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Customers

In Customers you can search, create, edit and delete customers with the same data as on the web: type (individual, legal entity or final consumer), document (DUI, NIT, passport, resident card or other), NRC, economic activity, address (country, department and municipality), email, company size, VAT-exempt (VAT (IVA)), public institution and 1% withholding. The customer profile shows:

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Products

In Products you can browse and manage the catalog:
  • Search by name or code, with category and price range filters.
  • Create or edit a product: name, SKU, barcode (you can scan it), category, unit of measure, price, type (physical, service or both) and VAT treatment (taxable, exempt or non-subject).
  • Delete products.
More → Search product quickly checks a product’s stock by name or barcode.

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Quotations

1

Go to More → Quotations → New quotation

2

Select the customer and add the products

3

Set the date, validity days, terms and notes

4

Save as a draft or send it to the customer now

From the quotation detail you can change its status or convert it into an invoice when the customer accepts it. See also Quotations on the web.