A Comprehensive Guide to Managing and Creating Sales Quotations #

Overview #

Sales quotations allow wholesale businesses to provide potential customers with a detailed price breakdown before finalizing an order. This module supports manual entry, bulk item management, agent orders, and integrated email/print options. #

Navigation #

1. Go to the Wholesale tab.
2. Under Order Infos, click Sales Quotations.

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3. A list of existing quotations will appear.
4. Right-click on any record to access key functions:

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• Add Quotation (Manual Add, Scan Add, Agent Add Quotation)
• Duplicate, Edit, Create Sales Order, Create Agent Order
• Repair GPR, Repair Weight/Volume
• Send Customer Quote Email
• Close
• Print/Export Options

Adding a Quotation – Manual Add #

Step 1: Hover over Quotation No., right-click → Add Quotation → Manual Add. #

Step 2: Fill in important fields: #

• Customer (required) – Enter customer name, ship address, or phone, then click Select.

• Quotation Date, Mode of Transport, Buyer, Term, Stock in Company – auto-filled by default.
• PO Number (if provided).
• Ship Date – required for finalization.

Step 3: Add products: #

• Hover over Product field → Right-click → Add Item.
• Enter Vendor Number Code (provided by the team, e.g., Susie for Yiwu PFA orders).
• Input Quantity and Unit Price (provided by the team).

Step 4: Click Save and Close to generate the CQ number. #

Adding a Quotation – Multi Add #

Step 1: Follow the same process as Manual Add for filling in customer and quotation details. #

Step 2: Hover over Product field → Right-click → Multi Add Item. #

• Enter Vendor Number Code in Search for Keyword field.
• Select products from the search results.
• All chosen products will appear in the Selected Items field. Click Confirm.

Step 3: Adjust Qty/MOQ and Unit Price as needed.
Step 4: Click Save and Close to generate the CQ number. #

Searching for a Quotation #

• By Number – Enter CQ number in Search by Number field.
• By Creator – Enter the user’s name in Search by User Name or Real Name field.

Creating an Agent Order (Example: Primal Elements) #

1. Search and open the CQ number.
2. Right-click → Create Agent Order.
3. For Primal Elements orders:
   • Set Delivery Corp and Stock Company to MY TRADING INC.
4. Click Save and Close.
5. Quotation Status will change to CONFIRMED.

Sending and Printing Quotations #

• Send Customer Quote Email – Requires Customer Quote Order No., Customer Name, Email Address.
• Print/Export Options:
  • Print Quotation Sheet (PDF – English/Chinese)
  • Export Quotation Sheet (Excel)
  • Print Sub Pic (PDF with images)

Adding a Bulk Order Under Every Category  #

Step 1: Go to Wholesale → Sales Quotations. #

Step 2: Add Quotation → Manual Add. #

Step 3: Insert customer  and set Ship Date (today’s date unless otherwise specified). #

 Step 4: At the product list, right-click → Multi Add Item. #

Step 5: Select Category → choose the category for the order (each category uses one sales quotation). #

 Example:  For the  “Summer” category – right-click, Select All, then Confirm. #

Step 6: Ensure units are in PCS and have available stock. #

Step 7: If stock is “0” and highlighted in blue, remove the item. Only keep items with red/orange/green stock indicators. #

Step 8: Save and Close. #

Fixing “Product Sales Price Details” #

1. Go to the Wholesale tab.
2. Under Order Info, click Sales Quotations.
3. The quotation list will appear.

Fixing Product Sales Price Details #

Step 1 – Locate the Quotation #

• Search for the quotation using the Order Number.
• Right-click on the order and select Edit Quotation.

Step 2 – Access the Pricing Tool #

• In the quotation screen, click the gear icon.

Step 3 – Auto-Fix Pricing #

• The system will automatically refresh and correct the product sales price details.

Step 4 – Save the Changes #

• Click Save and Close to finalize the updated pricing.

Notes & Best Practices #

• Always verify the corrected prices before saving, especially for high-volume orders.
• This process is for Sales Quotations; for confirmed Sales Orders, use the Refresh Sale Price option.

Regularly refreshing product prices can prevent discrepancies and speed up order processing.