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QMS

QMS. Quotation Management System. Login Account Regional Office Customer Zone Category City State Supplier Item Currency Currency Conversion VAT Enquiry Contact Enquiry Status Signature Details Charges Total Header Group. Process Quotation New Quotation Revised Quotation

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QMS

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  1. QMS Quotation Management System

  2. Login Account Regional Office Customer Zone Category City State Supplier Item Currency Currency Conversion VAT Enquiry Contact Enquiry Status Signature Details Charges Total Header Group Process Quotation New Quotation Revised Quotation Copy Quotation Format Optional Charges Report Setting EMD Tender EMD Dispatch Customer Search Enquiry Search Contact Search Quotation Search Item Search Item Wise Report Sales Person Wise Report All Enquiry Search Processed Enquiry Report Index

  3. Login Account Create New Login Account Follow the steps below. Step 1: Click on Main Menu -> New -> Login Account. Open the Login Creation Screen. Step 2: Click on Add button. Step 3: Write the ‘User Name, Password’ & Select the Region. For E.g.: User Name : Admin Password : System Region : BOM If you want to add any New Region then Click on Region(+) Sign. Fields marked with * are compulsory. Step 4: Click on SAVE button, then New Login Account is created. Step 5: Message is displayed as “Login Account Created Successfully”. Click on OK button to close the window. Go to Index

  4. Login Account Create New Login Account Step 6: Click on CANCEL button, to cancel the information made to Login Creation. Step 7: To see the First, Previous, Next, Last Login. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 8: Click on CLOSE button, to close the Login Creation Screen. Go to Index

  5. Regional Office Create New Regional Office Follow the steps below. Step 1: Click on Main Menu -> New -> Regional Office. Open the Regional Office Information Screen. Step 2: Click on Add button. Step 3: Write the ‘ID, Quote-ID, City, Address, Phone, Fax, E-Mail ID’. Fields marked with * are compulsory. Step 4: Click on SAVE button. Regional Office Information is thus saved. Step 5: Click on CANCEL button, to cancel the information made to Regional Office. Step 6: To see the First, Previous, Next, Last Regional Office. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7: Click on CLOSE button to close the Regional Office Information Screen. Go to Index

  6. Customer Create New Customer Information Follow the steps below. Step 1: Click on Main Menu -> New -> Customer. Open the Customer Information Screen. Step 2: Click on Add button. Step 3: Select Zone. If you want to add New Zone then Click on Zone(+) Sign. Step 4: Select Category. If you want to add New Category then Click on Category(+) Sign. Step 5: Write the ‘Customer Name, Address’. Step 6: Select ‘City, State’. If you want to add New City or State then Click on City(+) Sign. Step 7: Write the ‘Pin Code, Fax, Phone1, Phone2, Email ID’. Field marked with * are compulsory. Go to Index

  7. Customer Create New Customer Information Step 8: Click on SAVE button, Customer Information is thus saved. Step 9: Click on CANCEL button, to cancel the information made to Customer. Step 10: To see the First, Previous, Next, Last Customer. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 11: Click on CLOSE button to close the Customer Information Screen . Go to Index

  8. Zone Create New Zone Information Follow the steps below. Step 1: Click on Main Menu -> New -> Zone. Open the Zone Information Screen. Step 2: Click on Add button. Step 3: Write the ‘Zone ID, Zone Name’. Field marked with * are compulsory. Step 4: Click on SAVE button. Zone Information is Saved. Step 5: Click on CANCEL button, to cancel the information made to Zone. Step 6: To see the First, Previous, Next, Last Zone. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the Zone Information Screen. Go to Index

  9. Category Create New Category For Customer Follow the steps below. Step 1: Click on Main Menu -> New -> Category. Open the Category Information Screen. Step 2: Click on Add button. Step 3: Write the Category ID, Category Name’. Field marked with * are compulsory. Step 4: Click on SAVE button, thus Category Information is saved. Step 5: Click on CANCEL button, to cancel the information made to Category. Step 6: To see the First, Previous, Next, Last Category. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the Category Information Screen. Go to Index

