Introducing Quotations

With the latest update of TrakIT, a new module for Quotations has been introduced under the Finance menu.

The Quotations module allow you to quickly create a quotation for a customer before even creating the shipment. After approval, the quotation can be generated on a PDF file and sent to the customer at the click of a button. You can finalize the quotation or revise it any number of times.

Viewing Quotations

Go to Finance > Quotations to get access to all quotations for your company or companies that you have access to. You can filter quotations using the filters provided or create a new quotation.

Yellow highlighted row indicates that the quotation is a Template. Cancelled quotations are displayed in Red. 

The list can be downloaded in the excel format by clicking on Export button.

Creating Quotations

To create a new quotation click on the New Quote button. 

Quotation can be of types 'Normal' or 'Template'. The major difference is that if the quotation is of 'Template' type it cannot be generated but can be replicated to create new quotations, thus saving time to create them from scratch.

Note:

• The title of two quotations cannot be same within the same company.
• By default the primary company is selected of the user. In case of multiple company access, select the required company from the dropdown.
• Internal Remarks can be seen on the Quotation details page.
• External Remarks and Terms & Condition can be printed on the quotations.

As shown in the below image, fill in the details as per the requirement and then click on the Create button.

On creation, the quotation is initially in the draft status and the revision is indicated as 1. The Quotation can be replicated, edited or deleted.

To add accounts click on the Add button and fill in the details as indicated. Below image for your reference.

After adding the account click on the Request Approval or Approve button as per user access. On approval, you see as per the below image that the status is updated to approved. On Revision, the Revision count will increase by 1. 

Generation of Quotation

1.Pre-requiste:  In Form Definitions, under Finance tab, create a form template with sub-type "Quotation". 

2. Click on the Generate button as shown in the above pic, and from the drop-down select the form templates available as indicated in above point 1. If the quotations need to be emailed, select the checkboxes as required.

3. Click on the Generate button.

After Generation of Quotation

To view or download the pdf, go to Documents tab and click on the respective icons. The 'R1' in the file name indicates the revision number.

External files can also be added here, by clicking on the Add Files button.

The work flow of a Quotation is as depicted below.

Notification emails are sent to the users having access or users selected under Notify Users field on each status change.

Quotation Permissions

The relevant permissions for user roles must be allocated for various actions possible with Quotations. This must be granted by System Administrators at Admin > Role Management > Role Customisation.

For any questions or clarifications, please contact TrakIT Support. We welcome feedback and suggestions for this new Quotation module.

Business Intelligence and Dashboards

In today’s data-driven environment, business dashboards are a must. You can stay aligned on responsibilities and goals with everything you and your team need to know and do in one place.

You can keep track of your KPIs, warehousing storage, CRM / leads milestones, top entities and much more. With the help of RAG feature, you can learn the number of shipments/perishable stock which are within the timeline, are delayed or within the buffer period and which are way out of the timeline and needs immediate attention.

A example of a User-Specific Dashboard with RAG feature

TrakIT helps you to make profitable and productive decisions with their customizable dashboards. Dashboards can be filtered based on customers, specific milestones, user specific conditions and so on. Reports and underlying data can be downloaded in the excel format whenever needed.

 An example of KPI Performance Tracking

TrakIT dashboards are user-friendly, easy to manage, customizable as per business needs.

Depot Data Type

With the latest update of TrakIT, a new workflow data type for Depots has been introduced.

The field with this data type can be included in the workflows when the value of this field could be a depot name.

As shown in the above screenshot, search for the depot and select the required depot name from the list.

Kindly note the list will display only those depots which already exists in the TrakIT system. The new depot can be added to the TrakIT system through Admin > Geography & Access.

Like any other data field this data type’s field can be included in the forms, reports, etc.

For any questions or clarifications, please contact TrakIT Support.

Finance Documents

With the latest update of TrakIT, all documents under finance module can be viewed and emailed from Finance > Documents. Accessing this page requires the relevant permission defined in the user's role under Admin > Role Management.

Documents Page

This page gives all the details of the documents added under the finance module. You can view Invoices, Credit Notes, Bills and other documents uploaded by the users. The document's list can also be filtered based on Document's Name, Required Period, Entity, Invoice / Bills number, Workflows and so on.

A specific document can be viewed by clicking the magnifying glass icon.

Emailing the documents

To email specific documents, select the respective checkboxes and then click on the Email button. Any number of documents can be emailed in one go.

On clicking the Email button a pop-up screen will appear as below.

The number of documents selected and the total size will be displayed on top.

Multiple recipients can be added, to email it to yourself, click on the Add Myself link. If the selected documents belong to same entity, then the Add Entity option will be visible. Clicking on it will add the email addresses of that entity to the recipients list.

Customized subject and message can be specified by filling the respective fields.

The documents can be emailed as attachments or as links. For sending as links, select the checkbox Send links instead of attachments. If sending documents as attachments, the total size of the documents cannot exceed 10 MB.

For any questions or clarifications, please contact TrakIT Support.

Hiding Accounts

With the latest update of TrakIT, accounts can now also be hidden or deleted. Select the checkbox(es) of the account(s) and click on the required action from the Task Menu.

Hide Accounts

Select the account(s) and click on Hide Accounts from the Tasks menu. This action will hide the selected account(s) from the screen and also display the number of hidden account(s).

Show Accounts

The hidden accounts can be viewed by selecting the checkbox Show Hidden under the Tasks menu.

The hidden accounts can also be shown again by selecting the account(s) and clicking on the Show Accounts under the Tasks menu.

These options are only visible in case it has any hidden account(s).

When reversing an invoice, the associated accounts as well as the accounts associated with the resulting credit note are automatically hidden.

For any questions or clarifications, please contact TrakIT Support.