SlideShare a Scribd company logo
Sugar CRM For Traders
Sugar CRM for Steel Traders: 1.  Login  into the database of sugar CRM using  User  name and the  Password.
2.  In Main Menu bar -> Sales -> Accounts -> Click on  Create Account,  to create a new Customer account.
3.  A new account form appears on the screen.  Enter Customer details and  Save.
4.  In Main Menu bar -> Sales -> Contacts -> Click on  Create Contact  to enter the contact person details and assign the customer Account created for it.
5.  In Main menu bar ->In  Quotes  -> Click on  Quotes  . List of already existing Quotes appear on the screen.
6.  Click on  Create Quote  option on the left side of the screen to create a new Quotation
7.  Enter the  Quotation name , Select the  Account  and Click on  Populate Address.  Address related to the account is auto-populated in Address fields.
8 . Select the  Quote's Validity  date.
9.  Enter the Basic Price, Freight and select VAT values in their respective fields. ED+Cess is automatically calculated.
10. If  SEZ (Special Economic Zone) option is selected, taxes like VAT, ED+Cess will not be applicable.
11.  Finally click on  Save   to save the Quote.
12 . Next Click on  Generate PDF  on the top of the Saved Quote.
13.  Report of the Quote is generated in the PDF format.
14.  Next click on  Send PDF to Client  to send PDF to client through mail.
15.  PDF is sent to the customer mail ID which is configured in the database.
16.  Next Click on  Send for Approval  on the top of the saved Quote.
17.  A pop-up window appears with the Quote which is in Edit mode by clicking on  Send for  Approval.
18.  Enter required Product Quantity, can change the Price of the Product and finally  Save  the quote.
19.  Waiting for Approval  option appears on the top of the Quote.
20.  Next click on  Send Request  option to view the list of requests sent along with their status.
21.  Send Reques t screen with the list of quotes that are sent for Approval along with their  Current Status.
22.  User who has permissions to Approve the Quote will login into the database of Sugar CRM  using his  User  name and  Password.
23.  In main menu bar -> Quotes -> Click on Quotes. List of Quotes are displayed on the screen.
24.  Next Click on  All Requests  option on the left side of the screen.
25.  List of Quotes Requests are displayed on the screen along with the  Basic Price, Quote number, Name  and  Owner  name.
26.  Click on the Quote to View the Quote details. .
27.  Click on  Approve   to approve the Quote or on  Disapprove  to disapprove the Quote.
28 . By Approving the Quote, a mail is sent to the Warehouse department that a quote has been Approved and is ready for  shipment.
29.  Finally ,  status of the Quote changes to  Approved.
30.  To generate reports as per the user, go to  Reports  in main menu. Click on Reports.  User-Report  screen appears.
31.  Select the  User  name,  Start date  ,  End date  and finally click on  Generate  to generate the report as per the user.
32.  A report is generated in PDF format with details such as  SRSNo., Date,  Account name, Quantity  and their  Total value.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

More Related Content

Viewers also liked

El Salvador, sede del IV Foro Latinoamericano de Competencia
El Salvador, sede del IV Foro Latinoamericano de CompetenciaEl Salvador, sede del IV Foro Latinoamericano de Competencia
El Salvador, sede del IV Foro Latinoamericano de Competencia
Superintendencia de Competencia
 
Sartori Negroponte
Sartori NegroponteSartori Negroponte
Sartori Negroponte
Marina Munoz
 
Iscram emforum 100324
Iscram emforum 100324Iscram emforum 100324
Iscram emforum 100324
Susanne Jul
 
El cuerpo humano
El cuerpo humanoEl cuerpo humano
El cuerpo humanojhoncordero
 
Respira Música
Respira MúsicaRespira Música
Respira Música
Erwin
 
SC, México y Panamá refuerzan aplicación de leyes de competencia
SC, México y Panamá refuerzan aplicación de leyes de competenciaSC, México y Panamá refuerzan aplicación de leyes de competencia
SC, México y Panamá refuerzan aplicación de leyes de competencia
Superintendencia de Competencia
 
Planning production
Planning productionPlanning production
Planning production
jj00532643
 
Trabajo de informática
Trabajo de informáticaTrabajo de informática
Trabajo de informática
curillo2017
 
