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Sales Quotation

In Sales quotation, you can add new, update, delete, and print Sales quotation. You can add new entries and delete the entries in Sales quotation.

Adding new Sales Quotation in Inventory.

To Add new “Sales Quotation in Inventory”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

 

Click the “Add new“ button on the top of sales quotation page.

Enter starting date in “Date” input box then enter last date in “Valid Up to” input box. Enter supplier code or click in “Salesman” input box then supplier list will be drop down. Select the desired salesman then selected salesman name will be appeared in “Salesman Name” input box. Enter warehouse code or click in “Warehouse” input box then warehouse list will be drop down. Select your desired warehouse then selected warehouse name will be appeared in “Warehouse” input box. Enter customer code or click in “Customer” input box then customer list will be drop down. Select your desired customer then selected customer name will be appeared in “Customer name” input box. Enter customer address in “Customer Address” input box. Enter reference number in “Reference number” input box. Enter attention in “Attention” input box.

 

Click on “Add new Item ” button then prompt box will be appeared.

Click in “Item Type” list box then item type list will be drop down. Select your desired item type. Enter item code or click in “Item code” input box then item code list will be drop down. Select your desired item then selected item name will be appeared in “Item name” input box. Enter quantity in “Quantity” input box. Click in “Price” list box then price type list will be drop down. Select your desired price type then enter price in “Price” input box. Enter currency code or click in “Currency Code” input box then currency list will be drop down. Select your desired currency code then selected currency rate will be appeared in “Currency Rate” input box.

Enter discount percentage in “Discount” input box then discount amount will be displayed. Total payable amount will be displayed in “Amount” input box. Click “OK”button to save the information then sales quotation details of selected item will be displayed in the grid on sales quotation page.

 

Click “Save” button to save the information.

 

Setting Salesman Code in Sales Quotation.

To set “Salesman Code in Sales Quotation”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Update” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

Enter warehouse code or click in “Salesman” input box then salesman list will be drop down. Select your desired salesman.

Click “Save” button to save the information.

Setting Customer Code in Sales Quotation.

To set “Customer Code in Sales Quotation”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Update” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

Enter warehouse code or click in “Customer” input box then customer list will be drop down. Select your desired customer.

Click “Save” button to save the information.

Setting Warehouse Type of Sales Quotation in Inventory.

To set “Warehouse Type of Sales Quotation in Inventory”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Update” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

Enter warehouse code or click in “Warehouse” input box then warehouse list will be drop down. Select your desired warehouse.

Click “Save” button to save the information.

Setting Entries in Sales Quotation.

To set “Entries of Sales Quotation in Inventory”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Update” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

In the grid, double click on the desired entry then “Edit” prompt box will be appeared. Edit your desired data and click “OK” button.

Click “Save” button to save the information.

Deleting Entries in Sales Quotation.

To delete “Entries of Sales Quotation in Inventory”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Update” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

In the grid, click on Delete icon against the desired entry. It will delete the entry in the grid.

Click “Save” button to save the information.

Deleting Sales Quotation in Inventory.

To delete “Sales Quotation in Inventory”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Delete” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

 

A prompt box will be appeared.

Click “Yes” button to delete the Sales Quotation.

Printing Sales Quotation in Inventory.

To print “Sales Quotation in Inventory”, click on the “Inventory”, then “Sales”, then click “Sales Quotation”. Sales Quotation page will be displayed.

Select sales quotation by navigation bar or click the “Delete” button on the top of sales quotation page. Enter quotation number in “Quotation Number” input box then click “Load” button.

A prompt box will be appeared.

Click “Yes” button to delete the Sales Quotation.


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