1. “Quotations”is a document which you send to potential customer to quote the price of your product. It is also known as quotations.


2. Click on “Invoicing”, choose “Quotations”and click “Add New”.



3. Fill in all other fields as required. You can add the details of the quotation items and click "Save" after completing the required space. Example :


Description:


A

Click on “ADD NEW” button to add quotation information.

B

Please select “ACCOUNT”. Please be reminded that only saved “ACCOUNT” will be displayed. If you have a new “ACCOUNT”, you need to add it in “CONTACT BOOK” and choose “ACCOUNT”.

C

This is the reference number for quotation. System will issue a reference number according to sequence. You can also change the reference number.

D

Please select the date quotation is issued.

E

Please select expiry date of the quotation.

F

To add list of salesperson, please go to HRMS module, select “ADD STAFF”.

G

State the location of your company.

H

State project name if “QUOTATION” it is related to your company’s project.

I

Select the currency used.

J

Please state subject of the quotation.

K

Please fill in all space provided for quotation item.

L

Please state note of any information you would like to convey to customer in the quotation receipt.


4.  If the quotation has been created, you will be able to view details of the quotation by selecting "Details" in Quotation as shown below.



5. When you click on the “VIEW LIST” button, you will see the following display.



Details                                        :To view quotation details


Edit                                              :To amend quotation and products.


Delete                                          :To erase quotation.


Finalize                                        :To finalize quotations, which means this quotation can no longer be amended.


Generate Order Acceptance     :To automatically generate Order Acceptance based on quotation details.


6. When quotation has been created, you can view details of the quotation by clicking on “DETAILS” in “QUOTATION”as per the picture below. You can click on “EDIT” to amend “QUOTATION”. You can print the quotation by clicking on "A".