Viewing Quote Details |
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After you have entered the basic quote information and inserted the quote into the database, the Quote Details page is displayed, as shown in Figure 1.
Figure 1 Quote Details On the Quote Details page, you can define items (products and services) that need to be included in the quote. For more details, refer to Adding Quote Items, for any specific remarks, refer to Adding Quote Remarks, and for specifying terms and conditions, refer to Adding Quote Terms and Conditions. After entering the contact information and the list of items, the quote details display can be configured. To configure the quote’s details, you can check any or all of the checkboxes as listed below:
The column, as shown in Figure 1, displays an individual item's price, taking into account its specified quantity. For example, if 'x' costs $180, then 10 numbers of 'x' would be 10 * $180 = $1800.
Note: It is advisable to turn on both the options for easier verification. Clicking
You can add any number of items (products and/or services) to an existing quote. You can select the items from an existing catalog of products and services from a pop-up window, which is displayed by clicking the Choose button, or create a quote item using Create Item from the pop-up window, as shown in Figure 2. This pop-up window is displayed by clicking Create on the Quote Details page. Figure 2 Quote Add Item You can add remarks to a quote by:
Figure 3 Selecting Quotes Remarks Figure 4 Adding Quotes Remarks Adding Quote Terms and Conditions You can add terms and conditions to a quote by:
Figure 5 Quote Terms and Conditions |