With the Megaventory mobile app, you can now create and manage Sales Quotes directly from your device.
This guide walks you through the process, from creating a new quote to closing it when a client accepts or declines.
📲 Step 1: Start a New Sales Quote
From the Dashboard, tap on Sales.
Select New Sales Quote.
📲 Step 2: Fill in Document Details
Set the Status (e.g., Pending/Draft or Approved).
Select Template → Sales Quote.
Choose the Client who will receive the quote.
📲 Step 3: Add Products
Tap Add Product.
Search for or scan the barcode of the product.
Enter the Quantity and verify the Price populated from a pricing rule.
The system will automatically calculate the Total Quantity and Total Value.
📲 Step 4: Approve the Sales Quote
Once all details are correct, tap Approve.
Confirm your action in the pop-up message.
📲 Step 5: Close a Sales Quote
When the client makes an affirmative decision, you can close the Sales Quote:
✅ If the client accepts → Closing the quote automatically creates a Sales Order with the same client and product details.
Select the Sales Quote → Close
Choose the Inventory Location → Confirm
The Quote closes successfully, and a Sales Order is automatically created
If the client wishes to not proceed further:
❌ If the client does not accept → The quote is cancelled and stored in the system for future reference.
👉 This feature allows you to handle pre-sales processes anytime, anywhere — making your sales cycle faster and more efficient.