Tutorial

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.

 

3.In the Quotation Form click on the New button to start a new Quotation.

 

 NEW BUTTON

 

 

                                                                                         (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 name will then be sent to the Quotation form .

 

                                              (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 following details in your quotation.

•        Made by box the name of the person that created the quotation .
•        Contacts box the Contact person in the Company that the quotation will be sent to.
•        Quantity box the number of items you are quoting on.
•        Product box the product name.
•        Product Description box the description of the quoted product or products.
•        Job Card Instructions enter instructions for your staff which 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. 

•        Delivery box the delivery timescale i.e.: 1 day , 2 weeks ect.
•        Click the arrow in the 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 manually changed after your customer is satisfied with the quotaion and awards your the job.
•        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 cost to finalize your quotation.

 

Select your Product and Desk Quote will auto populate all the Product Name and costs.

 

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.

 

 

 

                                                                                                                              

                                                                                      

                                             

 

 After entering all your 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.