1. QMS
Quotation Management System

2. Index Login Account Regional Office Customer Zone Category City State
Supplier
Item
Currency
Currency Conversion
VAT
Enquiry
Contact
Enquiry Status
Signature Details
Charges
Total Header
Group
Process Quotation
New Quotation
Revised Quotation
Copy Quotation
Format
Optional Charges
Report Setting
EMD
Tender EMD
Dispatch
Customer Search
Enquiry Search
Contact Search
Quotation Search
Item Search
Item Wise Report
Sales Person Wise Report
All Enquiry Search
Processed Enquiry Report

3. Login Account Create New Login Account Follow the steps below.
Step 1: Click on Main Menu -> New -> Login Account.
Open the Login Creation Screen.
Step 2: Click on Add button.
Step 3: Write the ‘User Name, Password’ & Select the
Region.
For E.g.: User Name : Admin
Password : System
Region : BOM
If you want to add any New Region then
Click on Region(+) Sign.
Fields marked with * are compulsory.
Step 4: Click on SAVE button, then New Login Account is
created.
Step 5: Message is displayed as “Login Account Created
Successfully”. Click on OK button to close the
window.
Go to Index

4. Login Account Create New Login Account
Step 6: Click on CANCEL button, to cancel the
information made to Login Creation.
Step 7: To see the First, Previous, Next, Last Login.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 8: Click on CLOSE button, to close the
Login Creation Screen.
Go to Index

5. Regional Office Create New Regional Office Follow the steps below.
Step 1: Click on Main Menu -> New ->
Regional Office.
Open the Regional Office Information
Screen.
Step 2: Click on Add button.
Step 3: Write the ‘ID, Quote-ID, City, Address,
Phone, Fax, ID’.
Fields marked with * are compulsory.
Step 4: Click on SAVE button. Regional Office
Information is thus saved.
Step 5: Click on CANCEL button, to cancel the
information made to Regional Office.
Step 6: To see the First, Previous, Next, Last
Regional Office. Click on Navigation
button like First (<<), Previous (<),
Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Regional
Office Information Screen.
Go to Index

6. Customer Create New Customer Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Customer.
Open the Customer Information Screen.
Step 2: Click on Add button.
Step 3: Select Zone.
If you want to add New Zone then
Click on Zone(+) Sign.
Step 4: Select Category.
If you want to add New Category then
Click on Category(+) Sign.
Step 5: Write the ‘Customer Name, Address’.
Step 6: Select ‘City, State’.
If you want to add New City or State then
Click on City(+) Sign.
Step 7: Write the ‘Pin Code, Fax, Phone1, Phone2,
ID’.
Field marked with * are compulsory.
Go to Index

7. Customer Create New Customer Information
Step 8: Click on SAVE button, Customer
Information is thus saved.
Step 9: Click on CANCEL button, to cancel the
information made to Customer.
Step 10: To see the First, Previous, Next, Last
Customer. Click on Navigation button
like First (<<), Previous (<), Next (>),
Last(>>).
Step 11: Click on CLOSE button to close the
Customer Information Screen .
Go to Index

8. Zone Create New Zone Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Zone.
Open the Zone Information Screen.
Step 2: Click on Add button.
Step 3: Write the ‘Zone ID, Zone Name’.
Field marked with * are compulsory.
Step 4: Click on SAVE button. Zone Information is
Saved.
Step 5: Click on CANCEL button, to cancel the
information made to Zone.
Step 6: To see the First, Previous, Next, Last Zone.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Zone
Information Screen.
Go to Index

9. Category Create New Category For Customer Follow the steps below.
Step 1: Click on Main Menu -> New -> Category.
Open the Category Information Screen.
Step 2: Click on Add button.
Step 3: Write the Category ID, Category Name’.
Field marked with * are compulsory.
Step 4: Click on SAVE button, thus Category
Information is saved.
Step 5: Click on CANCEL button, to cancel the
information made to Category.
Step 6: To see the First, Previous, Next, Last Category.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Category
Information Screen.
Go to Index

10. City Create New City Information Follow the steps below.
Step 1: Click on Main Menu -> New -> City.
Open the City Information Screen.
Step 2: Click on Add button.
Step 3: Write the ‘City Name’.
Step 4: Select the ‘State Name’.
If you want to add New State then
Click on State Name(+) Sign.
Field marked with * are compulsory.
Go to Index