Ignite Power Point smoreno
Ignite Power Point  smorenoIgnite Power Point  smoreno
Ignite Power Point smoreno
Shelley Moreno
 
M.Pharm Project
M.Pharm ProjectM.Pharm Project
M.Pharm Project
Md. Foysal Fuad Chowdhury
 
Destaque31
Destaque31  Destaque31
Destaque31
Raphael Santos
 
Ensayo del alma de la toga
Ensayo del alma de la togaEnsayo del alma de la toga
Ensayo del alma de la toga
Liliana del Carmen Pinto Leal
 

Viewers also liked (12)

El Salvador, sede del IV Foro Latinoamericano de Competencia
El Salvador, sede del IV Foro Latinoamericano de CompetenciaEl Salvador, sede del IV Foro Latinoamericano de Competencia
El Salvador, sede del IV Foro Latinoamericano de Competencia
 
Sartori Negroponte
Sartori NegroponteSartori Negroponte
Sartori Negroponte
 
Iscram emforum 100324
Iscram emforum 100324Iscram emforum 100324
Iscram emforum 100324
 
El cuerpo humano
El cuerpo humanoEl cuerpo humano
El cuerpo humano
 
Respira Música
Respira MúsicaRespira Música
Respira Música
 
SC, México y Panamá refuerzan aplicación de leyes de competencia
SC, México y Panamá refuerzan aplicación de leyes de competenciaSC, México y Panamá refuerzan aplicación de leyes de competencia
SC, México y Panamá refuerzan aplicación de leyes de competencia
 
Planning production
Planning productionPlanning production
Planning production
 
Trabajo de informática
Trabajo de informáticaTrabajo de informática
Trabajo de informática
 
Ignite Power Point smoreno
Ignite Power Point  smorenoIgnite Power Point  smoreno
Ignite Power Point smoreno
 
M.Pharm Project
M.Pharm ProjectM.Pharm Project
M.Pharm Project
 
Destaque31
Destaque31  Destaque31
Destaque31
 
Ensayo del alma de la toga
Ensayo del alma de la togaEnsayo del alma de la toga
Ensayo del alma de la toga
 

Similar to Sugar CRM for Traders

Financial accounting with multi currency
Financial accounting with multi currencyFinancial accounting with multi currency
Financial accounting with multi currency
Millenniumsoft
 
171846965 projects
171846965 projects171846965 projects
171846965 projects
homeworkping8
 
Cid Training 101708
Cid Training   101708Cid Training   101708
Cid Training 101708
twodumbdogs
 
E space abstract
E   space abstractE   space abstract
E space abstract
k Ushababuraj
 
Crm quote process ppt
Crm quote process pptCrm quote process ppt
Crm quote process ppt
Kris
 
Crm quote process ppt
Crm quote process pptCrm quote process ppt
Crm quote process ppt
Kris
 
Sales Management in Open ERP
Sales Management in Open ERPSales Management in Open ERP
Sales Management in Open ERP
Millenniumsoft
 
Tender (Bid / RFQ) Management in OpenERP
Tender (Bid / RFQ) Management in OpenERPTender (Bid / RFQ) Management in OpenERP
Tender (Bid / RFQ) Management in OpenERP
mashpmp
 
Sugar CRM to OpenERP Interface
Sugar CRM to OpenERP InterfaceSugar CRM to OpenERP Interface
Sugar CRM to OpenERP Interface
Millenniumsoft
 
Material Resource Planning In Open ERP
Material Resource Planning In Open ERPMaterial Resource Planning In Open ERP
Material Resource Planning In Open ERP
Millenniumsoft
 
Loan module
Loan moduleLoan module
Loan module
Mengty Tuy
 
Vogsphere - Funeral Financial Management Solution (FFMS)
Vogsphere - Funeral Financial Management Solution (FFMS)Vogsphere - Funeral Financial Management Solution (FFMS)
Vogsphere - Funeral Financial Management Solution (FFMS)
tumelomodise4
 
OfficeCentral Manual-en-procurement v3-r4
OfficeCentral Manual-en-procurement v3-r4OfficeCentral Manual-en-procurement v3-r4
OfficeCentral Manual-en-procurement v3-r4
venturesmarketing
 