  10. City Create New City Information Follow the steps below. Step 1: Click on Main Menu -> New -> City. Open the City Information Screen. Step 2: Click on Add button. Step 3: Write the ‘City Name’. Step 4: Select the ‘State Name’. If you want to add New State then Click on State Name(+) Sign. Field marked with * are compulsory. Go to Index

  11. City Create New City Information Step 4: Click on SAVE button. Hence City Information is saved. Step 5: Click on CANCEL button, to cancel the information made to City. Step 6: To see the First, Previous, Next, Last City. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the City Information Screen. Go to Index

  12. State Create New State Information Follow the steps below. Step 1: Click on Main Menu -> New -> State. Open the City Information screen. Step 2: Click on Add button. Step 3: Write the ‘State Name’. Field marked with * are compulsory. Step 4: Click on SAVE button to add the new State Information. Step 5: Click on CANCEL button, to cancel the information made to State. Step 6: To see the First, Previous, Next, Last State. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the State Information Screen. Go to Index

  13. Supplier Create New Supplier Information Follow the steps below. Step 1: Click on Main Menu -> New -> Supplier. Open the Supplier Information Screen. Step 2: Click on Add button. Step 3: Write the ‘Supplier Quote-ID, Supplier Name, Address, City, Country, E-Mail Address, Contact Name, Contact Designation, Pin Code, Fax, Phone1, Phone2’. If you want to add Terms & Condition. Step 4: Click on ‘Terms & Conditions’, 1. Open the ‘.doc’ file -> 2. Write the ‘Terms & Condition’ -> 3. Save the file -> 4. Close the file. Field marked with * are compulsory. Go to Index

  14. Supplier Create New Supplier Information Step 5: Click on SAVE button, hence Supplier Information is saved. Step 5: Click on CANCEL button, to cancel the information made to Supplier. Step 6: To see the First, Previous, Next, Last Supplier. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the Supplier Information Screen. Go to Index

  15. Item Create New Item Information Follow the steps below. Step 1: Click on Main Menu -> New -> Item. Open the Item Information Screen. Step 2: Click on Add button. Step 3: Select the Supplier. If you want to add New Supplier then Click on Supplier(+) Sign. Step 4: Write the ‘Part #, Part Name’ & Select the ‘Currency’. If you want to add New Currency then Click on Currency(+) Sign. Step 5: Select the ‘VAT’. If you want to add New VAT then Click on VAT(+) Sign. Step 6: Write the ‘Unit Price’ (e.g. 10 ). Select the ‘Effective From’ Date. Write the ‘Part Description & Remark’. Field marked with * are compulsory. Go to Index

  16. Item Create New Item Information Step 7: Click on SAVE button, Item Information is thus Saved. Step 8: Click on CANCEL button, to cancel the information made to Item. Step 9: To see the First, Previous, Next, Last Item. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 10: Click on CLOSE button to close the Item Information Screen. Go to Index

  17. Currency Create New Currency Information Follow the steps below. Step 1: Click on Main Menu -> New -> Currency. Open the Currency Information Screen. Step 2: Click on Add button. Step 3: Write the Currency Name. Field marked with * are compulsory. Step 4: Click on SAVE button, hence Currency Information is Saved. Step 5: Click on CANCEL button, to cancel the information made to Currency. Step 6: To see the First, Previous, Next, Last Currency. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the Currency Information Screen. Go to Index

  18. Currency Conversion Create New Currency Conversion Screen Follow the steps below. Step 1: Click on Main Menu -> New -> Currency Conversion. Open the Currency Conversion Screen. Step 2: Write value in ‘Rate In Rupees’ Column. Step 3: Click on OK button, Currency is Converted Successfully. Step 4: Click on CANCEL button to close the Currency Conversion Screen. OR Following is the Process for Changing Currency of Quotation. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Click on ‘$Quotation’. Open the Quotation Screen. Step 3: Select any ‘Currency’ and make the changes as required. Step 4:Click on OK button to Change the Quotation Currency & Close the Currency Conversion Screen. Step 5: Click on CANCEL button, to cancel Changes made to the Quotation Currency & Close the Currency Conversion Screen. Go to Index

