You can press [Quotation] button from the Main Window, then press [Insert] button in the Quotation Listing Dialog, press [Select] button to select a customer, then start to add items and sub-items. (Trial version includes a quotation sample, you can read it as areference).
You can press [Item] button to select an item. The system will list the items of the first category. You can use mouse double-click the item to select an item. If this item will contain some sub-items, you do not need to enter the price and quantity, then press [Save] button to create an item.
You can select the item, then press [Sub-Item] to insert sub-items to the item. You can double-click the sub-item, then enter the price and quantity and then press [Save] button to insert a sub-item. (You can also modify the Item Description)
You can go on to insert some sub-items, then press [Close] button in Item Listing Dialog.
You can press [Item] button to insert some items, select item then press [Sub-Item] button to insert some sub-items. After all, you can press [Print] button to print the quotation. Finally, press [Save] button to save the quotation.
Other functions are described below:
Sometime an item will show into two pages. If you want to make the whole item in one page, you can insert blank. You can select a position in the list, then press [Blank] button to insert a blank line.
Select an item (or sub-item), then press [Delete] button. If the item contains sub-items, all the sub-items will be deleted.
Select an item (or sub-item) then press [Update] button, or double-click the sub-items can modify the item description, unit, price and quantity of a sub-item.
The quotation can support maximum three levels. You can click the [+] or [-] to expand or collapse an item. You can click [Expland All] or [Collapse All] button to expand or collapse all items.
The system suport Drag-and-Drop function to move an item or sub-item to any position in the list.
It is time-consuming to create a new quotation. To save the time, you can press [Load] button and select a previous quotation, the items and sub-items will be loaded to current quotation. (You can only use this function when you create a new quotation)
Quotation Printing will print the summary. If you do want to include the summary, you can un-select this option.
Quotation Printing canl print the signature. If you do want to include the summary, you can un-select this option.
You can enter the discount price. If you do not want to use discount price, you can set it as zero.
You can change thes width of "Item", "Quantity", "Unit", "Price" and "Amount" column by adjusting the header of each column. When you press [Save] button, the width setting will be saved.