Create or Edit a Quotation - Smarter Sales & Inventory Management | Zayls

by Zayls
2 years ago
0 Views
Knowledge Base Sales | Create or Edit a Quotation

Create or Edit a Quotation

Create a Quotation:   

  1. In the Quotation Overview, click New Quotation. 

2. In the New Quotationwindow, choose the Customer, Item/s,  and Quantity.

3. You may also enter the Reference #, Location, Payment Terms, Sales Agents, and Remarks.

Price Matrix is in effect in Quotations.

Q# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click  here. 

4. Once done, click Save or  Save and Approve to save the transaction or  Cancel to terminate the form. 

  • Save and Approve will save the transaction and approve the Quotation. 
  • Save  will only save the transaction and the transaction will have a  Pending  status until approved.  

5. A successful message will appear at the top-right-hand corner and you’ll be able to see the newly created sales order. You can click the message to create another sales order.  

6. Once a Quotation is approved, you can now change it to other statuses such as For Awaiting Delivery, Sent to Customer, Closed – Won, Closed – Lost.

7. Only Quotation with status Closed – Won can proceed to be converted to a sales order.

Edit a  Quotation:    

  1. Click the Quotation that you want to edit.   
  2. Click  Edit.   
  3. Enter the new details and then click  Save or  Save and Approve located at the bottom. A message will appear if the sales order is saved  successfully.    

If you are not able to create or edit a Quotation that means the admin did  not  give you access to Quotation - Modify. 

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation.  

Add Comments to a  Quotation:    

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Quotation record, scroll down to view the Comments section.    
  2. Enter your message in the Comment box.    
  3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.    
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.   

Edit or Delete a Comment:    

  1. Find the comment you want to edit or delete.     
  2. Click  .    
  3. To update the comment, click Edit. To delete the comment, click Delete.

Only accounts with admin account type can delete comments made by other regular users. 

Related Article: Revise a Quotation