Make Quotation

Description of quotation screen:

• Quote Type - select service or product quotation

• A/C Ref: - customer code

• Select button - use to select a customer

• Quotation To - customer address

• Company name: customer company name

• Barcode field (product quote only): scan product barcode to add new quotation item automatically

• Add - add new quotation item (service)

• Add - add new quotation item (product)

• Edit (or double click) - edit quotation item

• Delete - delete quotation item

• Carriage - delivery price and VAT rate

• Quotation date - issue date

• Print - print quotation

• Save - save quotation

• Email - email quotation

• PDF - save quotation as PDF

• Close - close quotation

Select quotation type

Select Quote Type in the listbox from Service or Product quotation.

Service Quotation:

Product Quotation:

Selecting customer account

Select customer in the customer list and click "Select" button

Add new quotation item (service)

Select service from service list or enter service name and other details.

• Service name: service text

• Price: service price

• VAT % - service tax rate

• Discount - service discount rate

• VAT price - service VAT price

• OK - save quotation item

• Cancel - close without save

Add new quotation item (product)

• Scan product field: scan product barcode to select a product.

• Product name - product text

• QTY: number of items to put on quotation

• Price - item price

• Discount - product discount rate

• VAT rate - item VAT rate

• VAT - item VAT value

• OK - save item

• Cancel - close without save