11. City Create New City Information
Step 4: Click on SAVE button. Hence City
Information is saved.
Step 5: Click on CANCEL button, to cancel the
information made to City.
Step 6: To see the First, Previous, Next, Last City.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the City
Information Screen.
Go to Index

12. State Create New State Information Follow the steps below.
Step 1: Click on Main Menu -> New -> State.
Open the City Information screen.
Step 2: Click on Add button.
Step 3: Write the ‘State Name’.
Field marked with * are compulsory.
Step 4: Click on SAVE button to add the new State
Information.
Step 5: Click on CANCEL button, to cancel the
information made to State.
Step 6: To see the First, Previous, Next, Last State.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the State
Information Screen.
Go to Index

13. Supplier Create New Supplier Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Supplier.
Open the Supplier Information Screen.
Step 2: Click on Add button.
Step 3: Write the ‘Supplier Quote-ID, Supplier Name,
Address, City, Country, Address, Contact
Name, Contact Designation, Pin Code, Fax,
Phone1, Phone2’.
If you want to add Terms & Condition.
Step 4: Click on ‘Terms & Conditions’,
1. Open the ‘.doc’ file -> 2. Write the ‘Terms &
Condition’ -> 3. Save the file -> 4. Close the file.
Field marked with * are compulsory.
Go to Index

14. Supplier Create New Supplier Information
Step 5: Click on SAVE button, hence
Supplier Information is saved.
Step 5: Click on CANCEL button, to cancel
the information made to Supplier.
Step 6: To see the First, Previous, Next, Last
Supplier. Click on Navigation button like
First (<<), Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the
Supplier Information Screen.
Go to Index

15. Item Create New Item Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Item.
Open the Item Information Screen.
Step 2: Click on Add button.
Step 3: Select the Supplier.
If you want to add New Supplier then
Click on Supplier(+) Sign.
Step 4: Write the ‘Part #, Part Name’ & Select the
‘Currency’.
If you want to add New Currency then
Click on Currency(+) Sign.
Step 5: Select the ‘VAT’.
If you want to add New VAT then
Click on VAT(+) Sign.
Step 6: Write the ‘Unit Price’ (e.g. 10 ). Select the
‘Effective From’ Date. Write the ‘Part
Description & Remark’.
Field marked with * are compulsory.
Go to Index

16. Item Create New Item Information
Step 7: Click on SAVE button, Item Information
is thus Saved.
Step 8: Click on CANCEL button, to cancel
the information made to Item.
Step 9: To see the First, Previous, Next, Last Item.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 10: Click on CLOSE button to close
the Item Information Screen.
Go to Index

17. Currency Create New Currency Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Currency.
Open the Currency Information Screen.
Step 2: Click on Add button.
Step 3: Write the Currency Name.
Field marked with * are compulsory.
Step 4: Click on SAVE button, hence Currency
Information is Saved.
Step 5: Click on CANCEL button, to cancel the
information made to Currency.
Step 6: To see the First, Previous, Next, Last Currency.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Currency
Information Screen.
Go to Index

18. Currency Conversion Create New Currency Conversion Screen
Follow the steps below.
Step 1: Click on Main Menu -> New -> Currency
Conversion.
Open the Currency Conversion Screen.
Step 2: Write value in ‘Rate In Rupees’ Column.
Step 3: Click on OK button, Currency is Converted
Successfully.
Step 4: Click on CANCEL button to close the
Currency Conversion Screen.
OR Following is the Process for Changing
Currency of Quotation.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
Step 2: Click on ‘$Quotation’.
Open the Quotation Screen.
Step 3: Select any ‘Currency’ and make the
changes as required.
Step 4: Click on OK button to Change the Quotation
Currency & Close the Currency Conversion
Screen.
Step 5: Click on CANCEL button, to cancel Changes
made to the Quotation Currency & Close the
Go to Index

19. VAT Create New VAT Information Follow the steps below.
Step 1: Click on Main Menu -> New -> VAT.
Open the VAT Information Screen.
Step 2: Click on Add button.
Step 3: Select or Write the VAT Percentage.
Field marked with * are compulsory.
Step 4: Click on SAVE button, thus VAT Information
is saved.
Step 5: Click on CANCEL button, to cancel the
information made to VAT.
Step 6: To see the First, Previous, Next, Last VAT.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the VAT
Information Screen.
Go to Index

