Introduction
In the world of business, quotations are an essential part of communication between a company and its customers. They provide a detailed breakdown of costs for products or services, helping customers understand what they will be paying for.
Empress offers a comprehensive Quotation Management Feature that streamlines the process of creating, sending, and managing quotations. This guide will guide you through the steps to effectively use this feature.
Feature Overview
The Quotation Management Feature in Empress is designed to help business users generate accurate and professional quotations effortlessly. It is equipped with several functionalities that cater to the dynamic needs of a business. The feature provides a user-friendly interface that allows users to:
- Create new quotations
- Edit existing quotations
- Sort and track quotations
- Set user roles and permissions
Creating a New Quotation
- From the Empress dashboard, navigate to the Quotation Management section.
- Click on the + New Quotation button to create a new quotation.
- Fill in the necessary fields such as Quotation To, Party Name, Company, Date, and Valid Till.
- Input the items or services in the Items section, specify their quantities and prices.
- If applicable, add any applicable taxes or charges in the Taxes section.
- Review the total amount in the Grand Total field. If needed, you can apply additional discounts.
- Finally, click on the Save button to save the quotation.
Remember, the ‘Quotation To’ field is a dynamic link that changes based on the selected customer or party. This feature ensures your quotation is always addressed to the correct party.
Editing an Existing Quotation
- In the Quotation Management section, select the quotation you want to edit by clicking on its title.
- Make the necessary changes in the respective fields.
- Click on the Save button to save your changes.
Sorting and Tracking Quotations
The Quotation Management Feature allows you to sort and track your quotations based on different criteria such as Status, Date, Party Name, and Order Type. This feature helps you stay organized and keep track of all your quotations in one place.
User Roles and Permissions
Empress allows you to manage user roles and permissions for the Quotation Management Feature. You can grant different levels of access to different users, such as Sales Users, Sales Managers, and Maintenance Managers. This ensures that only authorized users can create, edit, or manage quotations.
Conclusion
The Quotation Management Feature in Empress is a powerful tool that streamlines your business’s quotation process. With its user-friendly interface and comprehensive functionalities, you can easily manage quotations, thereby enhancing your business operations.
For additional non-technical resources or support, feel free to explore the Empress Help Center or contact the Empress support team.