The Offer section is where you can prepare price quotes to send to your customers. You can create quotes for treatments, hotels, transfers, and additional products, and export these quotes as PDFs or send them directly from the system.
Choose a Patient: This is the field where you select the customer for whom you will prepare the quote. You can search for your customer by entering the first three letters of their name.
Exchange Rate: This is the field where you select the exchange rate for the quote you will prepare. You can prepare quotes for any exchange rate defined in the system for each of your patients.
Invoice Date: This is the field where you select the date you want your quote to be processed as an invoice. Some reports are generated based on the invoice date.
- You can add your products in sequence by first adding the main category and then the sub-category. You can add all the products you sell, such as treatments, transfers, hotels, and additional products, to a quote.
- The date fields are not mandatory, but products without a date will not appear in the lists.
- You must define the product specifications in advance in order to create an offer.