20. Enquiry Create New Enquiry Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Enquiry.
Open the Enquiry Information Screen.
Step 2: Click on Add button.
Step 3: Select or Write the ‘Enquiry Date’.
Select the check box near ‘Required’ if
Follow Up is needed for enquiry.
Step 4: Select the ‘Customer Name’.
If you want to add New Customer then
Click on Customer Name(+) Sign.
Step 5: Select the ‘Contact Person’.
If you want to add New Contact Person then
Click on Contact Person(+) Sign.
Step 6: Write the ‘Customer Ref #, Enquiry Subject,
Enquiry , Enquiry Type’.
Step 7: Select the ‘Enquiry Status’.
If you want to add New Enquiry Status then
Click on Enquiry Status(+) Sign.
Go to Index

21. Enquiry Create New Enquiry Information Step 8: Select the ‘Chance %’.
Field marked with * are compulsory.
Step 9: Click on SAVE button, to save the
Enquiry Information.
Step 10: To save the current communication or
view the previous communications
Click on Customer Communication.
Step 11: Click on CANCEL button, to cancel the
information made to Enquiry.
Step 12: To see the First, Previous, Next, Last
Enquiry. Click on Navigation button like
First (<<), Previous (<), Next (>), Last(>>).
Step 13: Click on CLOSE button to close the
Enquiry Information Screen.
Go to Index

22. Contact
Create New Contact Information
Follow the steps below.
Step 1: Click on Main Menu -> New -> Contact.
Open the Contact Information Screen.
Step 2: Click on Add button.
Step 3: Select the ‘Customer Name’.
If you want to add New Customer then
Click on Customer Name(+) Sign.
Step 4: Write the ‘Contact Person, Designation,
Department, ID, Mobile #, Phone #’.
Field marked with * are compulsory.
Go to Index

23. Contact Create New Enquiry Status Information
Step 5: Click on SAVE button. Contact information
is thus saved.
Step 6: To save the current communication or
view the previous communications Click
on Customer Communication.
Step 7: Click on CANCEL button, to cancel the
information made to Contact.
Step 8: To see the First, Previous, Next, Last
Contact. Click on Navigation button like
First (<<), Previous (<), Next (>), Last(>>).
Step 9: Click on CLOSE button to close the Contact
Information Screen.
Go to Index

24. Enquiry Status Create New Enquiry Status Information
Follow the steps below.
Step 1: Click on Main Menu -> New -> Enquiry Status.
Open the Enquiry Status Information Screen.
Step 2: Click on Add button.
Step 3: Write the Status Name.
Field marked with * are compulsory.
Step 4: Click on SAVE button. Enquiry Status
Information is saved successfully.
Step 5: Click on CANCEL button, to cancel the
information made to Enquiry Status.
Step 6: To see the First, Previous, Next, Last Enquiry.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Enquiry
Status Information Screen.
Go to Index

25. Signature Details Create New Authorized Person Information
Follow the steps below.
Step 1: Click on Main Menu -> New -> Signature Details.
Open the Authorized Person Information
Screen.
Step 2: Click on Add button.
Step 3: Write the ‘Contact Person, Designation, Phone #,
Mobile #’.
Step 4: Please follow the below steps for selecting
Signature,
1. Click on ‘Browse’ button,
2. Select the proper Signature path,
For E.g.: C:\ Program Files \ Default
Company Name \ QMS SetUp1 \
Signature \ Sign5.
3. Click on OK button.
Field marked with * are compulsory.
Go to Index

26. Signature Details Create New Authorized Person Information
Step 5: Click on SAVE button. Authorized Person
Information is thus saved.
Step 6: Click on CANCEL button, to cancel the
information made to Authorized Person.
Step 7: To see the First, Previous, Next, Last
Authorized Person. Click on Navigation
button like First (<<), Previous (<), Next (>),
Last(>>).
Step 8: Click on CLOSE button to close the
Authorized Person Information Screen.
Go to Index

27. Charge Create New Charge Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Charge.
Open the Charge Information Screen.
Step 2: Click on Add button.
Step 3: Write the ‘Charge Name’.
Step 4: Select the ‘Charge Action’,
Charge Action (+) : Add the Charge in Total value.
Charge Action (-) : Subtract the Charge in
Total value.
Field marked with * are compulsory.
Step 5: Click on SAVE button, thus Charge
Information is saved successfully.
Step 6: Click on CANCEL button, to cancel the
information made to Charge.
Step 7: To see the First, Previous, Next, Last Charge.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 8: Click on CLOSE button to close the Charge
Information Screen.
Go to Index

