Sales Quotation Process and Management

This video tutorial guides viewers through the process of creating a sales quotation. It covers the steps to input customer information, add items, apply discounts, and include additional expenses. The tutorial also explains how to save, print, or email the quotation. Finally, it provides instructions on finalizing the sale once the customer agrees. The video concludes with a call to action for feedback and further support.

What is the primary purpose of creating a sales quotation?

• To track inventory

• To help tailor the sale to the client's needs

• To finalize a sale

• To estimate the cost of goods

Where do you go to start creating a sales quotation?

• Inventory

• Support

• Sales

• Marketing

What information is required if the client is not already registered?

• Client's name and CPF/CNPJ

• Client's name and email

• Client's name and address

• Client's name and phone number

How can you add items to the sales quotation?

• By scanning the barcode or entering the product name

• By entering the product's price

• By selecting from a dropdown menu

• By uploading a product list

What can you do if you want to apply a discount to a specific item?

• Click on the item name

• Click on the percentage icon

• Click on the total amount

• Click on the item quantity

Is it necessary to specify the payment type when creating a quotation?

• Yes, always

• No, never

• Only if the client requests

• No, but you can if you want

What should you do to save the sales quotation?

• Click on 'Finish'

• Click on 'Complete'

• Click on 'Save'

• Click on 'Submit'

How can you provide the quotation to the client?

• Send it via SMS

• Save it as a PDF

• Print it or send it via email

• Upload it to a cloud service

What should you do when the client decides to proceed with the quotation?

• Create a new quotation

• Access the quotation and generate an order

• Send a confirmation email

• Print the quotation again

Where can you find additional help if you have questions about the sales quotation process?

• Finance department

• Support team

• Sales department

• Marketing department