Difference between revisions of "Quotations"
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'''Description''': | '''Description''': | ||
| − | Redirects the user to a full list of all existing quotations within the system. | + | - Redirects the user to a full list of all existing quotations within the system. |
'''Details''': | '''Details''': | ||
| − | Each entry typically shows information such as quotation number, client name, date, status (e.g., pending, approved, expired), and total value. | + | - 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. | + | - 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''': | '''Use Case''': | ||
| − | Useful for administrators and sales teams to track open quotations, follow up on pending offers, or review previously sent quotes. | + | - 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. | + | - Helps ensure that no opportunity is missed and that customer communications are well-documented. |
[[File:Listquo.png|RTENOTITLE]] | [[File:Listquo.png|RTENOTITLE]] | ||
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'''Description''': | '''Description''': | ||
| − | Opens a form interface to create a new quotation to be sent to a client or prospect. | + | - Opens a form interface to create a new quotation to be sent to a client or prospect. |
'''Details''': | '''Details''': | ||
| Line 58: | Line 58: | ||
'''Description''': | '''Description''': | ||
| − | Provides a search tool for finding specific quotations based on filters such as customer name, quotation ID, date range, status, or product type. | + | - Provides a search tool for finding specific quotations based on filters such as customer name, quotation ID, date range, status, or product type. |
'''Details''': | '''Details''': | ||
Revision as of 11:28, 16 March 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.
