Sales Quotation Inquiry

Purpose

To inquire/edit/approve sales Quotations

Procedure

Enter the Quotation# in the # section to find the relevant Quotation, precisely
Set the Date range to filter Quotations by their dates
Select the Item by either it's Item code or Item Description to view Quotations of the relevant item
Select the Customer from the drop-down list to view Quotations of the relevant customer
Click on the Search button to apply filters
Click on the Edit button against the Quotation to edit

Select a Package from the drop-down list to add (if asked)
Select a Discount Deal from the drop-down list to add (if asked)
Click on the Edit button against the Item/Service to edit
Select the Floor from the drop-down list
Select the Department from the drop-down list
Select the Artist from the drop-down list
Enter the Tax excluded Price of the Item/Service
Enter the Discount% of the Item/Service
Click on the Green Approve button to confirm changes
Click on the Add new button to add new Item/Service (if needed)
Click on the Commit Quotation Changes button to confirm changes

Click on the Sales Order button to confirm Quotation into Order

Select a Package from the drop-down list to add a Package (if asked)
Select a Discount Deal from the drop-down list to add a Deal (if asked)
Mark the Is Booking? chechbox to place an Advance booking Order
Click on the Edit button against the Item/Service to edit
Select the Floor from the drop-down list
Select the Department from the drop-down list
Select the Artist from the drop-down list
Enter the Tax excluded Price of the Item/Service
Enter the Discount% of the Item/Service
Click on the Green Approve button to confirm changes
Click on the Add new button to add new Item/Service (if needed)
Click on the Place Order button to Place Sales Order against the quotation

Tips and Tricks

How does booking work?

For instance, if a customer wants to take an appointment for future to avoid waiting in the queue, then you can place the order as a Booking by marking the Is Booking? checkbox, it allows you to edit the delivery date and time.