After clicking “Create” button on the previous page, it will directly bring you to Quotation Preview.
In this page, user can see all of the things that user has filled in the quotation
User can create new quotation by clicking the “+Create New” button.
User can edit the quotation the clicking the “Edit” button
After user done updating the quotation, user need to click the” Update” button
It will pop up a successful message after updating.
If the user want to delete the whole quotation, user can click “Delete” button.
User also can print the quotation, by clicking the “Print” button.
User can duplicate the quotation by clicking the “ Duplicate”.
User can duplicate the quotation to invoice by clicking “ Duplicate to Invoice” button.
In the duplicate to invoice page, user need to fill in the Invoice No, Invoice Date, PO No, and also PO Date by fill in the textbox.
User need to fill in the textbox for attention, the attention contact, from, and also the contact by the from user.
Click “ Save” button.
After that, user can add linked payment by clicking “+ Add Linked Payments” , fill in the specify payment number in the text box and also choose the document type.
Then, user can choose whether user want to update for this payment only, or user want to update all linked payment with clicking the button.
User also can unlink the selected payment by clicking the “Unlink Selected” button.
User also can choose to delete all payments by clicking “ Delete All Payments “ and also can rebuild linked payments by clicking “Rebuild Linked Payments”.
User can make payment remarks by fill in the text box, and click the “ Save Remarks “ button.
User can choose to reject the quotation by clicking “ Reject” button.
If user rejects the quotation, they need to state the reject reason in the textbox and click “Reject” button.
User can choose to approve the quotation by clicking “ Approve” button.
The system will ask user to make the approval signature.
After that, click the “Approve” button.
User can make a request for signature by clicking “ Request for Signature “ button.
User need to choose the person for request the signature and clicking “Request” button
