How to create budgets with Jasmin?

Computing
2023-10-28T15:16:28+00:00

How to Create Budgets with Jasmin

How to create budgets with Jasmin?

How to create budgets with Jasmin? If you're looking for a simple and efficient way to manage your budgets, look no further. Jasmin is the perfect solution for you. With this tool, you will be able to create, modify and control your budgets in an easy and fast way.

  • How to create budgets with Jasmin?
  • Access your Jasmin account.
  • On the main page, click on the left side menu and select “Sales”.
  • From the drop-down menu, choose “Budgets.”
  • Click the “Create new quote” button.
  • Fill in the customer information:
    – In the “Customer” field, enter the customer's name or code.
    – Fill in the customer details, such as address and contact.
  • Add the products or services to the quote:
    – Click “Add line” to enter a new item.
    – On each line, enter the name, description, quantity and unit price of the product or service.
  • Automatically calculate subtotal and taxes:
    – Select the applicable VAT type.
    – Jasmin will automatically calculate the total and the corresponding taxes.
  • Add additional observations or notes in the appropriate field if necessary.
  • Review all information entered to ensure it is correct.
  • Click “Save” to save the quote.
  • Ready! Now you have created a budget with Jasmin easily and quickly.

    • FAQ

    How to create budgets with Jasmin?

    1. What is Jasmin?

    1. Jasmine is business management software designed to help businesses manage their operations efficiently.

    2. How to access Jasmin?

    1. Go to Jasmin's website.
    2. Click the "Login" button.
    3. Login with your user account.

    3. How to create a new budget in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Click the “New quote” button.
    4. Fill in the quote details such as date, customer, and items.
    5. Save the budget.

    4. How to edit an existing quote in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Find the quote you want to edit and click on it to open it.
    4. Make any necessary changes to the budget details.
    5. Save the changes made.

    5. How to send a quote to a client in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Find the quote you want to send and click on it to open it.
    4. Click the “Send quote” button.
    5. Enter the customer's email address and click "Send."

    6. How to convert a quote to an invoice in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Find the quote you want to convert to an invoice and click on it to open it.
    4. Click the “Convert to Invoice” button.
    5. Review the invoice details and save your changes.

    7. How to print a quote in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Find the quote you want to print and click on it to open it.
    4. Click the "Print quote" button.
    5. Select the appropriate printing option and click "Print."

    8. How to delete a budget in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Find the quote you want to delete and click on it to open it.
    4. Click the “Delete quote” button.
    5. Confirm the deletion of the budget.

    9. How to track budgets in Jasmin?

    1. In the dashboard, click “Sales.”
    2. Select "Budgets."
    3. Find the budget you want to track and click on it to open it.
    4. Check the status of the budget and any communication related to it.

    10. How to generate budget reports in Jasmin?

    1. In the dashboard, click “Reports.”
    2. Select the “Sales” category.
    3. Choose the budget-related report you want to generate.
    4. Select filter and report format options.
    5. Generate the report and review the results.

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