Css registration guide
Css registration guideCss registration guide
Css registration guide
Tuấn Anh Nguyễn
 
Help - Thank Bunny
Help - Thank BunnyHelp - Thank Bunny
Help - Thank Bunny
Seshu Karthick
 
Pss billing overview 1
Pss billing overview 1Pss billing overview 1
Pss billing overview 1
Peeyush Gupta
 
Purchase Management in Open ERP
Purchase Management in Open ERPPurchase Management in Open ERP
Purchase Management in Open ERP
Millenniumsoft
 
Invoicing software
Invoicing softwareInvoicing software
Invoicing software
Vivek Bhardwaj
 
Invoice software
Invoice softwareInvoice software
Invoice software
Vivek Bhardwaj
 
Supplier-Training-Materials.pptx
Supplier-Training-Materials.pptxSupplier-Training-Materials.pptx
Supplier-Training-Materials.pptx
KoushlendraMishra
 

Similar to Sugar CRM for Traders (20)

Financial accounting with multi currency
Financial accounting with multi currencyFinancial accounting with multi currency
Financial accounting with multi currency
 
171846965 projects
171846965 projects171846965 projects
171846965 projects
 
Cid Training 101708
Cid Training   101708Cid Training   101708
Cid Training 101708
 
E space abstract
E   space abstractE   space abstract
E space abstract
 
Crm quote process ppt
Crm quote process pptCrm quote process ppt
Crm quote process ppt
 
Crm quote process ppt
Crm quote process pptCrm quote process ppt
Crm quote process ppt
 
Sales Management in Open ERP
Sales Management in Open ERPSales Management in Open ERP
Sales Management in Open ERP
 
Tender (Bid / RFQ) Management in OpenERP
Tender (Bid / RFQ) Management in OpenERPTender (Bid / RFQ) Management in OpenERP
Tender (Bid / RFQ) Management in OpenERP
 
Sugar CRM to OpenERP Interface
Sugar CRM to OpenERP InterfaceSugar CRM to OpenERP Interface
Sugar CRM to OpenERP Interface
 
Material Resource Planning In Open ERP
Material Resource Planning In Open ERPMaterial Resource Planning In Open ERP
Material Resource Planning In Open ERP
 
Loan module
Loan moduleLoan module
Loan module
 
Vogsphere - Funeral Financial Management Solution (FFMS)
Vogsphere - Funeral Financial Management Solution (FFMS)Vogsphere - Funeral Financial Management Solution (FFMS)
Vogsphere - Funeral Financial Management Solution (FFMS)
 
OfficeCentral Manual-en-procurement v3-r4
OfficeCentral Manual-en-procurement v3-r4OfficeCentral Manual-en-procurement v3-r4
OfficeCentral Manual-en-procurement v3-r4
 
Css registration guide
Css registration guideCss registration guide
Css registration guide
 
Help - Thank Bunny
Help - Thank BunnyHelp - Thank Bunny
Help - Thank Bunny
 
Pss billing overview 1
Pss billing overview 1Pss billing overview 1
Pss billing overview 1
 
Purchase Management in Open ERP
Purchase Management in Open ERPPurchase Management in Open ERP
Purchase Management in Open ERP
 
Invoicing software
Invoicing softwareInvoicing software
Invoicing software
 
Invoice software
Invoice softwareInvoice software
Invoice software
 
Supplier-Training-Materials.pptx
Supplier-Training-Materials.pptxSupplier-Training-Materials.pptx
Supplier-Training-Materials.pptx
 

More from Millenniumsoft

Importing_Biometric_O_P_to_Open_ERP
Importing_Biometric_O_P_to_Open_ERPImporting_Biometric_O_P_to_Open_ERP
Importing_Biometric_O_P_to_Open_ERP
Millenniumsoft
 
Open ERP For Battery Manufacturers
Open ERP For Battery ManufacturersOpen ERP For Battery Manufacturers
Open ERP For Battery Manufacturers
Millenniumsoft
 
Sugar CRM to Tally Interface
Sugar CRM to Tally InterfaceSugar CRM to Tally Interface
Sugar CRM to Tally Interface
Millenniumsoft
 
