Difference between revisions of "Quotation"

From eStream Software
Jump to: navigation, search
(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....")
 
(No difference)

Latest revision as of 05:12, 18 June 2022

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.


Sales Quotation- Entry

1. Click on New button.
2. Select Customer Name.
3. Select the items that you want to purchase
4. Write a description to explain your purchase


5. Click the Save button once you are done. Below is the example of the entry created:

Sales Quotation - More : Project

  • There are 2 types of project you need to be take note.
  1. Document Project
  2. Detail Project
  • For document project, you need to point to MORE section (on the left side bar).
  • For detail project, you have to insert the project column out from Field Chooser.


Sales Quotation - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

1. Go to the left of the screen and click "Attachment"
2. Click the small black arrow at the red plus icon
3. select File , and choose the file form your computer that you want to attach

Sales Quotation - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.


Sales Quotation- Report

  • After saving your quotation, you can preview your report. Press the preview icon to preview your report
  • You can print, export your report, or send it to your customer via whatsapp.

How to send report via WhatsApp

A QR code will appear on the screen. Scan the QR code with your WhatsApp

[top]

See also