Difference between revisions of "Quotation"
From eStream Software
(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....")
Latest revision as of 05:12, 18 June 2022
Menu: Sales | Quotation...
- 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.
- Document Project
- 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