that naturally follow this topic.

Sales Management

Create, review, edit, search and share sales entries with party, item, quantity, price, GST nature and additional charge information.

Share Sales, Purchases & Quotations

Use the built-in document sharing workflow to send prepared business documents from Lite transaction screens.

Create & Manage Parties

Create customer, supplier or other party accounts so transactions and ledgers are associated with the correct business relationship.