  19. VAT Create New VAT Information Follow the steps below. Step 1: Click on Main Menu -> New -> VAT. Open the VAT Information Screen. Step 2: Click on Add button. Step 3: Select or Write the VAT Percentage. Field marked with * are compulsory. Step 4: Click on SAVE button, thus VAT Information is saved. Step 5: Click on CANCEL button, to cancel the information made to VAT. Step 6: To see the First, Previous, Next, Last VAT. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the VAT Information Screen. Go to Index

  20. Enquiry Create New Enquiry Information Follow the steps below. Step 1: Click on Main Menu -> New -> Enquiry. Open the Enquiry Information Screen. Step 2: Click on Add button. Step 3: Select or Write the ‘Enquiry Date’. Select the check box near ‘Required’ if Follow Up is needed for enquiry. Step 4: Select the ‘Customer Name’. If you want to add New Customer then Click on Customer Name(+) Sign. Step 5: Select the ‘Contact Person’. If you want to add New Contact Person then Click on Contact Person(+) Sign. Step 6: Write the ‘Customer Ref #, Enquiry Subject, Enquiry Email, Enquiry Type’. Step 7: Select the ‘Enquiry Status’. If you want to add New Enquiry Status then Click on Enquiry Status(+) Sign. Go to Index

  21. Enquiry Create New Enquiry Information Step 8: Select the ‘Chance %’. Field marked with * are compulsory. Step 9: Click on SAVE button, to save the Enquiry Information. Step 10: To save the current communication or view the previous communications Click on Customer Communication. Step 11: Click on CANCEL button, to cancel the information made to Enquiry. Step 12: To see the First, Previous, Next, Last Enquiry. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 13:Click on CLOSE button to close the Enquiry Information Screen. Go to Index

  22. Contact Create New Contact Information Follow the steps below. Step 1: Click on Main Menu -> New -> Contact. Open the Contact Information Screen. Step 2: Click on Add button. Step 3: Select the ‘Customer Name’. If you want to add New Customer then Click on Customer Name(+) Sign. Step 4: Write the ‘Contact Person, Designation, Department, E-Mail ID, Mobile #, Phone #’. Field marked with * are compulsory. Go to Index

  23. Contact Create New Enquiry Status Information Step 5: Click on SAVE button. Contact information is thus saved. Step 6: To save the current communication or view the previous communications Click on Customer Communication. Step 7: Click on CANCEL button, to cancel the information made to Contact. Step 8: To see the First, Previous, Next, Last Contact. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 9:Click on CLOSE button to close the Contact Information Screen. Go to Index

  24. Enquiry Status Create New Enquiry Status Information Follow the steps below. Step 1: Click on Main Menu -> New -> Enquiry Status. Open the Enquiry Status Information Screen. Step 2: Click on Add button. Step 3: Write the Status Name. Field marked with * are compulsory. Step 4: Click on SAVE button. Enquiry Status Information is saved successfully. Step 5: Click on CANCEL button, to cancel the information made to Enquiry Status. Step 6: To see the First, Previous, Next, Last Enquiry. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7:Click on CLOSE button to close the Enquiry Status Information Screen. Go to Index

  25. Signature Details Create New Authorized Person Information Follow the steps below. Step 1: Click on Main Menu -> New -> Signature Details. Open the Authorized Person Information Screen. Step 2: Click on Add button. Step 3: Write the ‘Contact Person, Designation, Phone #, Mobile #’. Step 4: Please follow the below steps for selecting Signature, 1. Click on ‘Browse’ button, 2. Select the proper Signature path, For E.g.: C:\ Program Files \ Default Company Name \ QMS SetUp1 \ Signature \ Sign5. 3. Click on OK button. Field marked with * are compulsory. Go to Index

