The following flow diagram illustrates the typical QUOTE life cycle inside MYCITO*.
|1 Create Quote|
Create a new quote.
|2 Add Items|
Add quote items.
|3 View Quote|
Preview the quote in PDF format.
|4 Mail Self|
Email the quote to yourself to review the email template and quote.
|5 Email Quote|
Email the quote to the customer.
|6 Accept /Decline|
Flag the quote as accepted or declined.
|7 Upload Quote|
Upload the signed quote.
|8 Generate Invoice|
Convert the accepted quote into an Invoice.
Follow these steps to CREATE A QUOTE.
Follow these steps to ADD QUOTE ITEMS to the QUOTE.
Follow these steps to VIEW THE QUOTE.
Follow these steps to EMAIL THE QUOTE to SELF.
Follow these steps to EMAIL QUOTE to the CUSTOMER.
Follow these steps to flag a QUOTE as ACCEPTED OR DECLINED.
Follow these steps to UPLOAD a QUOTE.
Follow these steps to GENERATE an INVOICE on an ACCEPTED QUOTE.
MYCITO is quickly becoming a preferred CLOUD AMO / LMS & ERP SERVICE for SMMEs in South Africa. Locally designed, developed and supported with a pay as you go model, no infrastructure costs, quarterly updates, guaranteed levels of service and more to fit your month-to-month requirements.
Standard local (South Africa) office hours Monday - Friday (08:00 - 16:00) GMT+2
LEARN THE LINGO
AMO = Academy Management Office, LMS = Learner Record Management System / Software, ERP = Enterprise Resource Planning Software / System, SaaS = Software as a Service, SETA = Sector Education and Training Authorities, QCTO = Quality Council for Trades and Occupations, SAQA = South African Qualification Authority, QMS = Quality Management System, DHET = Department of Higher Education and Training, TVET = Technical and Vocational Education and Training, ESD = Enterprise Supplier Development, SMME = Small, Medium and Micro Enterprises, OFO = Organising Framework for Occupations