How to Add New Quotation?
1. Go to Sales > Quotation
2. Click > Add button
3. [Header]: Fill the associated data for debtor details, use dropdown button to find related data. Then, click > Body button to proceed
4. [Body]: Fill the associated data for product details, use dropdown button to find related data. Then, click > Save Product button
5. After the product record available in table below. Click > Save button to save
6. The new quotation record successfully created. Finish
How to Edit Quotation?
1. Go to Sales > Quotation
2. Click a record that want to edit. Then, click > Edit button
3. [Header]: Edit/ change the data that you want to edit. Then, click > Save button
4. [Body]: Click a record that want to edit from table below. Then, click > Edit Product button
5. [Body]: Edit/ change the data that want to edit. Then, click > Save Product
6. After the edited record available in table below, click > Save button to save it. Finish
How to Delete Quotation?
1. Go to Sales > Quotation
2. Click a record that want to delete. Then, click > Delete button
3. Click > Yes button
4. Click > OK button. Finish
How to Trace Quotation?
1. Go to Sales > Quotation
2. Click a record that want to trace. Then, click > Trace button
3. You can view the trace record. Finish
How to Print Quotation?
1. Go to Sales > Quotation
2. Click a record that want to print. Then, click > Print button
3. Click > Print button to proceed
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. Click > Print button to proceed (adjust printer on your own setting). Finish
How to Preview Quotation?
1. Go to Sales > Quotation
2. Click a record that want to preview. Then, click > Print button
3. Click > Preview button to proceed
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. The quotation successfully preview. Finish
How to Export Quotation to Excel?
1. Go to Sales > Quotation
2. Click a record that want to export. Then, click > Print button
3. Click > Excel button to proceed
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. Tick and set the checkbox requirement base on your own setting. Then, click > OK button. Finish
How to Export Quotation to Pdf?
1. Go to Sales > Quotation
2. Click a record that want to export. Then, click > Print button
3. Click > PDF button to proceed
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. Click > search logo to choose folder as place to export. Then, click > PDF button to direct generate.
Click > Email to send direct to other organization (option)
Click > Setting for Advanced features (option)
5. Your PDF successfully generated. Click > Yes/ No button to continue (option). Finish
How to Customize Quotation?
1. Go to Sales > Quotation
2. Click a record that want to custom. Then, click > Print button
3. Click > Customize button to proceed
Click > Manage to Edit/ Add/ Delete and Set Default for receipt format (option)
4. You can custom the design you want based on the available tools. The default the element can be drag by click it
5. After completely custom, click > X (close window)
6. Click > Yes to save customized design report. Finish
How to Filter Quotation?
1. Go to Sales > Quotation
2. Click > Filter button
3. Fill the data associated, use dropdown button to find related data. Click > OK button to filter
4. The filtered records will display here. Finish
