Difference between revisions of "Quotations"
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| − | <span style="font-size:xx-large;">QUOTATIONS</span> | + | |
| + | <u>'''''<span style="font-size:xx-large;">QUOTATIONS</span>'''''</u> | ||
| + | |||
| + | The '''Quotations''' menu is a central feature in the top navigation bar of the application, allowing users to manage all tasks related to customer quotations. This includes viewing existing quotations, creating new ones, and searching through past records. Quotations play a crucial role in business operations by serving as formal offers provided to potential clients for goods or services. Effective management of quotations ensures transparency, organization, and a clear trail of communication with customers: | ||
| + | |||
| + | ===== <u>''<span style="font-size:large;">'''List Quotations:'''</span>''</u> ===== | ||
| + | |||
| + | '''Description''': | ||
| + | |||
| + | - Redirects the user to a full list of all existing quotations within the system. | ||
| + | |||
| + | '''Details''': | ||
| + | |||
| + | - Each entry typically shows information such as quotation number, client name, date, status (e.g., pending, approved, expired), and total value. | ||
| + | |||
| + | - The interface may include options to <u>'''''view'''''</u>, <u>'''''edit'''''</u>, ''<u>'''delete'''</u>'', or ''<u>'''convert'''</u>''the quotation into an invoice or order, depending on permissions. | ||
| + | |||
| + | '''Use Case''': | ||
| + | |||
| + | - Useful for administrators and sales teams to track open quotations, follow up on pending offers, or review previously sent quotes. | ||
| + | |||
| + | - Helps ensure that no opportunity is missed and that customer communications are well-documented. | ||
| + | |||
| + | [[File:Listquo.png|RTENOTITLE]] | ||
| + | |||
| + | | ||
| + | |||
| + | | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== ''<u><span style="font-size:large;">'''Add Quotation:'''</span></u>'' ===== | ||
| + | |||
| + | '''Description''': | ||
| + | |||
| + | - Opens a form interface to create a new quotation to be sent to a client or prospect. | ||
| + | |||
| + | '''Details''': | ||
| + | |||
| + | - Common fields include: customer information, product or service line items, pricing, discounts, terms and conditions, and validity period. | ||
| + | |||
| + | - May include tools for auto-calculation of totals, tax application, and predefined templates. | ||
| + | |||
| + | '''Use Case''': | ||
| + | |||
| + | - Sales personnel use this feature to generate professional offers for customers quickly. | ||
| + | |||
| + | - Ensures consistency in pricing and branding when quoting across the organization. | ||
| + | |||
| + | [[File:Newquo.png|RTENOTITLE]] | ||
| + | |||
| + | | ||
| + | |||
| + | ---- | ||
| + | |||
| + | ===== <u>''<span style="font-size:large;">'''Search Quotations:'''</span>''</u> ===== | ||
| + | |||
| + | '''Description''': | ||
| + | |||
| + | - Provides a search tool for finding specific quotations based on filters such as customer name, quotation ID, date range, status, or product type. | ||
| + | |||
| + | '''Details''': | ||
| + | |||
| + | - Helps locate a quotation without navigating through the entire list. | ||
| + | |||
| + | - Filters may include advanced options like sorting by value, author, or expiration date. | ||
| + | |||
| + | [[File:Searchquo.png|RTENOTITLE]] | ||
| + | |||
| + | | ||
Latest revision as of 12:13, 21 April 2026
QUOTATIONS
The Quotations menu is a central feature in the top navigation bar of the application, allowing users to manage all tasks related to customer quotations. This includes viewing existing quotations, creating new ones, and searching through past records. Quotations play a crucial role in business operations by serving as formal offers provided to potential clients for goods or services. Effective management of quotations ensures transparency, organization, and a clear trail of communication with customers:
List Quotations:
Description:
- Redirects the user to a full list of all existing quotations within the system.
Details:
- Each entry typically shows information such as quotation number, client name, date, status (e.g., pending, approved, expired), and total value.
- The interface may include options to view, edit, delete, or convertthe quotation into an invoice or order, depending on permissions.
Use Case:
- Useful for administrators and sales teams to track open quotations, follow up on pending offers, or review previously sent quotes.
- Helps ensure that no opportunity is missed and that customer communications are well-documented.
Add Quotation:
Description:
- Opens a form interface to create a new quotation to be sent to a client or prospect.
Details:
- Common fields include: customer information, product or service line items, pricing, discounts, terms and conditions, and validity period.
- May include tools for auto-calculation of totals, tax application, and predefined templates.
Use Case:
- Sales personnel use this feature to generate professional offers for customers quickly.
- Ensures consistency in pricing and branding when quoting across the organization.
Search Quotations:
Description:
- Provides a search tool for finding specific quotations based on filters such as customer name, quotation ID, date range, status, or product type.
Details:
- Helps locate a quotation without navigating through the entire list.
- Filters may include advanced options like sorting by value, author, or expiration date.