  26. Signature Details Create New Authorized Person Information Step 5: Click on SAVE button. Authorized Person Information is thus saved. Step 6: Click on CANCEL button, to cancel the information made to Authorized Person. Step 7: To see the First, Previous, Next, Last Authorized Person. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 8: Click on CLOSE button to close the Authorized Person Information Screen. Go to Index

  27. Charge Create New Charge Information Follow the steps below. Step 1: Click on Main Menu -> New -> Charge. Open the Charge Information Screen. Step 2: Click on Add button. Step 3: Write the ‘Charge Name’. Step 4: Select the ‘Charge Action’, Charge Action (+) : Add the Charge in Total value. Charge Action (-) : Subtract the Charge in Total value. Field marked with * are compulsory. Step 5: Click on SAVE button, thus Charge Information is saved successfully. Step 6: Click on CANCEL button, to cancel the information made to Charge. Step 7: To see the First, Previous, Next, Last Charge. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 8: Click on CLOSE button to close the Charge Information Screen. Go to Index

  28. Total Header Create New Total Header Information Follow the steps below. Step 1: Click on Main Menu -> New -> Total Header. Open the Total Header Information Screen. Step 2: Click on Add button. Step 3: Write the ‘Header Name’. Field marked with * are compulsory. Step 4: Click on SAVE button to save the Total Header Information. Step 5: Click on CANCEL button, to cancel the information made to Total Header. Step 6: To see the First, Previous, Next, Last Total Header. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7: Click on CLOSE button to close the Total Header Information Screen. Go to Index

  29. Group Create New Group Information Follow the steps below. Step 1: Click on Main Menu -> New -> Group. Open the Group Information Screen. Step 2: Click on Add button. Step 3: Write the ‘Group Name, Group Heading’. Field marked with * are compulsory. Step 4: Click on SAVE button, thus Group Information is Saved. Step 5: Click on CANCEL button, to cancel the information made to Group. Step 6: To see the First, Previous, Next, Last Group. Click on Navigation button like First (<<), Previous (<), Next (>), Last(>>). Step 7: Click on CLOSE button to close the Group Information Screen. Go to Index

  30. Process Quotation Use of Process Quotation Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. To create New Quotation Step 2:Click on ‘New Quotation’. To create Revised Quotation or Copy Quotation Step 3: Select the Permanent Quotation, Click on ‘Revised Quotation or Copy Quotation’. To create Accessories of Quotation. Step 4: Select the required Quotation then Click on ‘Format’. To create Optional Charges. Step 5: Select the Quotation, Click on ‘Optional Charges’. To create EMD Information. Step 6: Select the Quotation, Click on ‘EMD Screen’. Go to Index

  31. Process Quotation Use of Process Quotation To create Dispatch Information. Step 7: Select the Quotation, Click on ‘Dispatch’. To change the Currency for Quotation. Step 8: Select the Quotation, Click on ‘$Quotation’. Step 9: Click on EMAIL or PRINT or PDF or WORD button to Open the ‘Report Setting’ Screen. Step 10: Select the Quotation. Click on WORD, PDF to Convert the Quotation in ‘.doc, .pdf’ file. Step 11: Select the Quotation, Click on PRINT button to Collect the Printout for Quotation Report. Step 12: Select the Quotation, Click on EMAIL button to Send the Email for Quotation by Customer. Step 13: Select the Quotation, Click on PREVIEW button to Display the Report for Quotation. Go to Index

  32. New Quotation Create New Quotation Follow the steps below. Step 1: Click on Quotation, Open the Process Quotation Screen. Step 2: Click on ‘New Quotation’. Open the Quotation Screen. Step 3: Select the ‘Customer Name’, modified the ‘Address’ if needed. If you want to add New Customer then Click on Customer Name(+) Sign. Step 4: Select the ‘Ref.’. If needed modified the ‘Kind Att. ’(Contact Name) & ‘Designation’. If you want to add New Ref. then Click on Ref.(+) Sign. Step 5: Select the ‘Supplier, Quotation Date, Validity, Sales Person Name’. Step 6: Click on ‘ADD’ button. Step 7: Select ‘Part Name, Description’, Write the ‘QTY’’. If required change the ‘Price’. Go to Index

