Thursday, 27 October 2011

Quotations

Creating a Quotation in OfficeBooks is the basically the same process as creating a sale.

  1. Click the Sales option on the main menu bar.
  2. Click the New Sale link
  3. Select your customer from the Bill-to and Ship-to drop-down menus
  4. Click the New Item link and then select the product you would like to quote.
  5. Enter a lead time.  This is a text field, so you can write something sensible like "3 weeks ARO" instead of guessing at a date.
  6. Update the pricing and quantities.
  7. Use the drop-down to select applicable taxes (these are defined in your business settings)
  8. Click the check mark to save that line.  
  9. Repeat steps 4 through 8 until you have finished adding items.
  10. Click the PDF Quote button to generate a quotation.
When your customer places an order, turning this quotation into a sale is easy.  Just review the sale to ensure it matches your customer's actual order details, then click the Release button.