Quotations User Guide

After clicking the Manage Quotations button, you can:

• VIEW an existing Quotation by clicking on its title
• DELETE a Quotation by selecting an entry using the tick box, and clicking the 'Delete' button
• PRINT a Quotation by clicking its title to view it, and then clicking the 'Print' button
• EMAIL a Quotation to the client by clicking its title to view it, and then clicking the 'Email to Client' button

                                   _{[click to enlarge]}

Filtering and Sorting the Manage Quotation view

SORT the list by clicking on any column heading.

FILTER the list by selecting from any drop down menu and clicking the 'Filter' button

Adding a new Quotation

To add a new Quotation:

• Click on the 'Add New' button from the left side navigation
• Choose the 'Creation Date' for the Quotation
• Input into the 'Submitter' field the name of the person submitting the Quotation. The default setting is your user name
• Select the client the Quotation is for from the 'Client' drop down menu
• Input into the 'Client Site' field the location of the job, service or task
• Input into the 'Client Contact' & 'Client Email' the client contact name and email address. The 'Client Email' field are not required if you do not intend to send the Quotation via email
• Input into 'Service' what job, service or task the quotation is for eg: Steam Cleaning
• The 'Introductory Note' will automatically be filled with the default message. This message can be edited and changed if necessary
• Input into 'Description' a description of the job, service or task, excluding GST
• You can attach an image to help demonstrate why the job, service or task is needed.

• Click 'Save' to save this Quotation

Below is a printed image of a Quotation.

                                   _{[click to enlarge]}