1. Overview
Step 1 : Click All Quotation menu under “CRM Module”.
The created quotation will appear in list of quotations.
Step 2 : Click Duplicate Quote under all quotation list action.
Create duplicate quote have three section , such as Client Details, Quotation Details and Quotation Item.
Note : The fields having * marks indicates mandatory fields.
2. Client Details
1. Click New add new client name.
Please refer https://help.splus.one/knowledgebase/client-creation/ for how to create new client name.
2. Click Edit this client detail edit client detail.
Please refer https://help.splus.one/knowledgebase/edit-client/ for how to edit client detail.
3. Click New add new project name.
Please refer https://help.splus.one/knowledgebase/project-creation/ for how to create new project name.
4. Click New add new attention.
Please refer https://help.splus.one/knowledgebase/test for how to create new attention name.
5. Click Edit this client contact edit client contact.
Please refer https://help.splus.one/knowledgebase/edit-client-contact/ for how to edit client contact.
Step 3 : Enter client details.
- Client Name : Select client name.
- Project Name : Select project name.
- Attention : Select attention.
- MCST : Enter MCST.
- P.O. No : Enter P.O. No.
- Post Code : Select country code and enter post code.
- Block-Street-Area : Enter block-street-area.
- Floor / Unit : Enter floor or unit.
- Subject : Enter Subject.
3. Quotation Detail
Step 4 : Enter quotation details.
- Quotation Date : Select quotation date.
- Expiry Date : Select expiry date.
- Attachments : .
- Subject : Enter Subject.
- Show MA Name : Select Yes or No. If you select Yes MA Name will show an invoice.
- Hide Client Name : Select Yes or No. If you select Yes Client Name will hide an invoice.
4. Quotation Item
- Click Add Item Group add item group.
- Click Add Discount add discount.
- Click Add Note add note.
4.1. Add Item Group
Step 5 : Enter item group
- Group Type : Select group type.
- Shift : Select shift. Shift input will show based on group type.
- Group Header : Enter group header.
- Click Add Item
Step 6 : Enter item detail
- Image : Add item related image.
- Description : Enter item description.
- Quantity : Enter item quantity.
- Unit Amount : Enter cost per item.
- Line Total : Will show multiplication of Quantity and Unit Amount
- Sub Total : Will show Line Total value.
- GST Total : Select GST percentage and based on GST percentage calculated from Sub Total value.
- Total Amount : Adding Sub Total and GST Total value.
4.2. Add Discount
Step 7 : Enter discount detail.
- Discount Type : Select discount type.
- Description : Enter discount description.
- GST : Select GST percentage.
- Discount Amount : Enter discount amount.
- Sub Total : Will show subtract Discount Amount from Line Total value.
- GST Total : Select GST percentage and based on GST percentage calculated from Sub Total value.
- Total Amount : Adding Sub Total and GST Total value.
4.3. Add Note
Step 8 : Enter Note.
Step 9 : Enter note and terms & condition.
Click Create duplicate quotation has been updated successfully.