QUOTES

QUOTES

           “Quotes” are the quotations which are issued by seller to the buyer on buyer demand. It is like an offer which seller gives to the  buyer. It consists of details of  per unit price , description of the good and the quantity of the good..

Now here is the procedure that how user can create or issued “Sales quotes”.

Step No 1: 

Go to the task menu and click on “Quotes/ Sales order” sub menu will appear select the “Quotes”.

As you select the quotes the following screen will appear.

Step no 2:

 The first thing which user have to do in order to creation of quotation is to enter the “Customer ID” of that customer for whom this quotation he is creating.

In case there is no customer user can create it while cursor is blinking in customer ID field user have to simply press the “+” key or “Double Click “or click on magnifier glass and click on “New” button Maintaining customer screen will appear be in which user can create a new customer.

Step no 3:

 When user create and select the customer “Ship to” field will be filled with the addresses of customers where the shipment will be send.

Step no 4:

 Enter the date on which the quotation is issued in “Date” field.

Step no 5:

 Enter the date on which this quotation will expire in “Good thru “field.

Step no 6:

 Enter the reference number in “Quote no” field. This field is used to give a unique or different code to each quotation for identification and avoid repetition in issuance to the customers.

Step no 7:

 Customer purchase order number can also be entered in “Customer PO” field.

Step no 8:

 Select the method of delivery that how the goods will be delivered in “Ship via” field.

Step no 9: The “Term” field will filled automatically when you select customer. These terms are payment terms and created when customer account are created in maintain menu.

Step no 10: The sales representative ID can also be entered in “Sales Rep”field.

Step no 11:

 Enter the quantity of items for quotation in “Quantity” field.

Step no 12:

 Now select the item ID in the “Item ID” field. Items can be created in the maintain inventory item.

Step no 13:

 Description of item will  automatically fill as default in “Description” field.

Step no 14:

 Enter the per unit price of  item in “Unit price” field.

Step no 15:

 User can also enter the freight amount in “Freight” field.

Step no 16:

 Click on the “Save” button to save the quotes.