How to Create a Sales Quotation in LMS System
Learn step-by-step how to create a sales quotation in your Customer Relationship Management system, including adding customers, items, taxes, and terms and conditions.
By Heah Huiwen
In this guide, we'll learn how to create a sales quotation in LMS system.
Guide to create a sales quotation in LMS system.
To create a quotation, go to Customer Relationship and select Sales Quotation.
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Click here
Select NEW to create a new quotation.
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Click on "NEW"
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For the subject, enter the quotation category.
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If it's a new customer, select "new customer" and enter the customer's name.
If the customer already exists, you can enter their name here and select it.
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Type the customer's name and select it.
Select the salesperson's name, then enter the customer's name.
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Click here
Next, you can add an item to the quotation.
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Click on "ADD ITEM"
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Click on "Search" icon.
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Type "Item Code / Name".
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Click on "SUBMIT"
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on the item.Click on "Select"
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Type the quantity.
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Select "NA2 Not Applicable Sup" for non-tax items.
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Select "ST05-5 % Sales Tax" for tax items (Acetylene Gas).
Enter the price.
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Enter the price per unit.
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Click on "UPDATE"
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Click on "CUSTOMER" and update the customer's address and contact details.
For guest items, you can select the terms and conditions for the guest.
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Click on "TERMS & CONDITIONS" to update terms and conditions - payment term and delivery term.
Lastly, save and submit for approval through (ACTIONS) button. Then, go to "TEMPLATE" and then select "Detailed - Quotation Specification" and click "Download" icon to download quotation.