28. Total Header Create New Total Header Information
Follow the steps below.
Step 1: Click on Main Menu -> New -> Total Header.
Open the Total Header Information Screen.
Step 2: Click on Add button.
Step 3: Write the ‘Header Name’.
Field marked with * are compulsory.
Step 4: Click on SAVE button to save the Total Header
Information.
Step 5: Click on CANCEL button, to cancel the
information made to Total Header.
Step 6: To see the First, Previous, Next, Last Total
Header. Click on Navigation button like
First (<<), Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Total
Header Information Screen.
Go to Index

29. Group Create New Group Information Follow the steps below.
Step 1: Click on Main Menu -> New -> Group.
Open the Group Information Screen.
Step 2: Click on Add button.
Step 3: Write the ‘Group Name, Group Heading’.
Field marked with * are compulsory.
Step 4: Click on SAVE button, thus Group
Information is Saved.
Step 5: Click on CANCEL button, to cancel the
information made to Group.
Step 6: To see the First, Previous, Next, Last Group.
Click on Navigation button like First (<<),
Previous (<), Next (>), Last(>>).
Step 7: Click on CLOSE button to close the Group
Information Screen.
Go to Index

30. Process Quotation Use of Process Quotation Follow the steps below.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
To create New Quotation
Step 2: Click on ‘New Quotation’.
To create Revised Quotation or Copy Quotation
Step 3: Select the Permanent Quotation, Click on
‘Revised Quotation or Copy Quotation’.
To create Accessories of Quotation.
Step 4: Select the required Quotation then
Click on ‘Format’.
To create Optional Charges.
Step 5: Select the Quotation,
Click on ‘Optional Charges’.
To create EMD Information.
Step 6: Select the Quotation,
Click on ‘EMD Screen’.
Go to Index

31. Process Quotation Use of Process Quotation
To create Dispatch Information.
Step 7: Select the Quotation, Click on ‘Dispatch’.
To change the Currency for Quotation.
Step 8: Select the Quotation, Click on ‘$Quotation’.
Step 9: Click on or PRINT or PDF or WORD
button to Open the ‘Report Setting’ Screen.
Step 10: Select the Quotation. Click on WORD, PDF
to Convert the Quotation in ‘.doc, .pdf’ file.
Step 11: Select the Quotation, Click on PRINT
button to Collect the Printout for
Quotation Report.
Step 12: Select the Quotation, Click on
button to Send the for Quotation
by Customer.
Step 13: Select the Quotation, Click on PREVIEW
button to Display the Report for Quotation.
Go to Index

32. New Quotation Create New Quotation Follow the steps below.
Step 1: Click on Quotation, Open the Process
Quotation Screen.
Step 2: Click on ‘New Quotation’.
Open the Quotation Screen.
Step 3: Select the ‘Customer Name’, modified the
‘Address’ if needed.
If you want to add New Customer then
Click on Customer Name(+) Sign.
Step 4: Select the ‘Ref.’. If needed modified the
‘Kind Att. ’(Contact Name) & ‘Designation’.
If you want to add New Ref. then
Click on Ref.(+) Sign.
Step 5: Select the ‘Supplier, Quotation Date, Validity,
Sales Person Name’.
Step 6: Click on ‘ADD’ button.
Step 7: Select ‘Part Name, Description’, Write the
‘QTY’’. If required change the ‘Price’.
Go to Index

33. New Quotation Create New Quotation
Step 8: Click on ‘CANCEL’ button, to cancel the
information made to change.
Step 9: Click on ‘SAVE’ button, the Item is added
and displayed in table.
Step 10: If required change the ‘Company Name’,
Select & change ‘Authorized Person Name’ &
change the ‘Designation’.
To add Terms & Conditions.
Step 11: Click on ‘Terms & Conditions’,
1. Open the ‘.doc’ file -> 2. Write the ‘Terms &
Condition’ -> 3. Save the file -> 4. Close the file.
To add Covering Letter.
Step 12: Click on ‘Covering Letter’,
1. Open the ‘.doc’ file -> 2. Save the file ->
Close the file.
Step 13: Select the different ‘Charges’ & Write the
Corresponding amount in the corresponding
box adjacent to it.
Step 14: Select or Write the ‘Discount’.
Go to Index

