Follow the below steps to record batch quotation.
1. Navigate to Sales -> Quotations.
2. Click ‘…’ and choose Batch Quotation.
3. Click on Add Quotations
4. The screen below will appears. Enter the details below:
You can select to key in the simple information or extended information by toggle the radio button.
Simple Field
Extended Field
Simple information
Customer | Select Customer, choose to create a new customer or existing customer. |
No | Key in Quotation No. or the system will autogenerate it. |
Date | Select a Quotation Date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Account | Select an appropriate Account. You can create a new account by clicking +Add Account. |
Item Description | Add a Description for the transaction. |
Amount | Key in the Quotation Amount. |
Tax | Key in Tax if any. *(Optional) |
Additional Extended field
Reference No. | Key in Reference no if any. *(Optional) |
Tags | Select a tag if any. *(Optional) |
Title | Key in the title of a quotation if any. *(Optional) |
Description | Key in the description of a quotation if any. *(Optional) |
Product | Select an appropriate Product. You can add multiple product by clicking on add item to quotation button. |
Quantity | Enter the quantity |
Location | Select the location if any. *(Optional) |
Unit Price | Enter the unit price |
Discount | Key in a discount if any. *(Optional) |
5. Click on Save and you're done.
Import Batch Quotation
Follow the below steps to import batch quotation.
1. Click on the import file.
2. Click on the Simple or Extended to download the template.
3. Fill in the details in the excel folder you have downloaded.
4. Next, go back to the system and click on Click to Upload.
5. Review the transaction.
6. Click Save and you’re done.