https://wiki.sql.com.my/w/index.php?title=Quotation&feed=atom&action=historyQuotation - Revision history2024-03-28T14:57:10ZRevision history for this page on the wikiMediaWiki 1.39.3https://wiki.sql.com.my/index.php?title=Quotation&diff=12021&oldid=prevTwfaung: Created page with "''Menu: Sales | Quotation...'' ==Introduction== * Quotations are used to let a potential buyer know how much goods or services will cost before they commit to the purchase...."2022-06-18T05:12:15Z<p>Created page with "''Menu: Sales | Quotation...'' ==Introduction== * Quotations are used to let a potential buyer know how much goods or services will cost before they commit to the purchase...."</p>
<p><b>New page</b></p><div>''Menu: Sales | Quotation...''<br />
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==Introduction==<br />
* Quotations are used to let a potential buyer know how much goods or services will cost before they commit to the purchase.<br />
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[[File:sales-qt-browse.png|center|640px]]<br />
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[[File:sales-qt-new.png|center|640px]]<br />
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==Sales Quotation- Entry==<br />
:1. Click on '''New''' button. <br />
:2. Select Customer Name.<br />
:3. Select the items that you want to purchase<br />
:4. Write a description to explain your purchase<br />
[[File:sales-qt-sample-example.png|center|640px]]<br />
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:5. Click the Save button once you are done. Below is the example of the entry created:<br />
[[File:sales-qt-sample.png|center|640px]]<br />
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==Sales Quotation - More : Project==<br />
* There are 2 types of project you need to be take note.<br />
# Document Project<br />
# Detail Project<br />
* For '''document project''', you need to point to '''MORE''' section '''(on the left side bar)'''.<br />
* For '''detail project''', you have to insert the '''project''' column out from Field Chooser.<br />
[[File:sales-qt-project.png|640px|center]]<br />
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==Sales Quotation - Attachment==<br />
You can use this feature to attach external PDF, excel, word documents and image files.<br />
[[File:sales-qt-atatchment.png|center|640px]]<br />
:1. Go to the left of the screen and click "Attachment"<br />
:2. Click the small black arrow at the red plus icon<br />
:3. select File , and choose the file form your computer that you want to attach <br />
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==Sales Quotation - Note==<br />
:1. Click on the Note section '''(on the LEFT side bar)'''.<br />
:2. '''RIGHT''' click it, you will see the '''Rich Text Editor''' pop-up.<br />
:3. You can start key-in the note. See the example screenshot below.<br />
:4. Click on '''X''' button to save and exit the '''Rich Text Editor'''.<br />
:5. You will get prompted the '''Save changes?''' message. Click '''YES''' to save it.<br />
[[File:sales-qt-note.png|640px|center]]<br />
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==Sales Quotation- Report==<br />
*After saving your quotation, you can preview your report. Press the preview icon to preview your report<br />
* You can print, export your report, or send it to your customer via whatsapp. <br />
[[File:sales-qt-preview.png|center|640px]]<br />
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[[File:sales-qt-preview-report.png|center|640px]]<br />
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== How to send report via WhatsApp==<br />
[[File:sales-qt-whatsapp.png|center|640px]]<br />
A QR code will appear on the screen. Scan the QR code with your WhatsApp<br />
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<div style="float: right;"> [[#top|[top]]]</div><br />
==See also==<br />
* [https://wiki.sql.com.my/wiki/account4:Contents SQL Accounting]</div>Twfaung