Sugar CRM for Real Estate
Sugar CRM for Real EstateSugar CRM for Real Estate
Sugar CRM for Real Estate
Millenniumsoft
 
Open erp to tally interface
Open erp to tally interfaceOpen erp to tally interface
Open erp to tally interface
Millenniumsoft
 
Project time sheets & invoicing in sugar crm
Project  time sheets & invoicing  in sugar crmProject  time sheets & invoicing  in sugar crm
Project time sheets & invoicing in sugar crm
Millenniumsoft
 
OpenERP for Real Estate
OpenERP for Real EstateOpenERP for Real Estate
OpenERP for Real Estate
Millenniumsoft
 

More from Millenniumsoft (7)

Importing_Biometric_O_P_to_Open_ERP
Importing_Biometric_O_P_to_Open_ERPImporting_Biometric_O_P_to_Open_ERP
Importing_Biometric_O_P_to_Open_ERP
 
Open ERP For Battery Manufacturers
Open ERP For Battery ManufacturersOpen ERP For Battery Manufacturers
Open ERP For Battery Manufacturers
 
Sugar CRM to Tally Interface
Sugar CRM to Tally InterfaceSugar CRM to Tally Interface
Sugar CRM to Tally Interface
 
Sugar CRM for Real Estate
Sugar CRM for Real EstateSugar CRM for Real Estate
Sugar CRM for Real Estate
 
Open erp to tally interface
Open erp to tally interfaceOpen erp to tally interface
Open erp to tally interface
 
Project time sheets & invoicing in sugar crm
Project  time sheets & invoicing  in sugar crmProject  time sheets & invoicing  in sugar crm
Project time sheets & invoicing in sugar crm
 
OpenERP for Real Estate
OpenERP for Real EstateOpenERP for Real Estate
OpenERP for Real Estate
 

Recently uploaded

GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024
GraphSummit Singapore | The Art of the  Possible with Graph - Q2 2024GraphSummit Singapore | The Art of the  Possible with Graph - Q2 2024
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024
Neo4j
 
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
Neo4j
 
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfUnlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Malak Abu Hammad
 
Communications Mining Series - Zero to Hero - Session 1
Communications Mining Series - Zero to Hero - Session 1Communications Mining Series - Zero to Hero - Session 1
Communications Mining Series - Zero to Hero - Session 1
DianaGray10
 
Pushing the limits of ePRTC: 100ns holdover for 100 days
Pushing the limits of ePRTC: 100ns holdover for 100 daysPushing the limits of ePRTC: 100ns holdover for 100 days
Pushing the limits of ePRTC: 100ns holdover for 100 days
Adtran
 
Introduction to CHERI technology - Cybersecurity
Introduction to CHERI technology - CybersecurityIntroduction to CHERI technology - Cybersecurity
Introduction to CHERI technology - Cybersecurity
mikeeftimakis1
 
20240607 QFM018 Elixir Reading List May 2024
20240607 QFM018 Elixir Reading List May 202420240607 QFM018 Elixir Reading List May 2024
20240607 QFM018 Elixir Reading List May 2024
Matthew Sinclair
 
How to use Firebase Data Connect For Flutter
How to use Firebase Data Connect For FlutterHow to use Firebase Data Connect For Flutter
How to use Firebase Data Connect For Flutter
Daiki Mogmet Ito
 
“I’m still / I’m still / Chaining from the Block”
“I’m still / I’m still / Chaining from the Block”“I’m still / I’m still / Chaining from the Block”
“I’m still / I’m still / Chaining from the Block”
Claudio Di Ciccio
 
Artificial Intelligence for XMLDevelopment
Artificial Intelligence for XMLDevelopmentArtificial Intelligence for XMLDevelopment
Artificial Intelligence for XMLDevelopment
Octavian Nadolu
 
TrustArc Webinar - 2024 Global Privacy Survey
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc Webinar - 2024 Global Privacy Survey
TrustArc Webinar - 2024 Global Privacy Survey
TrustArc
 
Microsoft - Power Platform_G.Aspiotis.pdf
Microsoft - Power Platform_G.Aspiotis.pdfMicrosoft - Power Platform_G.Aspiotis.pdf
Microsoft - Power Platform_G.Aspiotis.pdf
Uni Systems S.M.S.A.
 