  33. New Quotation Create New Quotation Step 8: Click on ‘CANCEL’ button, to cancel the information made to change. Step 9: Click on ‘SAVE’ button, the Item is added and displayed in table. Step 10: If required change the ‘Company Name’, Select & change ‘Authorized Person Name’ & change the ‘Designation’. To add Terms & Conditions. Step 11: Click on ‘Terms & Conditions’, 1. Open the ‘.doc’ file -> 2. Write the ‘Terms & Condition’ -> 3. Save the file -> 4. Close the file. To add Covering Letter. Step 12: Click on ‘Covering Letter’, 1. Open the ‘.doc’ file -> 2. Save the file -> Close the file. Step 13: Select the different ‘Charges’ & Write the Corresponding amount in the corresponding box adjacent to it. Step 14: Select or Write the ‘Discount’. Go to Index

  34. New Quotation Create New Quotation Step 15: Click on SAVE button, Message is displayed as ‘Save as Draft Quotation’, 1. If it is Clicked on “Yes” then it is saved as Temporary Quotation. 2. If it is click on “No” then it is saved as Permanent Quotation. Step 16: Click on CANCEL button, to cancel the information made to New Quotation. Step 17:Click 0n CLOSE button to close the New Quotation Screen . Go to Index

  35. Revised Quotation Create Revised Quotation Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Select the Permanent Quotation & Click on ‘Revised Quotation’. Open the Quotation Screen. Step 3: Modified the ‘Address, Kind Att., Designation’ If you want to add New Ref. then Click on Ref.(+) Sign. Step 4: Select ‘Validity, Sales Person Name’. Step 5: Click on ‘ADD’ button. Step 6: Select ‘Part Name, Description’, Write the ‘QTY’ & Change the ‘Price’ if needed. Go to Index

  36. Revised Quotation Create Revised Quotation Step 7: Click on ‘CANCEL’ button, to cancel the information made to change. Step 8: Click on ‘SAVE’ button, Item is saved and displayed in table. Step 9: Change the ‘Company Name’, Select & Change ‘Authorized Person Name’ & Change the ‘Designation’ as per the requirement. To add Terms & Condition. Step 10: Click on ‘Terms & Conditions’, 1. Open the ‘.doc’ file -> 2. Write the ‘Terms & Condition’ -> 3. Save the file -> 4. Close the file. To add Covering Letter. Step 11: Click on ‘Covering Letter’, 1. Open the ‘.doc’ file -> 2. Save the file -> Close the file. Step 12: Select the different ‘Charges’ & Write the Corresponding amount in the box adjacent to it. Step 13: Select or Write the ‘Discount’. Go to Index

  37. Revised Quotation Create Revised Quotation Step 14: Write the Suffix for ‘Quotation #’. Step 15: Click on SAVE button, Message is displayed as ‘Save as Draft Quotation’, 1. If clicked on “Yes”, it is saved as Temporary Quotation. 2. If clicked on “No”, it is saved as Permanent Quotation. Step 16: Click on CANCEL button, to cancel the information made to Revised Quotation. Step 17:Click 0n CLOSE button to close the Revised Quotation Screen. Go to Index

  38. Copy Quotation Create Copy Quotation Follow the Steps below. Step 1: Click on Quotation, Open the Process Quotation Screen. Step 2: Select the Permanent Quotation & Click on ‘Copy Quotation’. Step 3: Message is displayed as ‘Do you want to preserve Terms & Condition of Copy Quotation’, 1. Click “Yes” means Copy the Terms & Condition for selected quotation 2. Click “No” means Do not Copy the Terms & Condition for Selected Quotation. Open the Quotation Screen. Step 4: Select the ‘Customer Name’, If needed ‘Address’ can be modified. If you want to add New Customer then Click on Customer Name(+) Sign. Step 5: Select the ‘Ref.’. ‘Kind Att., Designation’ can be modified if needed. If you want to add New Ref. then Click on Ref.(+) Sign. Step 6: Select ‘Quotation Date, Validity, Sales Person Name’. Go to Index

