Preparing Quotations:

Overview:

We can say that quotations are expected sales which are presented to our valued current or prospective customer. You can also mentioned expire date of all quotations. In simple quotation means presentation of company valued assembly items or stock items for the purpose of future sale.

Here we can do this step wise

Step 1:

First you will click on tasks menu, a menu will open, select quotation/ sale orders and select quotation from subordinate menu.

Step 2:

A window will open which contain information box explain below.

Customer ID:

Here you will select customer of which you want to enter the quotation. If customer is not exist already then you will add customer in customer window which can be open with the help of different methods

1)      First you will press (+) plus sign button.

2)      Secondly you may be two times left click on Customer ID box to open maintain customer window

3)      Thirdly you may press (Shift +?) buttons to open the maintain customer window.

Note: if you want to prepare quotation of current customer then press  (look up ) button.

Address:

You can write in this box address and further information of customer whom which quotation will send.

Date:

Date of sending and maturity of quotation will be entered in date box mentioned here. Good Thru means last date of maturity of quotation or offer mentioned in quotation after this date offer and discount or mentioned price will not apply.

Customer Purchase order and ship via:

In this box you will enter purchase order number of customer and select shipping company.

Terms:

Its means offer which are given to the customer in the shape of discounts so that they pay their dues as early as possible. For example 2% 10, Net 30 Days means if payment received from customer in 10 days 2% discount will be offer if payment received after 30 days then no discount will be offer.

Sale Representative:

Sale representative means a employee of company which involve in transaction and present company.

Quantity:

Here you will enter the desire quantity of assembly items.

Items:

Here you will enter the item which you want to sale to current or prospect customer. For example assemble item such as computer etc.

Description:

Some extra information related to item which is selected is written in this box.

Step 3:

For save quotation simply you can click on save button or press (Alt + S).