Quotation Management |
  
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Quotation Management |
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A Sales Quotation allows a prospective buyer to see what costs would be involved for the product or services they would like to purchase. Also referred to as a price quote, it is a document prepared by a potential seller in response to a request for quotation (RFQ) from a prospective buyer.
The primary purpose of a sales quotation is to sell the products or services at the price quoted. This aim is to get a documented confirmation of what has been decided between you and your prospective buyer. Often the quotation has to be sent to the purchasing department for processing the order. A sales quote acts as a confirmation tool for placing the order. It is often used for administrative purpose to keep a track of items that have been purchased by a specific customer. Sometimes quotes are needed for your customer’s ISO process.
1.Exit or Cancel the current process.
2.Create a new Quotation.
3.Edit the selected Quotation.
4.Data grid navigation buttons.
5.Filter Leads by Quotation Status.
6.Report selector.
7.Quotation Data grid, double click to edit the highlighted lead or right click to display the pop-up menu. Approved quotations can be converted into a Invoice from the pop-up menu.
8.Information about the Quotation.
9.Quotation Items or services that make up the Quote.
10.Export Grid allows you to export your Quotations into Microsoft Excel.
1.Add a new item to the quotation.
2.Edit highlighted quote item.
1.Cancel or Exit the data entry process.
2.Save Quotation item.
