Basic: Add Quotation
Detail Tab
Debtors Module> Activity> Quotation
The quotes screen will open
To search for existing quotations, select your search criteria and click search
Search criteria can be quote description, order number, customer name, etc
Select a date range
To create a new quotation, Click the Add Button as shown below
This will display the New Quote screen
Add information below so that the greyed-out buttons can be activated:
- Select the customer/ debtor you are creating a quotation for, from the drop-down menu.
- Select the sales rep on the drop-down selection, if applicable
- Update dates if necessary
- Add description and reference
- Add order number, if applicable
Then, once you are done adding all relevant information click Save and all the greyed-out buttons will be active as shown below:
Address Tab
Click the Address Tab to check if address details are correct
You can edit the address if necessary
Note: if details are edited on the quote, this will only apply to the specific quote and not update the debtor setup unless the debtor setup is access and updated as well.
On the address tab you can also select the respective contact person and check if their details, such as contact number and email address are correct
Once all the necessary quote header details have been loaded click the Save button.
This will activate the Add button in the centre of the page
Line Items
You can only add a line item after adding all the necessary information needed on the quote detail tab and all greyed buttons have been greyed out
Then the screen below will appear
Select the item you want to quote on the drop-down selection by typing part of the item code or description.
Once the options appear, click on the relevant item option
Enter the quantity you are quoting the customer/ debtor on
Make sure pricing is correct
Select a relevant warehouse if you have multiple warehouses
Select the correct VAT Type
Click Save & New if capturing numerous line items
Click Save & Close if capturing a single line item
Once done
All line items will appear on the grid below:
| Paging | If you have more than the default 100 lines on the quote, paging removes multiple pages and displays all items in a single page on the grid. |
| Add | Enables user to add another item line to the quote |
| Note | Allows the user to add a note as an item line on the quote. this will, be printed on the quote. |
| Edit | Enables the user to edit an item |
| Delete | Deletes and removes a selected item line from the quote |
| Quick | Enables the user to select items to be added to the quote quickly without entering item code or descriptions, but by using the Brand make model search options |
Note Button
Type a note that you wish to display on the quote
Once all items have been captured, you can then click Save
Close
Send the quote for Internal approval if necessary. Alternatively, click print
The quote will print to screen. check all r=details and if satisfied, you can then email the client or print a hard copy of the quote
Attachments
Should you wish to attach any additional information such as drawings, specifications, workings, you can attach the document to the quote
Click the Attachment Button
Either drag and drop from a folder on your computer
or search the file and upload
