Step 1: Log in to Werkrb Books

Visit  https://books.werkrb.com and sign in with your credentials. From the dashboard, navigate to the Sales module and select Quotations.

Step 2: Open the “New Quotation” Form

  • Click on Quotations in the sidebar.

  • Select + New Quotation to open the quotation creation form.

Step 3: Select the Customer

Choose the customer you’re preparing the quotation for. If the customer is not yet in your records, you can add them directly from this screen.

Step 4: Fill in Quotation Details

Provide the basic information for the quotation:

  • Quotation Number – Auto-generated or custom numbering.

  • Quotation Date – The date the quotation is issued.

  • Expiry Date – The validity period for the quotation.

  • Reference – Internal notes or customer reference (optional).

Step 5: Add Items and Pricing

Now, add the products or services being offered:

  • Select Items – Choose from your items list or create a new one on the spot.

  • Quantity – Specify how many units/hours.

  • Rate – The price per unit.

  • Discounts (if any) – Apply customer-specific discounts.

  • Taxes – Automatically applied based on item tax preferences.

The system will calculate totals, including taxes and discounts, instantly.

Step 6: Add Terms, Notes, and Attachments

  • Terms & Conditions – Define payment terms, delivery details, or special instructions.

  • Customer Notes – Add personalized messages for the client.

  • Attachments – Upload supporting documents like product specifications or brochures.

Step 7: Save or Send the Quotation

Once everything is reviewed, you can:

  • Save as Draft – Keep it for later review.

  • Send via Email – Share directly with your customer from Werkrb Books.

  • Download as PDF – Get a professional copy for offline sharing.

Step 8: Convert Quotation to Invoice (When Accepted)

When your customer approves the quotation, you don’t need to re-enter details. With a single click, you can convert the quotation into an invoice, saving time and reducing errors.