Quotation

Contracting Quotation

 Quotation can be generated in two ways:

  1. Direct link From Enquiry search window.
  2. Through Contracting Quotation Menu.
1. Direct Link From Enquiry Details page.
  • User will able to create Quotation from Enquiry details page by click On “Gen.Quotation.”
  • Because of Direct click of Generate Quotation user get all Details of client directly in contracting quotation page
  • User Have to fill quotation details with Right product and Enter QTY against that product which Customer Want.
  • Click on save button
  • Quotation generate successfully message Display and also Quotation no. generate.
2. Contracting Quotation from Menu
  • By Click on Marketing Select Quotation menu and from that select Quo. Contracting.
  • Contracting Quotation Details page Display Click On New Quotation
Contracting Order registration

Contracting order create via two Different Way.

  1. Via contracting Quotation page and
  2. From contracting order registration menu.
1. Direct link for Order Registration.

User open a Contracting order page through link “Generate Order “ from Quotation Details Page.

Quotation Submit.
  1. User have to Submit Quotation first without submit Quotation User not able to generate Contracting order.
  2. If user Not Submit Quotation then user will get “Can’t Generate Order” message.
Contracting Order Page
  1. User get details of order in contracting order page like
  2. quotation no. and client details.
  3. Enter PO NO.
  4. Enter WO no.
  5. Enter Item No.
  6. Click on Save button.
  7. Order generate successfully and Order No. Display.
Contracting order registration window from menu.
  1. By Click on Contracting Select Contracting order Registration menu.
  2.  Contracting Order Details page Display Click On New Order.
  3. Contracting order page display.