Define and handle Quotations

Go to the panel on the left side and click on the Lease tab.

Scroll down and click on the Quotations module.

Click on the +CREATE NEW LEASE QUOTATION button.

A form will appear. Here put the date, customer name, contact person (if customer is a company), and then enter the vehicle details. If you want to add more than one vehicle for a single customer, click om the Add Row option below every vehicle detail. Also specify rate/month for each year as per demand.

Now, click on the SAVE button.

All quotations will appear as a list in the window.

You can view, edit, or delete by clicking on the ACTIONS button.

If you have to search a specific quotation, put lease quotation number or customer name, internal approval status, customer approval status, and/or date. Then, click on the REFRESH button.

Click HERE if you have a query or an issue.