34. New Quotation Create New Quotation
Step 15: Click on SAVE button, Message is displayed
as ‘Save as Draft Quotation’,
1. If it is Clicked on “Yes” then it is saved as
Temporary Quotation.
2. If it is click on “No” then it is saved as
Permanent Quotation.
Step 16: Click on CANCEL button, to cancel the
information made to New Quotation.
Step 17: Click 0n CLOSE button to close the New
Quotation Screen .
Go to Index

35. Revised Quotation Create Revised Quotation Follow the steps below.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
Step 2: Select the Permanent Quotation & Click on
‘Revised Quotation’.
Open the Quotation Screen.
Step 3: Modified the ‘Address, Kind Att., Designation’
If you want to add New Ref. then
Click on Ref.(+) Sign.
Step 4: Select ‘Validity, Sales Person Name’.
Step 5: Click on ‘ADD’ button.
Step 6: Select ‘Part Name, Description’, Write the
‘QTY’ & Change the ‘Price’ if needed.
Go to Index

36. Revised Quotation Create Revised Quotation
Step 7: Click on ‘CANCEL’ button, to cancel the
information made to change.
Step 8: Click on ‘SAVE’ button, Item is saved and
displayed in table.
Step 9: Change the ‘Company Name’, Select &
Change ‘Authorized Person Name’ & Change
the ‘Designation’ as per the requirement.
To add Terms & Condition.
Step 10: Click on ‘Terms & Conditions’,
1. Open the ‘.doc’ file -> 2. Write the ‘Terms &
Condition’ -> 3. Save the file -> 4. Close the file.
To add Covering Letter.
Step 11: Click on ‘Covering Letter’,
1. Open the ‘.doc’ file -> 2. Save the file ->
Close the file.
Step 12: Select the different ‘Charges’ & Write the
Corresponding amount in the box
adjacent to it.
Step 13: Select or Write the ‘Discount’.
Go to Index

37. Revised Quotation Create Revised Quotation
Step 14: Write the Suffix for ‘Quotation #’.
Step 15: Click on SAVE button, Message is
displayed as ‘Save as Draft Quotation’,
1. If clicked on “Yes”, it is saved as
Temporary Quotation.
2. If clicked on “No”, it is saved as
Permanent Quotation.
Step 16: Click on CANCEL button, to cancel the
information made to Revised Quotation.
Step 17: Click 0n CLOSE button to close the
Revised Quotation Screen.
Go to Index

38. Copy Quotation Create Copy Quotation Follow the Steps below.
Step 1: Click on Quotation, Open the Process Quotation
Screen.
Step 2: Select the Permanent Quotation & Click on ‘Copy
Quotation’.
Step 3: Message is displayed as ‘Do you want to preserve
Terms & Condition of Copy Quotation’,
1. Click “Yes” means Copy the Terms & Condition
for selected quotation
2. Click “No” means Do not Copy the Terms &
Condition for Selected Quotation.
Open the Quotation Screen.
Step 4: Select the ‘Customer Name’, If needed ‘Address’
can be modified.
If you want to add New Customer then
Click on Customer Name(+) Sign.
Step 5: Select the ‘Ref.’. ‘Kind Att., Designation’ can be
modified if needed.
If you want to add New Ref. then
Click on Ref.(+) Sign.
Step 6: Select ‘Quotation Date, Validity, Sales Person Name’.
Go to Index

39. Copy Quotation Create Copy Quotation Step 7: Click on ‘ADD’ button.
Step 8: Select ‘Part Name, Description’, Write the
‘QTY’ ‘.Price may be modified.
Step 9: Click on ‘CANCEL’ button, to cancel the
information made to change.
Step 10: Click on ‘SAVE’ button, Item is added and
shown in table.
Step 11: If needed Modify the ‘Company Name’,
Select & modify ‘Authorized Person Name’
& modify the ‘Designation’.
To add more Terms & Condition.
Step 12: Click on ‘Terms & Conditions’,
1. Open the ‘.doc’ file -> 2. Write the ‘Terms
& Condition’ -> 3. Save the file -> 4. Close the file.
To add Covering Letter.
Step 13: Click on ‘Covering Letter’,
1. Open the ‘.doc’ file -> 2. Save the file ->
Close the file.
Go to Index

40. Copy Quotation Create Copy Quotation
Step 14: Select the different ‘Charges’ & Write
the Corresponding amount in the box
adjacent to it.
Step 15: Select or Write the ‘Discount’.
Step 16: Click on SAVE button Message is
displayed as ‘Save as Draft Quotation’,
1. Click on “Yes” to save as Temporary
Quotation.
2. Click on “No” to save as Permanent
Quotation .
Step 17: Click on CANCEL button, to cancel the
information made to Copy Quotation.
Step 18: Click 0n CLOSE button to close the Copy
Quotation Screen .
Go to Index