Full-RAG: A modern architecture for hyper-personalization
Full-RAG: A modern architecture for hyper-personalizationFull-RAG: A modern architecture for hyper-personalization
Full-RAG: A modern architecture for hyper-personalization
Zilliz
 
Removing Uninteresting Bytes in Software Fuzzing
Removing Uninteresting Bytes in Software FuzzingRemoving Uninteresting Bytes in Software Fuzzing
Removing Uninteresting Bytes in Software Fuzzing
Aftab Hussain
 
20 Comprehensive Checklist of Designing and Developing a Website
20 Comprehensive Checklist of Designing and Developing a Website20 Comprehensive Checklist of Designing and Developing a Website
20 Comprehensive Checklist of Designing and Developing a Website
Pixlogix Infotech
 
Essentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FMEEssentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FME
Safe Software
 
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Albert Hoitingh
 
Mind map of terminologies used in context of Generative AI
Mind map of terminologies used in context of Generative AIMind map of terminologies used in context of Generative AI
Mind map of terminologies used in context of Generative AI
Kumud Singh
 
How to Get CNIC Information System with Paksim Ga.pptx
How to Get CNIC Information System with Paksim Ga.pptxHow to Get CNIC Information System with Paksim Ga.pptx
How to Get CNIC Information System with Paksim Ga.pptx
danishmna97
 
Video Streaming: Then, Now, and in the Future
Video Streaming: Then, Now, and in the FutureVideo Streaming: Then, Now, and in the Future
Video Streaming: Then, Now, and in the Future
Alpen-Adria-Universität
 

Recently uploaded (20)

GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024
GraphSummit Singapore | The Art of the  Possible with Graph - Q2 2024GraphSummit Singapore | The Art of the  Possible with Graph - Q2 2024
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024
 
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
 
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfUnlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
 
Communications Mining Series - Zero to Hero - Session 1
Communications Mining Series - Zero to Hero - Session 1Communications Mining Series - Zero to Hero - Session 1
Communications Mining Series - Zero to Hero - Session 1
 
Pushing the limits of ePRTC: 100ns holdover for 100 days
Pushing the limits of ePRTC: 100ns holdover for 100 daysPushing the limits of ePRTC: 100ns holdover for 100 days
Pushing the limits of ePRTC: 100ns holdover for 100 days
 
Introduction to CHERI technology - Cybersecurity
Introduction to CHERI technology - CybersecurityIntroduction to CHERI technology - Cybersecurity
Introduction to CHERI technology - Cybersecurity
 
20240607 QFM018 Elixir Reading List May 2024
20240607 QFM018 Elixir Reading List May 202420240607 QFM018 Elixir Reading List May 2024
20240607 QFM018 Elixir Reading List May 2024
 
How to use Firebase Data Connect For Flutter
How to use Firebase Data Connect For FlutterHow to use Firebase Data Connect For Flutter
How to use Firebase Data Connect For Flutter
 
“I’m still / I’m still / Chaining from the Block”
“I’m still / I’m still / Chaining from the Block”“I’m still / I’m still / Chaining from the Block”
“I’m still / I’m still / Chaining from the Block”
 
Artificial Intelligence for XMLDevelopment
Artificial Intelligence for XMLDevelopmentArtificial Intelligence for XMLDevelopment
Artificial Intelligence for XMLDevelopment
 
TrustArc Webinar - 2024 Global Privacy Survey
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc Webinar - 2024 Global Privacy Survey
TrustArc Webinar - 2024 Global Privacy Survey
 
Microsoft - Power Platform_G.Aspiotis.pdf
Microsoft - Power Platform_G.Aspiotis.pdfMicrosoft - Power Platform_G.Aspiotis.pdf
Microsoft - Power Platform_G.Aspiotis.pdf
 
Full-RAG: A modern architecture for hyper-personalization
Full-RAG: A modern architecture for hyper-personalizationFull-RAG: A modern architecture for hyper-personalization
Full-RAG: A modern architecture for hyper-personalization
 
Removing Uninteresting Bytes in Software Fuzzing
Removing Uninteresting Bytes in Software FuzzingRemoving Uninteresting Bytes in Software Fuzzing
Removing Uninteresting Bytes in Software Fuzzing
 
