1) To create a new quotation, click “New” as shown below:
2) To start adding a new payment transaction, click “New” button on top right of Quotation sub-module page.
3) A pop-up form will be displayed as shown below:
4) The form will require the user to fill in the following information:
- Client
- Contact
- Reference No.
- Start Date
- Valid Until
- Itemized Details – this section is for user to fill in the item quotation list details.
It consists of the following details:
- Category
- Item Remarks
- Reference No.
- Amount
To add more item to the list, click on “Add more item” button on bottom right. A new field will be displayed as shown in below:
To delete an item field, click Delete icon on selected item row. The section will display the grand total of the quotation list on bottom right.
- Notes
- Terms & Conditions
5) Fill in all required information in the form.
6) To make changes, click “Save Changes”.
7) To cancel, click “Cancel”.