41. Format Create Format Quotation Follow the steps below.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
Step 2: Select the Quotation & Click on ‘Format’.
Open the Format Screen.
Step 3: Click on Header Name Column & select the
each Part ‘Header’.
Step 4: To Include Accessories In Total, Select
“Include Accessories In Total”.
Step 5: To display Optional Quotations, Select
“Display Optional Quotations”.
Step 6: Select the Option1 & Option2 ‘Group
Heading’.
Step 6: Select the Option1 & Option2 ‘Accessories
Step 7: Click on OK button. The ‘Optional
Charges’ Screen is opened
Step 8: Click on CANCEL button, Format Information
Screen is Closed.
Go to Index

42. Optional Charges Create Optional Charges Follow the steps below.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
Step 2: Select the Quotation & Click on ‘Optional
Charges’.
Open the Optional Charges Screen.
If you Want to Change the ‘Heading Name,
Discount, Charges’, Follow the steps below.
Step 3: Write the Option 1, Option 2 Heading.
Step 4: Select or Write the ‘Discount’.
Step 5: Select the different ‘Charges’ & Write the
corresponding amount in the box adjacent
to it.
Step 6: Click on SAVE button, thus Optional Charges
is Saved.
Step 7: Click on CANCEL button, to cancel the
changes made in Optional Charges.
Step 8: Click on CLOSE button to close the Optional
Charges Information Screen.
Go to Index

43. Report Setting Use of Report Setting Screen Follow the steps below.
Step 1: Click on Quotation. Open the Process
Quotation Screen.
Step 2: Select the Quotation, Click on ‘ or Print
or PDF or Word’.
Open the Report Setting Screen.
Step 3: Select “Your Letter Head Logo”, to Display
the ‘Logo’ on Quotation Report.
Step 4: Select “Quotation Number With Suffix”, to
display the ‘Suffix’ of Revised Quotation.
Step 5: Select “Quotation Date”, to change the
‘Quotation Date’.
Step 6: Select “Display TC File On Same Page”, to
display the ‘Terms & Condition’ in Same Page.
Step 7: Select “Display Individual Item Price”, to
display the ‘Unit Price & Total Price’ of Item.
Go to Index

44. Report Setting Use of Report Setting Screen
Step 8: Select “Display Totals”, to display the
‘Total Quotation Value’ of Quotation.
Step 9: If number of “Terms Condition File Pages”
is changed, then the ‘Terms & Condition’
Page Column Heading is not displayed.
Step 10: Select “Display Priced Bid”, to display
the ‘Unit Price, Total Price, Charges,
Total Quotation Value’.
Step 11: Click on OK button to apply all the
Settings on ‘Quotation Report’.
Step 12: Click on CANCEL button to cancel the
Setting on ‘Quotation Report’.
Go to Index

45. EMD Create EMD Information Follow the steps below.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
Step 2: Select the Quotation, Click on ‘EMD Screen’.
Open the EMD Information Screen.
Step 3: Select ‘EMD Start Date, EMD Expiry Date’.
Step 4: Write the ‘EMD-Amount’ & Select the ‘EMD-
Currency’.
Step 5: Select ‘EMD Recovered Date, EMD-Status’.
Step 6: Write the ‘Remark’.
Field marked with * are compulsory.
Step 7: Click on SAVE button, to save the EMD
Information.
Step 8: Click on CANCEL button, EMD Information
Screen is Closed.
Go to Index

46. Tender EMD Create EMD Information Follow the steps below.
Step 1: Click on Report -> Tender EMD.
Open the EMD Information Screen.
Step 2: Write the ‘Tender Number’.
Step 3: Select ‘Customer, EMD Start Date, EMD
Expiry Date’.
Step 4: Write the ‘EMD-Amount’.
Step 5: Select ‘EMD-Currency, EMD Recovered
Date, EMD-Status’.
Step 6: Write the ‘Remark’.
Field marked with * are compulsory.
Step 7: Click on SAVE button, to save the EMD
Information.
Step 8: Click on CANCEL button, EMD Information
Screen is Closed.
Go to Index

