Add an enquiry
The Add Enquiry screen captures a new customer request. The same form is used for every enquiry, regardless of how the customer reached you.
Before you start
- The customer must exist in your records.
- The contact person you'll attribute the enquiry to must exist under that customer.
- Have the items the customer is asking for in mind, including quantity.
Open the form
- Open Sales in the sidebar.
- Click Add Enquiry. The page heading reads Add Enquiry.
Fill in the header
The header has two rows.
- Customer Name — pick the customer. Type to filter the list.
- Contact Person Name — pick the contact person at that customer.
- Date of Enquiry — defaults to today.
- Enquiry Number — optional reference.
- Mode of Enquiry — pick one of Mail, Whatsapp, Verbal, Portal, or Other.
- Folder — only shown if your firm has folders set up.
Add products
For each item the customer wants, fill in a product row:
- Product Category and Product Code.
- Product Quantity and Unit.
- Unit Price, Discount (%), and Tax.
- A make in the make selector if the customer asked for a specific brand.
- A description in the rich-text notes area.
Click Add Product to add another row. Use the row controls to move a product up or down or remove it.
Save
Click Save Enquiry at the bottom. If anything is missing, a modal lists the issues to fix. Once saved, the enquiry appears in the Enquiry Bank with its own enquiry number.
Common questions
What if the product the customer wants is not in my list?
Add the product head and code from the Data Entry area, then come back and pick it.
Can I save a draft and come back later?
There is no main draft button on this form. Save the enquiry with whatever you have, then edit it later from the Enquiry Bank.
What happens after I save?
The enquiry shows up immediately in the Enquiry Bank. From there you can open it to generate a quotation, edit it, copy it, or delete it.