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PowerSuite MOB User Guide

5.3              Quotation System 5.3.1          Quotation Entry - Add  5.3.2          Proforma Invoice 5.3.1          Quotation Entry - Add  Step 1: Select the Add radio button, the following window will pop up.   Step 2: Select a Customer No. from the drop down list, the corresponding customer’s information will fill in the fields. Click the calendar icon beside the Date fields to set the date.   Step 3: Click the ? icon beside the Proforma Invoice No. to get a Proforma Invoice number for this quotation entry. This number is auto generated by the system and it is unique. Every time you click the button, you will get a number which will not be repeated.   Step 4: Select an Item from the drop down list, and fill in the quantity and unit price for each goods you want to set for this quotation entry.   You can click Search Goods button to search a goods if you do not want to pick up one from the drop down list. Set the Component Type and Product Brand to search a Goods Number and input it directory to the Item field.   Top  5.3.2          Proforma Invoice  After Add the quotation record, go to Proforma Invoice  and set searching criteria, you can access this window from main menu or the icon at the top right side of  the Quotation Entry screen. If you have a digital signature right, input the password and click sign to go the Proforma Invoice with your company chop and signature.  You will get the Proforma Invoice like following, to see the whole page, go to Appendix – sample report.     Top