Overview of Quotation Option in Marg Software

Process to Create Quotation for Ledger/Party in Marg Software

Process To Load Quotation In Sale Bill In Marg Software

OVERVIEW OF QUOTATION OPTION IN MARG SOFTWARE

• A Quotation is a type of document that the suppliers or vendors provide to their customers in which the price of goods and services are specified.

• The users can also prepare the quotation document upon customer request.

PROCESS TO CREATE QUOTATION FOR LEDGER/PARTY IN MARG SOFTWARE

• Go to Transactions > Quotation > New.

• A ‘Quotation Entry’ window will appear.

• The user will feed the date as per the requirement.

• Suppose feed '05-08-2019'.

• A ‘Ledgers’ window will appear.

• The user will select the Ledger/Party whose quotation needs to be created.

• Suppose select ‘Abhay Singh’.

• A ‘Store Whole’ window will appear.

• The user will select the Items as per the requirement.

• Suppose select ‘Amifru 40’.

• Now, the user will mention the Qty of the Item as per the requirement.

• Suppose mention '10'.

• Now, the user will load other items by pressing 'Enter' key. 

• A 'Store Whole' window will appear.

• Suppose select 'Crocin Pain Relief'.

• The user will mention the Qty and then keep pressing 'Enter' key.

• Similarly, the user can load the items and mention the quantity for the respective Ledger/Party as per the requirement.

• Now, press 'Tab' key in order to save the Quotation Entry.

• Click ‘Yes’ to save the changes.

• In order to go on the main screen press 'ESC' key

PROCESS TO LOAD QUOTATION IN SALE BILL IN MARG SOFTWARE

• Go to Transactions > Sale > Bill.

• A ‘Sale Entry’ window will appear.

• The user will select the Ledger/Party as per the requirement.

• Suppose select ‘Abhay Singh’.

• The user will press 'Ctrl+T' key.

A ‘Load Bill’ window will appear with different fields:

1. Copy of Bill No.: It means that if there is any bill in which all the quotation items are being included along with same quantity and other details and the user needs to load it in the bill. So, mention the ‘Bill No.’ here.

2. Quotation No.: Mention the Quotation No. which needs to be load.

3. Batch Selection On: It means that whether the user needs to do the selection of the items on Fifo basis or on Issued basis.

Here, 'Fifo' means that the batch which is being created first and ‘Issued’ means the batch which is required to be issued as per the user’s requirement.

Suppose select 'Fifo'.

• An 'Item Description' window will appear.

• The user can view all the quotation items and other details.

• The user will press 'F10' key to load the Quotation Items in the bill.

• The user can now view that the quotation items will get loaded in the bill. 

• The user will press ‘Tab’ key to save the Sale Bill.

• Click on 'Yes' to save the Bill.

After following the above steps, the user can create Quotation and Load in Sale Bill.