Quotes and types of quotations

Context 1:

MASOCIETE is contacted by its client, Isabella POIREAU, who wants to renovate the reception area of her establishment. Isabelle requests a quote for the following furniture:

• A corner sofa

• A bookshelf

• 5 chairs

After checking the availability of these items, the MASOCIETE sales person prepares a quote, which is then sent to Isabelle POIREAU for approval.

Context 2:

AMB & ST has hired a manager for its new premises. As usual, she purchases furniture from MASOCIETE. Each order always includes:

• A corner desk

• A chair

• A footrest

Before confirming the order, a quote will be sent to AMB & ST for approval.

Implementation in Simax

Creation of quote

To create the quote, go to Sales > Quotation > Quotes and then click on [[New]].

We create the various items and finish with [[Save]].

Creation of quotation type

First, create the Quote type in Sales > Quotation > Quotation types and then click on [[New]].

To create the quotation type line, click on [[New]].

And [[Save]].

The quotation type is now visible in the Quotation type list.

We will now create the quote for AMB & ST by going to Sales > Quotation> Quotes and then clicking on [[New]].

After that, instead of filling in the quote lines, just select “New premises” as the Quote type and the quote lines will be filled in automatically.

Then [[Save]].