A Guide to the Evergreen Trading System

Quotation

Steps to create a new quotation:

  1. Open the Customer List: Application Menu - Sales Processing - Customer List
  2. Locate the customer and click the Create Quotation link at the right side to open the Quotation screen.
  3. Check the Ship To and Bill To sections and make sure the contact / address information are correct.
  4. Fill in necessary information in the Remarks and Terms & Conditions sections.
  5. Select the products you need to include in this quotation by clicking the select icon next to the Product Code text box.
  6. Fill in the quantity / unit price for every product you selected.
  7. Click the Save button at the bottom of the page to create this quotation.
  8. You may click the Print button to print this quotation.

Steps to modify an existing sales order:

  1. Open the Quotation List: Application Menu - Sales Processing - Quotation List
  2. Locate the quotation you want to modify and click the Edit link at the right side to open the Quotation screen.
  3. Make your modification and Click the Save button to confirm the changes.

Steps to cancel an existing quotation:

  1. Open the Quotation List: Application Menu - Sales Processing - Quotation List
  2. Locate the quotation you want to cancel and click the Cancel link at the right side.

Steps to export a quotation into Excel:

  1. Open the Quotation List: Application Menu - Sales Processing - Quotation List
  2. Locate the quotation you want to export and click the List Details link at the right side.
  3. System will show the product details for the selected quotation. You may click the Excel icon to export those data into an Excel file.

Steps to create sales order for a quotation:

  1. Open the Quotation List: Application Menu - Sales Processing - Quotation List
  2. Locate the quotation you want to create sales order and click the Create Sales Order link at the right side.
  3. System will show the sales order screen. Please refer to the sales order guide for help.