Introduction
Welcome to the Empress guide for the Quotation Items feature. In this guide, we’ll walk you through how to use this feature to help streamline your business operations.
Quotation Items is a core feature in Empress that helps you manage your quotation process. This feature allows you to track, sort and manage items that you have quoted for your customers. It’s an essential tool for businesses as it helps you to keep track of your potential sales and revenues.
Key Features of Quotation Items
Item Code and Name: You can input the Item Code and Name for each item in your quotation. The Item Code is a unique identifier for the item, while the Item Name is the descriptive name of the item.
Quantity and Rate: You can specify the quantity of the item and the rate at which you are selling the item.
Item Description and Image: You can add a description and an image for each item, providing more details to your customers.
Discount and Margin: You can specify discounts and margins for your items.
Warehouse and Reference: You can specify the warehouse where the item is stored, and reference the document that includes the item.
How to Use Quotation Items
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To add a new item to your quotation, click on the “Add Row” button at the bottom of the Quotation Items table.
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In the new row, fill in the Item Code, Item Name, Quantity and Rate for the new item.
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You can add a description and an image for the item in the “Description” and “Image” fields respectively.
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If you want to offer a discount on the item, you can do so in the “Discount and Margin” section.
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Specify the warehouse where the item is stored in the “Warehouse” field.
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Click on the “Save” button at the top of the page to save your changes.
Conclusion
Quotation Items is an essential feature in Empress that helps you to manage your quotation process more efficiently. By using this feature, you can keep track of your items, pricing, and potential sales, helping you to make more informed business decisions.
For more details or assistance, you can refer to our comprehensive Help Documentation or reach out to our Support Team.