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| Click Project Link
Button at main menu. |
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| Buttons Descriptions |
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Advanced Project Utility
Copy, List, Search, Delete Project Record.
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| Click Advanced Project Utility button. |
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| Buttons Descriptions |
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Delete
Delete existing record
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Edit
Edit
project record |
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Duplicate
Duplicate project record |
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Confirm
Confirm this project now |
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Search
Search for project record(s) |
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Refresh
Refresh this screen, give me ALL the paper records
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| Click on your target record and use Search Project to pinpoint
your designated record. Click Edit button to
open. |
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| Buttons Descriptions |
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Delete
Delete existing record
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Edit
Edit
project record |
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Duplicate
Duplicate project record |
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| Click Quotation button. |
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All the product specifications are being displayed.
You may amend any field with white-color background at your
wish.
Once you are done, click Preview Report
button. |
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Quotation report - Let璽?砂s say you wish to use
your own letterhead, payment term should be in Cash and the
Quotation title should be in Red color.
You may change this amendments by closing it first. |
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| Click on Header/Footer tab first. Then de-select Print
Letterhead. Select Payment Term as Cash on
Delivery. Finally, click on Set Font Format
button. |
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| You may amend the Quotation Format. Click the button next to
Quotation title. |
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| Make the change in Color and click OK. |
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| Notice the font belongs to Quotation title has been changed
from black to red. Click OK. |
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| Click Preview Report button. |
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Notice you have successfully make all the necessary changes in
this Quotation.
Once you are satisfied with this Quotation, you may fax, print,
email, or export this Quotation to your clients by clicking
right-hand mouse.
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