Creating an enquiry
Open New Enquiry, select the customer, then add each material as a line item with grade, size and quantity. Save as draft if the requirement is still being confirmed.
Sending a quotation
Review the margin on every line, apply the freight and loading charges, then use the Send action. The quotation status moves to Sent automatically once the email is dispatched.
Logging a follow-up
From the RFQ tracker, open the enquiry and record the call outcome. Set the next follow-up date so it surfaces in your reminders.
Recording a payment
Match the received amount against the invoice under Payments. Partial payments are allowed; the outstanding balance updates automatically.