Configure Quotation List
Create and Configure a New Company in Application
This tutorial guideswill walk you through creating and configuring a new company within the application
Gosteps to localhost:4200
configure your quotation list.
1. IntroductionAccess Quotation
YouSelect will"Quote" learnfrom howthe top main menu to setview upthe company details, assign users, and configure shipping options.quotation.
2. OpenSelect PreferencesList MenuView
Click here"List" to openchoose the preferenceslist menuview wheremode companyfor settingsdisplaying areyour managed.quotations.
3. SelectOpen Preferences Option
Click "Preference" to access the preferences section for configuration.
4. Initiate New Entry
Click "New" to start creating a new company entry.
5. Confirm New Entry
Click "Ok" to confirm the creation of a new entry.
6. Access New Company Option
Click "New Company" to begin setting up a new company profile.
7. Select New Company Again
Click "New Company" to proceed with the company creation process.
8. Enter Company Name
Enter your company name to identify the new company within the system.
9. Select New Company Record
Click the new company record to open its details for editing.
10. Confirm CompanyColumn Selection
Click "Confirm"Selected columns" to finalizeview and adjust the selectioncolumns ofshown thein newyour company.list.
11.4. OpenReturn Companyto Detailsspecific quotation
Click here'arrow' to accessgo detailed settings for the newly created company.
12. Enter Company Short Name
Enter the short name for your company to use in abbreviated displays.
13. Select Company Record
Click the company record to continue editing company information.
14. Access Additional Settings
Click here to open additional configuration options for the company.
15. Open Contact Information
16.5. AccessReopen PhoneList Number Field
Click here to enter the company's phone number.
17. Enter Company Phone Number
Enter your company phone number for contact purposes.
18. Open Email Settings
Click here to access the email settings for the company.
19. Access Email Input Field
Click here to enter the company's email address.
20. Enter Contact Name
Enter the contact name associated with the company for communication.
21. Fill Additional Contact Details
Fill in additional contact details to complete the contact profile.
22. Enter Contact Email
Enter your contact email address to enable correspondence.
23. Open User Roles Section
Click here to manage user roles associated with the company.
24. Access User Role Options
Click here to view available user roles for assignment.
25. Select Manager RoleView
Click "Manager User"List" to assignreopen managerialthe permissionslist toview aand user.review your revised quotation.
26. Open Role Assignment
Click here to proceed with assigning roles to users.
27. Select CSR Role
Click "CSR User" to assign customer service representative permissions.
28. Open Shipping Options
Click here to access shipping configuration settings.
29. Select Shipping Carrier
Click "Select" to choose a shipping carrier for the company.
30. Choose Purolator Carrier
Click "Purolator" to select this carrier for shipping services.
31. Confirm Carrier Selection
Click "Select" to confirm the chosen shipping carrier.
32. Choose Shipping Service
Click "Purolator Ground®" to select the specific shipping service.
33. Open Account Settings
Click here to access account-related settings for shipping.
34. Select Account Option
Click "Our account" to link the company to the appropriate shipping account.
35. Access Contacts Section
36. Open Contacts Menu
Click "Contacts" to manage company contacts.
37. Access Overview and Preferences
Click here to view the overview, contacts, addresses, locations, enquiries, jobs, tasks, documents, quotes, orders, shipping, RFQ, products, account, dealer discount, tags, and preference settings.
38. Click "OverviewContactsAddressesLocationsEnquiriesJobsTasksDocumentsQuotesOrdersShippingRFQProductsAccountDealer DiscountTagsPreference"
Click on "OverviewContactsAddressesLocationsEnquiriesJobsTasksDocumentsQuotesOrdersShippingRFQProductsAccountDealer DiscountTagsPreference"
You have successfully createdconfigured and configuredcustomized athe newquotation company,list. includingThis settingsetup companyenables details,efficient assigning user roles,management and selectingviewing shippingof options.your Next,quotation you can manage contacts and further customize company preferences as needed.data.