The Modules section in DVyapar Retail Business Settings allows business owners to customize the application's functionality according to their operational requirements. It provides control over specific features related to quotations, sales, invoice printing, goods transportation documentation, purchases, purchase returns, and expense management.

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By enabling or disabling available modules, retailers can configure the application to suit their business processes and avoid unnecessary features in their daily workflow.

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1. Quotation Module

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Purpose: To allow retailers to prepare quotations for customers before confirming a sale.

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Description: This module provides functionality for preparing estimated prices and quantities for customers before a sale is finalized.

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Functionality / How It Works:

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When Enabled, the quotation feature is available according to the supported workflow.

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When Disabled, the quotation feature may no longer be accessible to users.

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Business Benefits:

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Helps customers review prices before purchasing.

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Improves pricing transparency.

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Supports order discussions and customer approvals

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Create and Share Quotation in DVyapar

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Navigate to Settings

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Open the Modules section

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Locate Quotation

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Turn/Enable the Quotation toggle ON

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Click Save Settings

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Indicating that the updated settings have been saved successfully

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After the settings are saved, Quotations appears in the left navigation panel under Transactions

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The Quotation Module in DVyapar provides a centralized workspace for creating and tracking customer quotations. It helps retailers monitor active and expired quotations, review approval statuses, and understand the value of potential sales opportunities

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Click on New Quotation

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Customer: Choose a exist customer from the dropdown or Walk-in for a customer

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Quote Date and Expiry Date: Select the date on which the quotation is created and date until which the quotation remains validCustomer Phone and Email: Enter the customer's phone number and Email. This field is optionalStatus: Select the appropriate quotation as status/draft

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Discount: Enter the discount if applicableQuotation Note and Terms & Conditions: Enter if required (Optional)

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Product and Quantity: Select the Product and Enter the required quantityPrice(With GST),Tax %, and HSN: Automatically Populates with selected product

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Product is selected and added the details

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Click to add another product row to the quotation. This allows you to include multiple products, each with its own quantity, price, GST rate, and HSN code

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Click to save the quotation to save the details

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After clicking Save Quotation, DVyapar displays the saved quotation details page includes

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Quotation Number, Customer Name and Contact, Back, Print A4, Edit, Cancel, Approve Quotation

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Quotation Summary: Quote Date, Expiry, Status, Total

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Quotation Items: This section lists the products included in the quotation, along with their quantities, unit prices, tax amounts, and line totals

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Negotiation History: Displays a chronological record of activities and changes associated with a quotation

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Customer & Company: Displays the customer's billing information and the key details of the quotation

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Share Quotation: Allows the retailer to share the prepared quotation with the customer through email, WhatsApp, or both channels

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If Click on Send Email The quotation is delivered through email so the customer can review the quoted products, prices, and other details

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This is an example for the created Quotation

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Add Follow-up: Allows the retailer to record follow-up activities or notes related to a quotation and schedule a follow-up date

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When the customer confirms that they accept the quotation, click Approve Quotation to approve it in DVyapar. This updates the quotation's approval status

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After clicking Approve Quotation, the system displays the message: “Quotation approved. Record payment to finalize it

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Displays the quotations created in DVyapar, including both Sent and Approved quotations. Retailers can review each quotation's customer details, quotation date, expiry date, current status, and total value to track progress and identify quotations awaiting payment or further action