20 Comprehensive Checklist of Designing and Developing a Website
20 Comprehensive Checklist of Designing and Developing a Website20 Comprehensive Checklist of Designing and Developing a Website
20 Comprehensive Checklist of Designing and Developing a Website
 
Essentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FMEEssentials of Automations: The Art of Triggers and Actions in FME
Essentials of Automations: The Art of Triggers and Actions in FME
 
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024
 
Mind map of terminologies used in context of Generative AI
Mind map of terminologies used in context of Generative AIMind map of terminologies used in context of Generative AI
Mind map of terminologies used in context of Generative AI
 
How to Get CNIC Information System with Paksim Ga.pptx
How to Get CNIC Information System with Paksim Ga.pptxHow to Get CNIC Information System with Paksim Ga.pptx
How to Get CNIC Information System with Paksim Ga.pptx
 
Video Streaming: Then, Now, and in the Future
Video Streaming: Then, Now, and in the FutureVideo Streaming: Then, Now, and in the Future
Video Streaming: Then, Now, and in the Future
 

Sugar CRM for Traders

  • 1. Sugar CRM For Traders
  • 2. Sugar CRM for Steel Traders: 1. Login into the database of sugar CRM using User name and the Password.
  • 3. 2. In Main Menu bar -> Sales -> Accounts -> Click on Create Account, to create a new Customer account.
  • 4. 3. A new account form appears on the screen. Enter Customer details and Save.
  • 5. 4. In Main Menu bar -> Sales -> Contacts -> Click on Create Contact to enter the contact person details and assign the customer Account created for it.
  • 6. 5. In Main menu bar ->In Quotes -> Click on Quotes . List of already existing Quotes appear on the screen.
  • 7. 6. Click on Create Quote option on the left side of the screen to create a new Quotation
  • 8. 7. Enter the Quotation name , Select the Account and Click on Populate Address. Address related to the account is auto-populated in Address fields.
  • 9. 8 . Select the Quote's Validity date.
  • 10. 9. Enter the Basic Price, Freight and select VAT values in their respective fields. ED+Cess is automatically calculated.
  • 11. 10. If SEZ (Special Economic Zone) option is selected, taxes like VAT, ED+Cess will not be applicable.
  • 12. 11. Finally click on Save to save the Quote.
  • 13. 12 . Next Click on Generate PDF on the top of the Saved Quote.
  • 14. 13. Report of the Quote is generated in the PDF format.
  • 15. 14. Next click on Send PDF to Client to send PDF to client through mail.
  • 16. 15. PDF is sent to the customer mail ID which is configured in the database.
  • 17. 16. Next Click on Send for Approval on the top of the saved Quote.
  • 18. 17. A pop-up window appears with the Quote which is in Edit mode by clicking on Send for Approval.
  • 19. 18. Enter required Product Quantity, can change the Price of the Product and finally Save the quote.
  • 20. 19. Waiting for Approval option appears on the top of the Quote.
  • 21. 20. Next click on Send Request option to view the list of requests sent along with their status.
  • 22. 21. Send Reques t screen with the list of quotes that are sent for Approval along with their Current Status.
  • 23. 22. User who has permissions to Approve the Quote will login into the database of Sugar CRM using his User name and Password.
  • 24. 23. In main menu bar -> Quotes -> Click on Quotes. List of Quotes are displayed on the screen.
  • 25. 24. Next Click on All Requests option on the left side of the screen.
  • 26. 25. List of Quotes Requests are displayed on the screen along with the Basic Price, Quote number, Name and Owner name.
  • 27. 26. Click on the Quote to View the Quote details. .
  • 28. 27. Click on Approve to approve the Quote or on Disapprove to disapprove the Quote.
  • 29. 28 . By Approving the Quote, a mail is sent to the Warehouse department that a quote has been Approved and is ready for shipment.
  • 30. 29. Finally , status of the Quote changes to Approved.
  • 31. 30. To generate reports as per the user, go to Reports in main menu. Click on Reports. User-Report screen appears.
  • 32. 31. Select the User name, Start date , End date and finally click on Generate to generate the report as per the user.
  • 33. 32. A report is generated in PDF format with details such as SRSNo., Date, Account name, Quantity and their Total value.
  • 34.