Making your First Quotation.

As discussed in the getting started page before you can start creating quotations you must first ensure that you have created a customer, navigate to the Customers form 

by clicking on the new Customer button as illustrated below in (Fig 1)

               (Fig 1)

Now click on the New Button as illustrated below in (Fig 2) to enable the form and enter in all your Customer Details.

                                                                                                                      (Fig 2)

2. After filling in your Customer details please navigate to the Quotation Form as illustrated in (Fig 3) below.

                (Fig 3)

3.In the Quotation Form click on the New button (Fig 4) to start a new Quotation.

                                                                                         (Fig 4)

4. After clicking the New Record Button the Select Customer Form opens  (Fig 5) , double click on the customer name to select

    your customer .The customer will then be sent to the Quotation form and appeared in the  Quotation Form " Customer Field "

                                              (Fig 5)

5. Now in the Quotation Form your Customer has now appeared in the customer text box, you can now continue to enter the remaining information that will appear on

    your completed Quotation Report.

The Job Status is a very important function within Desk Quote Pro,

The Job Status field has the default value of Awaiting Customer Response, the job status will change on every stage of the enquiry from Awaiting Customer Response

to Awaiting Payment.

For more information on the Job Status field click here.

You can now proceed to enter in the remaining details of your quotation.

•        Enter in the Made by box the name of the person that created the quotation .
•        Enter in the Contacts box the Contact person in the Company that the quotation will be sent to.
•        Enter the Quantity box the number of items you are quoting on.
•        Enter in the Product box the product name.
•        Enter in the Product Description box the description of the quoted product or products.
•        Enter in the Job Card Instructions box any special instructions that you require to inform your staff  details you enter here will appear in the Job Sheet."
•        The Job Status box is filled in automatically on quotation entry the default value for this text box is Awaiting Customer Response. Click here to learn about the Job Status Field and its importance.
•        Enter in the Delivery box the delivery timescale i.e.: 1 day , 2 weeks ect.
•        Click on the small arrow in the second box on the delivery field to select either Days Weeks or Months for the delivery timescale.
•        The Quotation Date is automatically generated when you click on new record and start making your quotation.
•        The Job issued Date is automatically generated when you change the status in the Job Status field to Job Issued,
•        The Job Status is changed when your customer is satisfied of the price and delivery and awards your company the job you then would manually change the job status.
•        The Delivery date appears automatically when you print a delivery note.
•        The Start date appears automatically when you print out a Job Sheet
•        The Finish date appears automatically when you print out a Delivery Note.
•        The days overdue appears and is calculated once the quoted delivery timescale is superseded.

6. You are now ready to proceed in entering your material and labour cost to finalize your quotation. Click on the Material Labour button to navigate to the material Labour Form as illustrated in (Fig 6) below..

     Desk Quote Professional Auto Saves when each Form is closed or when you navigate to a different form all your entry text details are automatically saved at all times.

                                                                                             (Fig 6)

7.  The Material Labour Form has now opened, please click on the New Record Button as illustrated in (Fig 7) to start entering your

material and labour costs.

                                                                                                    (Fig 7)

8. Desk Quote Professional helps in the quotation process, you can enter standard materials and operations that you consistantly use

Click on the Material Guide and Add Operation buttons to enter your materials and operations.

The Material Guide and Add Operations Forms assists and helps you produce accurate costings.

• Click on the Material Guide button and enter your standard material items for quick referencing for future quotes.

• Click on the Add Operation button and enter your Operations for quick referencing on future quotes.

• Although Desk Quote Professional automates the adding and multiplication processes the calculator above helps with some quotations.

9. After entering all your material and labour costs you are now ready to print out your Quotation .

To select your default Printer click the select printer button .

• Click the preview Button to preview your Quotation Report

• Click on the Print Button to print your Quotation Report.

Please navigate through all the features and buttons on every form to make yourself familiar with all controls.