How to create a quote | ParagonERP

How to create a quote

Introduction

Here, we'll walk you through how to create a quote in Paragon.

Step 1: Open the quote module

Open the quote module by selecting it the more menu.




Step 2: Creating a new quote

Add a new quote

This is the list view of the quotes module.



 To add a new quote, hit add new quote.


Enter in general information

Select the company name from the drop down menu.


Once the company is selected, it should auto-populate all the addresses from the customer file.

Note that the quote will not have a transaction number until the quote is saved. Once a transaction number is assigned, it will replace #####.

Select the date by hitting the calendar icon and selecting the appropriate date.


Select bill from and ship from addresses

If the bill from address was not populated when you entered the company name or the address is wrong, make sure bill from is highlighted and then select the appropriate address by hitting the drop down arrow and selecting it.

Bill from is highlighted when it appears in blue.


If the address does not exist, create a new address.


To enter or change the ship from address, make sure ship from is highlighted. It is highlighted when ship from appears in blue.


Select the appropriate address by hitting the drop down arrow and selecting it.

If the address does not exist, create a new address.


Select bill to and ship to addresses

To add or change a bill to address, make sure bill to is highlighted. It is selected when bill to appears in blue.


Select the appropriate address by hitting the drop down arrow and selecting it.

If the address does not exist, create a new address.


To add or change the ship to address, make sure ship to is highlighted. It is highlighted when ship to appears in blue.

Select the appropriate address by hitting the drop down arrow and selecting it.

If the address does not exist, create a new address.


Enter information in the attribute panel

Enter information in the attribute panel by clicking on the field and typing in the correct information or selecting it from the drop down menu.


Note that the attribute panel will be slightly different based on how your system was configured.

Add products to your quote

To add a product or line item to your quote, hit add product in the upper right hand side of the line item area.


Select all the items you would like to add to your quote by checking off the boxes on the left. If you would like to cancel the addition of line items or products, hit cancel. To add all the products, hit accept.


Once the items have been added, you can edit any of the information in the line by clicking on that field and typing in the correct information.

This is where you can enter the ordered quantity, modify the price of an item or apply a line discount. When you apply a line discount, the total is recalculated. Adding an item discount does not affect the quote discount field at the bottom. This field is reserved for a header discount that effects the quote as a whole.

You can also add more line items by selecting add product.


Add notes

If necessary, add any relevant notes. These notes won't affect anything in the system. They can be used for reminders or internal communication.



Header information

At the bottom of the quote, there are fields for discounts and other charges. The other fields, tax and total, are calculated automatically. The question mark button to the left of the tax field allows you to inquire on the tax detail breakdown.




Another screen will appear that displays the tax detail breakdown. Before saving, discounts and other charges can be added to the transaction if you'd like.

Canceling a quote

A quote can be canceled at any point before it is saved by hitting cancel in the upper left hand corner.


Saving a quote

Once you have filled in all the relevant information you can save your quote by hitting save in the bottom right hand corner.


Once the quote is saved, it will automatically be assigned a transaction number and a temp status.


I've created my quote, now what?

Once a quote has been created you can proceed in a number of ways using the green action button in the bottom right hand corner:

  • Email a quote
  • Print a quote
  • Issue or complete a quote
  • Put a quote on hold



A quote can also be edited from the detailed view.



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