Bahaquote Help provides information related to registering new account, viewing menu options, maintaining product list, generating quotes, managing customers, tracking the status of purchase orders and payments, accessing sales order list and so on. Visit the support page for further assistance on the software package, its pricing and benefits.
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Create your customer base, edit and update them easily. You can also import the contacts from your device/phone to add the customer details. Use the GPS location feature to locate the customer’s address and add the customer to your list.
Create your product list, edit or modify the list, search for products and view the list. The product feature allows you to maintain your product database and manage the inventory as well. The inventory option allows you to keep a tab on the stock.
Create your estimate, view and edit the estimate. You can save the estimate and mail it to the customer. You can also attach pictures and documents in the estimate.
Search and filter invoices from the list view (on a given criteria) and edit it as many time as you want. You can create invoices directly using the New Invoice option. Expenses related to the invoice can be added using the Add Expense option. Use the online payment options to set the payment gateway while creating the invoice.
Add and modify expenses using the Expenses option. Use the Expense Category option to create your own category of expenses. Add multiple expenses and convert the expense into an Invoice.
Use the Task option to create tasks and set reminders to manage the task.
View graphical reports on customers, estimates, invoices created, income and expenses report, sales and profit numbers and so on. A wide range of reports in graphical and excel format lets you manage your business processes at your finger tips.
Create and send campaigns that can be used as a promotional activity for a product or service. Monitor the start and end date of the campaign, the trigger date for promotional events and other details from here.
Import customer data or product data into the app using this feature. Select the radio button to import the customer data or product data and simply choose the excel file. This will import the entire customer or product data into the app. Make sure your excel file is formatted as per instructions provided in the Import option.
Export the data to download it to your computer/device. Choose from a wide range of options to get the report with the exact fields that you need. Download the report in Excel or CSV format (for further processing).
View the graphical snapshot of payments received, overdue and paid invoices, new customer, new estimate and so on. This is a quick option to get a glimpse of your business.
View the payment request that can be sent by email. The payment link allows the customer to make payment. This is one of the best features to track your payment.
Manage any currency, sales tax information, appearance of the company, schedule, expense category and so on in the Settings option. Changes made in the settings option will appear when you create invoices, estimates, purchase orders and so on. The default currency option in the app is USD. Change your currency in the Settings option. BahaQuote supports all International currency standards.
Visit Billing Status to see the list of invoices in different stages such as processing, pending and completed. This is a quick and useful feature to track your billing.
Now it is easy to manage and use any vendor according to your business needs. Create the vendor list or modify the existing vendor using this option. Visit settings to make global changes to the vendor master and make the changes visible in all new invoices/estimates.
Visit Receivables option to see the payment list and overdue invoices. This option shows a tabbed view of invoices that are unpaid, overdue, paid and partially paid. A quick and a useful feature to see all receivables at one go.
Visit Purchase Order option to create a new purchase order or modify the existing one. This option lets you view purchase orders in different stages such as processing, completed and cancelled.