Making a Quote for Customer on OMS LOG ONTO OMS
Go To your Remote Desktop
IP address to OMS
Username and Password Username: shaliindia Password: Shal6000
Click on OMS, and then Click on Quote
Click on the Company Name Alpine Corporation
Username and Password
Username: SHALIIND
Password: shal6000
PROCESSING A QUOTE
Click on Quote Processing
Interface List- Option to just look at a quote
Edit- Option to edit a quote that has already been createdAdd- Option to add in a new quote
Note- IMPORTANT- if you use any other mode- you will not be able to save your quote
Adding New Quote
Click on Yes
Enter Customer’s ID
2nd Step- Ship via Cheapest Way 3rd Step- Enter Item no.
1st ID
Step- Enter Customer’s
4th Step- Enter the requested Discount -NOTE- not all customers have discounts- I would have to let you know the discount percentage
Note the quotation No. before saving
Looking for a quote # (you do not remember) Step 2- Click on Quotation Magnifying glass- it will take a bit time as it thinks
Step 1Click on Edit
Find your quote to Edit
Double click on this