47. Dispatch Create Dispatch Information Follow the steps below.
Step 1: Click on Quotation.
Open the Process Quotation Screen.
Step 2: Select the Quotation, Click on ‘Dispatch’.
Open the Dispatch Information Screen.
Step 3: Select the ‘Dispatch Date’.
Step 4: Write the Dispatch way for ‘Dispatch Medium’.
Step 5: Write the ‘LR Number’.
Field marked with * are compulsory.
Step 6: Click on DISPATCH, Dispatch Information
is Saved & the Screen is closed.
Step 7: Click on CANCEL, Dispatch Information
Screen is Closed.
Go to Index

48. Customer Search Search the Customer Follow the steps below.
Step 1: Click on Queries -> Customer.
Open the Search Customer Screen.
Step 2: Customer can be searched by selecting
State, City, Regional Office and Category.
Step 3: To search by Customer Write the
‘Customer ID’ or Click on ‘Customer
Search’ button & Select the Customer.
Step 4: Double click on selected ‘Row’,
Open the Enquiry Search Screen.
Step 5: To Modify or Delete the Customer,
Select the Customer, Right click on
selected customer -> Modify Customer
or Delete Customer.
Go to Index

49. Customer Search Search the Customer
Step 6: Click on ‘Bulk ’, to Send the by
Customer.
Step 7: There fore 3 Option for Report Selection,
1. Address Label :- Customer Address is
displayed,
2. Customer Details :- Customer information
is displayed,
3. Contact Details :- Customer Contact is
displayed.
Select any 1 option given above & perform
the following task.
a. Click on PREVIEW button, to display
the Report for all Customer.
b. Click on PDF, WORD, EXCEL button,
to convert the Report for all Customer
in ‘.pdf, .doc, .xls’ file.
c. Click on PRINT button, to collect the
Printout for all Customer Report.
Go to Index

50. Enquiry Search Search the Enquiry Follow the steps below.
Step 1: Click on Queries -> Customer.
Open the Search Customer Screen.
Step 2: Double Click on the Row to view Enquiries
of selected Customer & its Contact.
Open the Search Enquiry Screen.
Step 3: To search the Enquiry Date wise, Select
the ‘From Date & To Date’.
Step 4: To See the Quotation,
Double click on selected ‘Row’.
Step 5: Click on PREVIEW button, to display
the Report for Customer ‘Enquiry Date
& Dispatch Information’.
Step 6: Click on PDF, WORD, EXCEL button,
to convert the Customer ‘Enquiry Date
& dispatch Information’ Report in ‘.pdf,
.doc, .xls’ file.
Step 7: Click on PRINT button, to collect the
Printout for Customer ‘Enquiry Date
& Dispatch Information’ Report.
Back to Customer search.
Go to Index

51. Contact Search Search the Contact Follow the steps below.
Step 1: Click on Queries -> Contact.
Open the Search Contact Screen.
Step 2: To search the Contacts Customer wise,
Write the ‘Customer ID’ or Click on ‘Select
Customer’ & select the Customer.
Step 4: Double click on selected ‘Row’,
Open the Enquiry Search Screen.
Step 3: To Modify or Delete the Contact,
Select the Contact, Right click on selected
contact -> Modify Contact or Delete Contact.
Step 4: Click on ‘Bulk ’, to send the
by Contact Person of all Customer.
Go to Index

52. Contact Search Search the Contact
Step 5: There fore 2 Option for Report Selection,
1. Contact Details :- Customer Contact is
display,
2. Contact Label :- Contact Person Address
is display.
Select any 1 option given above & perform
the following task.
a. Click on PREVIEW button, to display the
Report for Contact Details of all Customer.
b. Click on PDF, WORD, EXCEL button, to
Convert the Contact Details of all Customer
Report in ‘.pdf, .doc, .xls’
c. Click on PRINT button, to collect the
Printout for Contact Details of all Customer
Report.
Go to Index

53. Quotation Search Search the Quotation Follow the steps below.
Step 1: Click on Queries -> Quotation.
Open the Search Quotation Screen.
Step 2: Quotation can be searched by selecting
Customer, Supplier, Supplier Quote-ID,
Regional Office Quote-ID.
Step 3: To search the Quotation Date wise , Select
the ‘From Date & To Date’.
Step 4: To see the Quotation,
Double click on selected ‘Row’.
Step 5: There fore 3 Option for Report Selection,
1. Quotation-Detail :- Quotation information
is displayed,
2. Dispatch-Summary :- Dispatch information
3. Quotation-Summary :- Quotation Summary
is displayed.
Go to Index