  39. Copy Quotation Create Copy Quotation Step 7: Click on ‘ADD’ button. Step 8: Select ‘Part Name, Description’, Write the ‘QTY’ ‘.Price may be modified. Step 9:Click on ‘CANCEL’ button, to cancel the information made to change. Step 10: Click on ‘SAVE’ button, Item is added and shown in table. Step 11: If needed Modify the ‘Company Name’, Select & modify ‘Authorized Person Name’ & modify the ‘Designation’. To add more Terms & Condition. Step 12: Click on ‘Terms & Conditions’, 1. Open the ‘.doc’ file -> 2. Write the ‘Terms & Condition’ -> 3. Save the file -> 4. Close the file. To add Covering Letter. Step 13: Click on ‘Covering Letter’, 1. Open the ‘.doc’ file -> 2. Save the file -> Close the file. Go to Index

  40. Copy Quotation Create Copy Quotation Step 14: Select the different ‘Charges’ & Write the Corresponding amount in the box adjacent to it. Step 15: Select or Write the ‘Discount’. Step 16: Click on SAVE button Message is displayed as ‘Save as Draft Quotation’, 1. Click on “Yes” to save as Temporary Quotation. 2. Click on “No” to save as Permanent Quotation . Step 17: Click on CANCEL button, to cancel the information made to Copy Quotation. Step 18:Click 0n CLOSE button to close the Copy Quotation Screen . Go to Index

  41. Format Create Format Quotation Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Select the Quotation & Click on ‘Format’. Open the Format Screen. Step 3: Click on Header Name Column & select the each Part ‘Header’. Step 4: To Include Accessories In Total, Select “Include Accessories In Total”. Step 5: To display Optional Quotations, Select “Display Optional Quotations”. Step 6: Select the Option1 & Option2 ‘Group Heading’. Step 6: Select the Option1 & Option2 ‘Accessories Heading’. Step 7: Click on OK button. The ‘Optional Charges’ Screen is opened Step 8:Click on CANCEL button, Format Information Screen is Closed. Go to Index

  42. Optional Charges Create Optional Charges Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Select the Quotation & Click on ‘Optional Charges’. Open the Optional Charges Screen. If you Want to Change the ‘Heading Name, Discount, Charges’, Follow the steps below. Step 3: Write the Option 1, Option 2 Heading. Step 4: Select or Write the ‘Discount’. Step 5: Select the different ‘Charges’ & Write the corresponding amount in the box adjacent to it. Step 6: Click on SAVE button, thus Optional Charges is Saved. Step 7: Click on CANCEL button, to cancel the changes made in Optional Charges. Step 8: Click on CLOSE button to close the Optional Charges Information Screen. Go to Index

  43. Report Setting Use of Report Setting Screen Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Select the Quotation, Click on ‘Email or Print or PDF or Word’. Open the Report Setting Screen. Step 3: Select “Your Letter Head Logo”, to Display the ‘Logo’ on Quotation Report. Step 4: Select “Quotation Number With Suffix”, to display the ‘Suffix’ of Revised Quotation. Step 5: Select “Quotation Date”, to change the ‘Quotation Date’. Step 6: Select “Display TC File On Same Page”, to display the ‘Terms & Condition’ in Same Page. Step 7: Select “Display Individual Item Price”, to display the ‘Unit Price & Total Price’ of Item. Go to Index

  44. Report Setting Use of Report Setting Screen Step 8: Select “Display Totals”, to display the ‘Total Quotation Value’ of Quotation. Step 9: If number of “Terms Condition File Pages” is changed, then the ‘Terms & Condition’ Page Column Heading is not displayed. Step 10: Select “Display Priced Bid”, to display the ‘Unit Price, Total Price, Charges, Total Quotation Value’. Step 11: Click on OK button to apply all the Settings on ‘Quotation Report’. Step 12:Click on CANCEL button to cancel the Setting on ‘Quotation Report’. Go to Index

