Numiron support

The quotation is an important step in communicating with the customer before the order is placed. 
V Numiron you can create it quickly, clearly and exactly according to your needs. 

1. Where to find quotes 

In the main menu, click on Invoicing and select the section Price offers.  

2. Creating a new quotation 

At the top right of the screen, click on New price offer. 

3. Basic data 

Numerical series: Choose from the default rows via the arrow or click on the pen icon and enter the number manually by clicking on the Pen. 

Subscriber: Enter company ID, company name or select the customer from the list. Click on the arrow below the name to verify their details and add an email. 

We are sending you a quotation... - fill in the text that appears in the PDF header. 

4. Validity of the offer enter as follows:

• date of issue, 
• valid until - is calculated by default, but you can adjust it. 

5. Multiple options (optional) 

Click on More options and fill in: 

• method of delivery, 
• the language of the document, 
• Comment, 
• menu (currency), 
• adding the address. 

6. Items quotations 

For each item, click on Add row and fill in: 

• Description, 
• Price, 
• VAT rate, 
• quantity and unit, 
• discount (%), 
• optionally you can add: centre, activity, contract, delivery type.
   

7. Completion and dispatch 

When you have everything filled in, click on: 

Create - save the quotation in the system. 

Create and send - saves the quotation and sends it by e-mail at the same time.