54. Quotation Search Search the Quotation
Select any 1 option given above & perform the
following task.
a. Click on PREVIEW button, to display the
Report for all Quotations.
b. Click on PDF, WORD, EXCEL button, to
convert the Report for all Quotations in
‘.pdf, .doc, .xls’ file.
c. Click on PRINT button, to collect the
Printout for all Quotation Report.
Go to Index

55. Item Search Search the Item Follow the steps below.
Step 1: Click on Queries -> Item.
Open the Item Search Screen.
Step 2: Item can be searched by selecting Supplier,
Part # (Part Number), Part Name.
Step 3: To display Long Description, select
“Display Long Description”.
Step 4: To Modify or Delete or Search Quotation,
Select the Item, Right click on selected
Item -> Item Details or Delete Item or
Search Quotation.
Go to Index

56. Item Search Search the Item
Step 4: There fore 2 Option for Report Selection,
1. Price List Report :- Display the Supplier
wise Item & its Price,
2. Detail Report :- Display the Supplier
wise Item, Price & its Description.
Select any 1 option given above & perform
the following task.
a. Click on PREVIEW button, to display
the Report for all Items.
b. Click on PDF, WORD, EXCEL button,
to convert the Report for all Items
in ‘.pdf, .doc, .xls’ file.
c. Click on PRINT button, to collect the
Printout for all Item Report.
Go to Index

57. Item Wise Quotation Search
Search the Item Wise Quotation
Follow the steps below.
Step 1: Click on Reports -> Item Wise Report.
Open the Item Wise Quotation Search
Screen.
Step 2: Quotation can be search by selecting
Supplier, Item, From Date, To Date,
Customer.
Step 3: Click on PREVIEW button, to display
the Report for Item Wise Quotation.
Step 4: Click on PDF, WORD, EXCEL button
to convert the Report for Item Wise
Quotation in ‘.pdf, .doc, .xls’ file.
Step 5: Click on PRINT button, to collect the
Print out for Item Wise Quotation Report.
Go to Index

58. Sales Person Wise Quotation Search
Search the Sales Person Wise Quotation
Follow the steps below.
Step 1: Click on Reports -> SalesPerson wise
Report.
Open the Sales Person Wise Quotation
Screen.
Step 2: Quotation can be search by selecting
Sales Person, Customer, From Date,
To Date.
Step 3: Click on PREVIEW button, to display the
Report for Sales Person Wise Quotation.
Step 4: Click on PDF, WORD, EXCEL button,
to convert the Report for Sales Person
Wise Quotation in ‘.pdf, .doc, .xls’ file.
Step 5: Click on PRINT button, to collect the
Print out for Sales Person Wise Quotation
Go to Index

59. All Enquiry Search Search the All Enquiry Follow the steps below.
Step 1: Click on Report -> All Enquiry Search.
Open the All Enquiry Search Screen.
Step 2: Quotation can be search by selecting
Customer, Enquiry Status.
Step 3: To display the Chance wise Enquiry,
to Check the Chance % & select Chance
value.
Step 4: To display the Date wise Enquiry,
to Check the Apply Date Criteria &
select ‘From Date & To Date’.
Step 5: To Modify or Delete the Enquiry,
Select the Enquiry, Right click on
selected Enquiry -> Modify Enquiry or
Delete Enquiry.
Go to Index

60. Process Enquiry Search
Search the Process Enquiry
Follow the steps below.
Step 1: Click on Report -> Processed Enquiry
Search.
Open the Enquiry Search Screen.
Step 2: To display the Date wise Enquiry,
to Check the Apply Date Criteria &
select ‘From Date & To Date’.
Step 3: Quotation can be search by selecting
Customer, Enquiry Status.
Step 4: To display the Chance wise Enquiry,
to Check the Chance % & select Chance
value.
Step 5: There fore 2 Option for Report Selection,
1. Detailed Report :- Enquiry information
is displayed,
2. Summery Report :- Enquiry Summery
is displayed.
Go to Index

61. Process Enquiry Search
Search the Process Enquiry
Select any 1 option given above &
perform the following task.
a. Click on PREVIEW button, to display the
Report for all Enquiry.
b. Click on PDF, WORD, EXCEL button, to
convert the Report for all Enquiry in
‘.pdf, .doc, .xls’ file.
c. Click on PRINT button, to collect the
Printout for all Enquiry Report.
Go to Index