  45. EMD Create EMD Information Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Select the Quotation, Click on ‘EMD Screen’. Open the EMD Information Screen. Step 3: Select ‘EMD Start Date, EMD Expiry Date’. Step 4: Write the ‘EMD-Amount’ & Select the ‘EMD- Currency’. Step 5: Select ‘EMD Recovered Date, EMD-Status’. Step 6: Write the ‘Remark’. Field marked with * are compulsory. Step 7: Click on SAVE button, to save the EMD Information. Step 8:Click on CANCEL button, EMD Information Screen is Closed. Go to Index

  46. Tender EMD Create EMD Information Follow the steps below. Step 1: Click on Report -> Tender EMD. Open the EMD Information Screen. Step 2: Write the ‘Tender Number’. Step 3: Select ‘Customer, EMD Start Date, EMD Expiry Date’. Step 4: Write the ‘EMD-Amount’. Step 5: Select ‘EMD-Currency, EMD Recovered Date, EMD-Status’. Step 6: Write the ‘Remark’. Field marked with * are compulsory. Step 7: Click on SAVE button, to save the EMD Information. Step 8:Click on CANCEL button, EMD Information Screen is Closed. Go to Index

  47. Dispatch Create Dispatch Information Follow the steps below. Step 1: Click on Quotation. Open the Process Quotation Screen. Step 2: Select the Quotation, Click on ‘Dispatch’. Open the Dispatch Information Screen. Step 3: Select the ‘Dispatch Date’. Step 4: Write the Dispatch way for ‘Dispatch Medium’. Step 5: Write the ‘LR Number’. Field marked with * are compulsory. Step 6: Click on DISPATCH, Dispatch Information is Saved & the Screen is closed. Step 7:Click on CANCEL, Dispatch Information Screen is Closed. Go to Index

  48. Customer Search Search the Customer Follow the steps below. Step 1: Click on Queries -> Customer. Open the Search Customer Screen. Step 2: Customer can be searched by selecting State, City, Regional Office and Category. Step 3: To search by Customer Write the ‘Customer ID’ or Click on ‘Customer Search’ button & Select the Customer. Step 4: Double click on selected ‘Row’, Open the Enquiry Search Screen. Step 5: To Modify or Delete the Customer, Select the Customer, Right click on selected customer -> Modify Customer or Delete Customer. Go to Index

  49. Customer Search Search the Customer Step 6: Click on ‘Bulk Email’, to Send the Email by Customer. Step 7: There fore 3 Option for Report Selection, 1. Address Label :- Customer Address is displayed, 2. Customer Details :- Customer information is displayed, 3. Contact Details :- Customer Contact is displayed. Select any 1 option given above & perform the following task. a. Click on PREVIEW button, to display the Report for all Customer. b. Click on PDF, WORD, EXCEL button, to convert the Report for all Customer in ‘.pdf, .doc, .xls’ file. c. Click on PRINT button, to collect the Printout for all Customer Report. Go to Index

  50. Enquiry Search Search the Enquiry Follow the steps below. Step 1: Click on Queries -> Customer. Open the Search Customer Screen. Step 2: Double Click on the Row to view Enquiries of selected Customer & its Contact. Open the Search Enquiry Screen. Step 3: To search the Enquiry Date wise, Select the ‘From Date & To Date’. Step 4: To See the Quotation, Double click on selected ‘Row’. Step 5: Click on PREVIEW button, to display the Report for Customer ‘Enquiry Date & Dispatch Information’. Step 6: Click on PDF, WORD, EXCEL button, to convert the Customer ‘Enquiry Date & dispatch Information’ Report in ‘.pdf, .doc, .xls’ file. Step 7: Click on PRINT button, to collect the Printout for Customer ‘Enquiry Date & Dispatch Information’ Report. Back to Customer search. Go to Index

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