Creating quotations

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To create a quotation:

1. Go to Sales.
2. Under Sales, click Quotations.
3. In the displayed window, click Create.
4. Specify general details:
   • Select Customer.
   • Fill in other fields as necessary.
5. On the Products tab, specify products to sell:
   • To import product list from a spreadsheet file, click and follow the data import wizard instructions.
   • To select products from the Products catalog, click Select. For details, see Product selection in business documents.
   • To add products manually, click Add and fill in product details.
   • To find products by barcode, click .
6. Optional: If you need to provide a customer with a single document containing different quotation variants, add variants to the quotation. To do this, on the Products tab, click Actions > Add. This adds a form for a new product list. Fill it in as described on step 5.
   You can add as many variants as you need, mark a certain variant as preferred, or delete a variant (if it is not marked as preferred). For details, see Using quotation variants.
7. Optional: On the Payment terms tab, specify payment terms.
8. Optional: If a company is registered for a sales tax permit, on the Sales tax tab, specify sales tax details.
9. Optional: On the Additional information tab, specify additional information.
10. Click Post and close.

Specifying sales tax

This section is applicable if a company's accounting policy states that the sales tax is applied to the company's sales transactions (the Registered for a sales tax permit checkbox is selected on the Finance tab of the accounting policy).

As you create a quotation, you can specify the sales tax applied to the products included in that quotation. You can do this automatically or manually.

To fill in the sales tax automatically:

1. In the quotation's Prices and currency settings, specify the sale tax rate and percentage.
2. On the Products tab, select the Taxable checkbox for the products the sales tax is applied to.

   1C:Drive calculates the amount (before discounts) to be paid for the products marked as taxable, applies the specified sales tax rate to this amount, and calculates the sales tax amount. The sales tax rate, percentage, and the calculated tax amount is automatically filled in on the Sales tax tab of the quotation. You can change them manually.

To specify the sales tax manually:

1. On the Products tab of a quotation, select the Taxable checkbox for the products the sales tax is applied to.
2. On the Sales tax tab, click Add and enter the sales tax details.

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