Make sure you have reviewed all the previous modules prior to starting this section.Please note that since you are working on a web application, do not forget to save the form frequently and before each main step on the screen
First go to the Client space and find your client.
Click on QUOTATION to create a new one with the client detail and rate card.
Fill the Quotation details, add a title, due dates, select a content format. Then you can add the service items required for the production.
You pick them up from the catalog.
Let’s take an example; we are looking to book an Edit suite with 1 Editor.
Select the Edit onto the “Equipment” tab from the catalog.
then change the catalog tab and select the Staff then click on editor.
If you decide to add a discount, you can go ahead and enter it there.
Let’s add a short comment.
Prior to publishing the quotation, you should review the default value for publishing, where you can create a document based on the company, the language, the currency. Now please save all your settings and project quotation content and create your document as a pdf file.
You may decide to keep this as a template for further similar quote.
You will find all the saved templates on the last tab of the catalog.
Now when your quotation gets approved, you will have to click on the “Production” button to process it and schedule all bookings
This marks the completion of this module. Please save all your data and settings prior to exiting.
You are now ready to schedule your resources. Please review module 2 on how to schedule resources and follow the steps there.
You are now ready to watch the next tutorial on how to add a new client