How to Create New Quotation?

1. User need to click the button “Quotation
2. User need to select the company from by clicking the box, and it has a drop down list of many company.
3. User need to pick the customer or client by clicking the “–Select Client / Customer –” box.
4. There will be a drop down list of the customer or client they can choose from.
5. User need to fill in the attention box and also the contact box.
6. User need to fill in the details of quotation such as Quote No, Quote Date, From and also Contact.
7. User need to fill in the Title, Description, Unit, Qty ( Quantity ), Rate. The amount will be calculated by itself.
8. If user wants to add new item, they need to click the “+Add New Item” and fill in all of the details.
9. Then, user need to fill in details in the Note textbox such as Validity, Payment Terms, and also Remarks.
10. User also can change the currency via clicking the amount and has 4 option to choose from ( RM, Baht, Dollar, US Dollar).
11. User can put the discount and also the tax by clicking the textbox and fill in.
12. Lastly user need to click the “Create” button.