Exporting Quotation

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Exporting Quotation

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To export the quotation, perform the following:

 

1.On the application home page, in the left pane, click Quotation Quotation. The Quotation workbench appears on the right pane like the one shown below:

 

quotation_workbench_zoom65

 

 

2.In the quotation workbench, enter any search criteria such as From date, To date, Date Type, Quotation, Customer, Provider, Origin, Destination, Enquiry, Number, Executive, Mode, or Status to find the required quotations created.

3.Click Search. The created quotations will be displayed below.

4.Click Excel (excel_icon) icon in the menu bar. The search results will be exported as an Excel file.