1) To access the Quotations sub-module, click on “Finances” menu from top main menu, then click on “Quotations” from dropdown as shown below:
2) The system will navigate the user to the Quotations sub-module page as shown below:
3) The Quotations sub-module page consists of five parts: Label 1, Label 2, Label 3, Label 4, and Label 5.
- Label 1 – is the button for creating a new quotation.
- Label 2 – this shows the quotation list summary.
It displays the following information:
- Ref No.
- Client
- Contact
- Due
- Created At
- Amount
- Label 3 – this is the search bar function.
- This function enables user to search items within the quotation list.
- To do a search, type in the item keyword in the search bar.
- The list will directly filter the quotation list items according to the searched keyword as shown below:
- The function will instantly filter the quotation list information with the entered keyword according to information within the quotation list.
- Keywords not found within the quotation list will display message “No matching records found”.
- Label 4 – shows function for exporting the quotations list data.
- The functions for each button are as shown below:
- Label 5 – shows the quotation list navigation bar.
- This function allows user to move the page, whether to go to previous page or next page, and view the total number of pages.
- The functions are as shown below:
