Create quote - Revision history

Andrii at 14:19, 27 September 2022

2022-09-27T14:19:07Z

Andrii: /* New Quote from Quote request */

2022-08-16T11:54:51Z

‎New Quote from Quote request

Andrii at 11:51, 16 August 2022

2022-08-16T11:51:50Z

Andrii at 11:51, 16 August 2022

2022-08-16T11:51:25Z

Andrii at 11:43, 16 August 2022

2022-08-16T11:43:27Z

Andrii at 07:00, 26 July 2022

2022-07-26T07:00:33Z

Andrii: /* New quote */

2022-07-26T06:56:48Z

‎New quote

Andrii: /* New quote */

2022-03-25T10:07:26Z

‎New quote

Andrii: /* New quote */

2022-03-25T10:06:57Z

‎New quote

Andrii: /* New quote */

2022-03-25T10:04:38Z

‎New quote

@@ Line 7: / Line 7: @@
 There are two ways to create a quote:
-. Press the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
+. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
 [[File:New quote.png|border|100px]]
-. Or you may go to '''Quotes => Quotes list''', and press the '''"New quote"''' button:
+. Or you may go to '''Quotes => Quotes list''', and click the '''"New quote"''' button:
 [[File:New quotes from.png|border|900px]]
@@ Line 38: / Line 38: @@
 [[File:Taz taz.png|border|900px]]
-. Check if everything is correct and press '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications):
+. Check if everything is correct and click '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications):
 [[File:Quote details 1.png|border|900px]]
@@ Line 82: / Line 82: @@
 [[File:Quote request list.png|border|1000px]]
-Having checked the quote request detail, press the '''"Create quote"''' button:
+Having checked the quote request detail, click the '''"Create quote"''' button:
 [[File:Screensh1ot 1.png|border|650px]]
@@ Line 106: / Line 106: @@
 [[File:Status rejected.png|border|300px]]
-At all steps the manager can move to '''Draft''', '''Clone''' or '''Delete''' the quote by pressing the corresponding buttons:
+At all steps the manager can move to '''Draft''', '''Clone''' or '''Delete''' the quote by clicking the corresponding buttons:
 [[File:Draft clone delete.png|border|250px]]

@@ Line 68: / Line 68: @@
 [[File:Quote finances summary.png|border|400px]]
-=='''New Quote from Quote request'''==
+=='''New Quote from quote request'''==
 If you get a quote request from a client, first you will receive an email notification with the details:

@@ Line 13: / Line 13: @@
 . Or you may go to '''Quotes => Quotes list''', and press the '''"New quote"''' button:
-[[File:New quotes from.png|border|1070px]]
+[[File:New quotes from.png|border|900px]]
 In both cases, it will open the '''New quote''' page where you can specify all the basic details for the quote:
-[[File:New quote page.png|border|1070px]]
+[[File:New quote page.png|border|1000px]]
 . Record the quote with the '''"Create"''' button.

@@ Line 1: / Line 1: @@
-New quote page: cloud.protemos.com/quote/create
+''New quote page: [https://cloud.protemos.com/quote/create cloud.protemos.com/quote/create]''
 ----
@@ Line 13: / Line 13: @@
 . Or you may go to '''Quotes => Quotes list''', and press the '''"New quote"''' button:
-[[File:New quotes from.png|border|800px]]
+[[File:New quotes from.png|border|1070px]]
 In both cases, it will open the '''New quote''' page where you can specify all the basic details for the quote:
-[[File:Create quote1.1.png|border|800px]]
+[[File:New quote page.png|border|1070px]]
 . Record the quote with the '''"Create"''' button.

← Older revision		Revision as of 11:43, 16 August 2022
Line 1:		Line 1:
−	New quote page: ~~https://~~cloud.protemos.com/quote/create	+	New quote page: cloud.protemos.com/quote/create

	----		----

← Older revision		Revision as of 07:00, 26 July 2022
Line 120:		Line 120:

	If necessary, you can also '''<U>[[Quote jobs section\|add jobs]]</U>''' and '''<U>[[Quote payables section\|payables]]</U>''' to quotes. For more info, check the article below.		If necessary, you can also '''<U>[[Quote jobs section\|add jobs]]</U>''' and '''<U>[[Quote payables section\|payables]]</U>''' to quotes. For more info, check the article below.
		+
		+	===Jobs and payables in quotes===
		+
		+	To add a job, click the "New job" button:
		+
		+	[[File:Add job to quote1.png\|border\|900px]]
		+
		+	Once the job is created, you can add payables:
		+
		+	[[File:Add payables to quote1.png\|border\|900px]]
		+
		+	Having added receivables and payables, you will be able to see a profit and profit margin in a quote finances summary:
		+
		+	[[File:Quote finances summary.png\|border\|400px]]

	=='''New Quote from Quote request'''==		=='''New Quote from Quote request'''==

← Older revision		Revision as of 06:56, 26 July 2022
Line 67:		Line 67:

	[[File:Quote finances summary.png\|border\|400px]]		[[File:Quote finances summary.png\|border\|400px]]
		+
		+	=='''New quote'''==
		+
		+	<span style="color:red">Features described below will be available with the forthcoming system release.</span>
		+
		+	There are two ways to create a quote:
		+
		+	1. Press the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
		+
		+	[[File:New quote.png\|border\|100px]]
		+
		+	2. Or you may go to '''Quotes => Quotes list''', and press the '''"New quote"''' button:
		+
		+	[[File:New quotes from.png\|border\|800px]]
		+
		+	In both cases, it will open the '''New quote''' page where you can specify all the basic details for the quote:
		+
		+	[[File:New quote page.png\|border\|1000px]]
		+
		+	3. Record the quote with the '''"Create"''' button.
		+
		+	4. Having created the quote, you can
		+	'''<U>[[Quote files section\|upload the files or links to files]]</U>''' (file URLs) you received from the client if any:
		+
		+	[[File:FILES.png\|border\|900px]]
		+
		+	5. Then you may upload '''<U>[[Quote CAT logs section\|CAT log files or enter them manually]]</U>''' if needed:
		+
		+	[[File:Calogs.png\|border\|900px]]
		+
		+	6. '''<U>[[Quote receivables section\|Enter receivables]]</U>''' to indicate the amount to be charged from the client:
		+
		+	[[File:New receivables.png\|border\|900px]]
		+
		+	7. In the '''Taxes''' section you can '''<U>[[Quote taxes section\|define taxes]]</U>''' so that your client can see how much you are going to charge them with taxes included:
		+
		+	[[File:Taz taz.png\|border\|900px]]
		+
		+	8. Check if everything is correct and press '''"Send"''' to '''<U>[[Send quote\|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications):
		+
		+	[[File:Quote details 1.png\|border\|900px]]
		+
		+	9. Once the quote is sent, the client can '''Accept''' or '''Reject''' the quote. '''Or you can move forward the quote by marking it as accepted or rejected''':
		+
		+	[[File:121.png\|border\|900px]]
		+
		+	10. Having accepted the quote both you and the client can '''"Create project"'''
		+
		+	[[File:21.png\|border\|900px]]
		+
		+	<span style="color:red">'''Note:'''</span> The account administrator can disable project creation by clients.
		+
		+	If necessary, you can also '''<U>[[Quote jobs section\|add jobs]]</U>''' and '''<U>[[Quote payables section\|payables]]</U>''' to quotes. For more info, check the article below.

	=='''New Quote from Quote request'''==		=='''New Quote from Quote request'''==

@@ Line 52: / Line 52: @@
 <span style="color:red">'''Note:'''</span> The account administrator can disable project creation by clients.
-If necessary, you can also '''<U>[[Quote jobs section|add jobs]]</U>''' and '''<U>[[Quote payables section|payables to quotes]]</U>'''. For more info, check the article below.
+If necessary, you can also '''<U>[[Quote jobs section|add jobs]]</U>''' and '''<U>[[Quote payables section|payables]]</U>''' to quotes. For more info, check the article below.
 ===Jobs and payables in quotes===