3.01 How to issue a customer quotation
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03.1 Quotation (Premium Plan)

Learn how to issue a quotation to customer, amend,reject or confirm a quotation, stocks or services related.

  • 3.01 How to issue a customer quotation

    09/20/2020 | 03:38

    Learn how to issue a quotation to a new or existing customer

    3.01 How to issue a customer quotation

    Created 09/20/2020

  • 3.02 Revise a quotation

    09/20/2020 | 01:59

    Learn how to revise a quotation after customer request for amendments

    3.02 Revise a quotation

    Created 09/20/2020

  • 3.03 Reject or Confirmed a Quotation

    09/20/2020 | 01:39

    Learn how to set the quotation to [Rejected] of [Confirmed] status after customer's reply

    3.03 Reject or Confirmed a Quotation

    Created 09/20/2020
    Chapters
    Transcript
    00:00:13 Reject a quotation
    00:01:01 Confirmed a quotation

  • 3.04 Quotation - Void ordered quantity

    06/07/2022 | 00:46

    After confirmation, customer can still change their mind of the quantity ordered before delivery. Learn how to void a confirmed quantity in a quotation

    3.04 Quotation - Void ordered quantity

    Created 06/07/2022

  • 3.05 Link a confirmed quotation to sales order followed by a delivery order

    10/02/2020 | 02:49

    A DO to customer can be triggered by their earlier confirmed quotation when it is due for delivery. Learn how to link the quotation to sales order followed by the delivery order

    3.05 Link a confirmed quotation to sales order followed by a delivery order

    Created 10/02/2020
    Chapters
    Transcript
    00:00:00 Link a confirmed quotation to a sales order
    00:00:46 Learn how to link a sales order to a delivery order
    00:01:17 Link part sales order to a delivery order
    00:01:32 Or link 2 sales order to a single delivery order
    00:01:51 Or link 1 sales order to 1 delivery order

  • 3.06 Copy Quotation

    01/09/2023 | 00:59

    Learn how to create a new quotation by using [Copy] button

    3.06 Copy Quotation

    Created 01/09/2023

  • 3.07 Print Quotation to pdf format

    04/30/2022 | 01:35

    Learn how to print your quotation to pdf format to send to your customer via email.

    3.07 Print Quotation to pdf format

    Created 04/30/2022

  • 3.08 Link 1 Quotation to 2 or many SO

    10/20/2013 | 02:36

    Learn how to split the confirmed quotation to 2 or more sales order for split delivery Picture credit : <a href="https://www.freepik.com/vectors/data-transfer">Data transfer vector created by gstudioimagen - www.freepik.com</a>

    3.08 Link 1 Quotation to 2 or many SO

    Created 10/20/2013
    Comments
    Chapters
    Transcript
    00:00:00 Introduction
    00:00:05 At Sales Entry, click Sales Order
    00:00:17 Click Link Q/O
    00:00:44 Modify the quantity or delete line
    00:01:23 Modify the SO date to the delivery date
    00:01:48 Create another sales order
    00:02:10 Change the SO date to the next delivery date

  • 3.09 Print Quotation with picture

    02:27

    Learn how to upload image into stock and print Quotation with image

    3.09 Print Quotation with picture

  • 3.10 Outstanding Quotation Report

    10/20/2013 | 02:09

    3.10 Outstanding Quotation Report

    Created 10/20/2013

  • 3.11 FAQ - Change Quotation reference number

    02/13/2021 | 01:06

    If your quotation number is not in serially running order number, learn how to reset to the right order.

    3.11 FAQ - Change Quotation reference number

    Created 02/13/2021
  • 3.01 How to issue a customer quotation
    09/20/2020 | 03:38
    3.01 How to issue a customer quotation
    03:38 >

  • 3.02 Revise a quotation
    09/20/2020 | 01:59
    3.02 Revise a quotation
    01:59 >

  • 3.03 Reject or Confirmed a Quotation
    09/20/2020 | 01:39
    3.03 Reject or Confirmed a Quotation
    01:39 >

  • 3.04 Quotation - Void ordered quantity
    06/07/2022 | 00:46
    3.04 Quotation - Void ordered quantity
    00:46 >

  • 3.05 Link a confirmed quotation to sales order followed by a delivery order
    10/02/2020 | 02:49
    3.05 Link a confirmed quotation to sales order followed by a delivery order
    02:49 >

  • 3.06 Copy Quotation
    01/09/2023 | 00:59
    3.06 Copy Quotation
    00:59 >

  • 3.07 Print Quotation to pdf format
    04/30/2022 | 01:35
    3.07 Print Quotation to pdf format
    01:35 >

  • 3.08 Link 1 Quotation to 2 or many SO
    10/20/2013 | 02:36
    3.08 Link 1 Quotation to 2 or many SO
    02:36 >

  • 3.09 Print Quotation with picture
    02:27
    3.09 Print Quotation with picture
    02:27 >

  • 3.10 Outstanding Quotation Report
    10/20/2013 | 02:09
    3.10 Outstanding Quotation Report
    02:09 >

  • 3.11 FAQ - Change Quotation reference number
    02/13/2021 | 01:06
    3.11 FAQ - Change Quotation reference number
    01:06 >