Winton QMS
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Session:
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Quotation Pipeline
Status-wise
Executive-wise Revenue
Revenue Trend (Monthly)
| Quote # | Customer | Executive | Amount | Date | Status | Actions |
|---|---|---|---|---|---|---|
| Loading quotations... | ||||||
Quotation Preview
| Quote Number | Customer Name | Assigned Executive | Total Amount | Creation Date | Current Status | Available Actions |
|---|---|---|---|---|---|---|
| Loading quotations... | ||||||
Generate New Quotation
1. Quote Meta
2. Products offered
| Group | Model | Item | Item Description | Default Rate | Rate Edit | QTY | Total | |
|---|---|---|---|---|---|---|---|---|
3. Terms and Conditions
Click “Modify Terms” to edit. These will be saved with the quotation.
Customers DB
| Company | Contact Person | Mobile | Landline | Actions |
|---|
Products
| Group | Particular Name | Description | Default Rate | Actions |
|---|
Sales Executives
| Name | Designation | Role | Actions |
|---|
Sub Categories
Add Sub Category
| Sub Category | Description | Actions |
|---|
Sub Category Items
| Sub Category | Item | Description | Actions |
|---|
System Maintenance
Backup Database
Download a full SQL backup of the quotation system database. Keep this file safe for disaster recovery.
Restore Database
DANGER: Restoring the database will overwrite all current data. Upload a valid .sql backup file.
Quotation Numbering Configuration
| Applicable From | Start # | Periodicity | Prefix | Suffix | Width | Actions |
|---|
System Security
Admin access is required for these operations. All maintenance actions are logged for security purposes.
Email Setup & SMTP Accounts
Configured SMTP Accounts
These SMTP accounts are used to send Quotations directly to your clients, as well as for automated email marketing campaigns. You can add multiple accounts and manage their status below.
| Provider / Label | Email / Username | SMTP Host:Port | From Name | Status | Actions |
|---|---|---|---|---|---|
| Loading SMTP accounts... | |||||