Export Quotation in PDF

Export Quotation in PDF

How to Export Quotation in PDF Format in SwilERP

A Quotation is basically a type of document that the suppliers or vendors provide to their customers in which the price of goods and services are specified. In SwilERP software, there is an option available to export the quotation bill or transaction in PDF format. After creating the quotation if users want to export the order (quotation) to export in PDF format, user will need'[ to follow the below steps.

Read more article: How to Create Quotation in the SwilERP (RetailGraph) Software

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to Sales menu > Quotation.

Reference Image:
SwilERP Dashboard Window

How to create a Quotation:

  1. Now, Sales Order window will appear.
  2. Select the Customer Name, whose quotation needs to be created. (or you can create a customer here by selecting a new option).
  3. Select the Refer By, if required.
  4. If you want to give a Reference number for this invoice, then enter it.
  5. Go to Product, the user will select the Items as per the requirement.
  6. Enter the MRP, Rate, and Quantity of the selected products.
  7. Save the page from the given option on the left side or press "Alt+S".

Reference Image:
Sales Order Window
  1. After saving the bill go to the View tab.
  2. Now click on the Previous tab to select the bill which you want to export.
Reference Image:
Previous Tab Window
  1. Now click on the Preview tab.
  2. And the soft copy of the selected bill will appear.
Reference Window:
Preview Tab Window
  1. Now, click on the Save File option.
Reference Image:
Save File Window
  1. After that, a new window will open to save the file.
  2. In Save As Type option select the "Adobe PDF" option to export in PDF format.
  3. Given the File Name as per your convenience.
  4. Now, click on Save and a pdf file of the quotation will be saved in your system.
Reference Image:
Saving Bill in PDF Window
After following the above steps, the user can export the Quotation in PDF format.

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