Quotation - create a default list of items pre-filled

ERPNext Selling/CRM
1

Hi

We have a stock set of items that we offer quotations on. Is there a way that we can input all these items (about 9 in total) and reuse this as a template for future quotations just changing customer/lead, quantities and prices?

Many thanks

Brent

2

Hi,
In ERPNext,there is functionality of “Data Import tool” (Setup->Data->Import/Export data) using that you can download "Quotation"template. (Select Type of Document to Download =Quotation)
Download that template → Insert multiple item name and customer or lead name in that .csv
-After you uploading that template ,you can change customer or lead name.

Shraddha Ranjane
New Indictrans Technologies Pvt. Ltd

3

Wouldn’t it be easy to setup a sample quotation with all these 9 items and save it and use it as a template. Next time when you need to create a new quotation, go to this saved version and click on copy to create a new quotation based on the selected quotation (template).

1 Like
4

Simple way is, create quotation with 9 item, bookmark it.
When you want to give quotation to another customer, just Duplicate it and change the customer.
You can find Duplicate option in Menu

Thanks,
Sambhaji

5

Thanks for that - seems to work - still slightly convoluted though.

I assume you mean bookmark it into browser.

Still needed to create dummy customer name - would have preferred an empty quotation just the products infilled.

Many thanks though and the others for their input too.

Brent

6

You can bookmark in browser or Add Star in ERPNext
Yes, its good if you create dummy customer name.

7

I remember using the star to setup favourites before - I must be having a blind moment though. I thought there was an extra option on the main menu to access them - I have starred the quotation where can i find my starred/favourited things?

Thanks again

Brent

8

you can add filter Starred By your name to find your favorite records

9

Sorry, Any improvement for this request , I have same need as above .

10

This is already resolved.
Create one quotation >> bookmark it >> Duplicate for the next one.

@kolate_sambhaji @Brent_Glover, could you please mark this as resolved and close.