Once you have navigated the function diary to the date and room of the enquired about function, and checked the availability of the function space, you can add a quote through the function diary by using the following process
Click the “Add” Button to the right of the date selector
A new quote page will pop up.
Reference Code: Leave the reference code as is, or select one of your choosing. Please note: You cannot have duplicate reference codes for quotes in your system.
Purchase Order#: Add in a purchase order number if applicable
Event Name: Give the quotation an event name.
Event Type: Select the type of event that the quotation is for
Contact Type: Select the contact type and fill in the relevant details
Start / End Dates: Give the quote a start and end date
Dates are Flexible: Select the relevant response
Accommodation Required: Select the relevant response
Food and Beverage Paid By: Nominate whether the master, or quests are paying for food and beverage
Has Packages: If you need to add packages to this quote, then select yes
Booking Commissionable: If the business has been referred to you by a third party that receives commissions, then select yes.
Create Lead: Depending on your global settings on whether you must have a lead associated with a quotation, you make make your selection accordingly.
A quotation has now been created. You can go through and add packages / items and then create the relevant quotation documents to send to the client. For more information about creating quotation documents you can view the knowledgebase article “Printing a Quote or Contract”