2. Enquiry Module Overview

The Enquiry module captures customer requirements before a formal quotation is prepared.

Access

Menu: Enquiry → New | List

Product type selection

When you start a new enquiry, choose the Product Type:

• Box
• Flap / Circle
• Core
• Kraft Paper
• Other

The system opens the matching enquiry form.

Enquiry lifecycle

┌─────────────┐     ┌──────────────┐     ┌─────────────────┐
│   Pending   │ ──► │   Approved   │ ──► │  Quotation      │
│  (created)  │     │  (reviewed)  │     │  Generated      │
└─────────────┘     └──────────────┘     └─────────────────┘
       │                                         │
       └──────── Discontinued ◄──────────────────┘

Enquiry status

Quotation status (on enquiry list)

Enquiry list filters

Open Enquiry List and click the Filter icon to filter by:

• Product type (Box, Flap, Core, etc.)
• Enquiry status
• Quotation status
• Enquiry updated (Yes / No)
• UID (user who created the record)

Click Filter to apply or Clear to reset.

Typical user flow

1. Create enquiry — enter customer, box specs, paper combination.
2. Review / approve — manager approves enquiry if required.
3. Generate quotation — open quotation screen from enquiry (Box Quotation, etc.).
4. Submit quotation — system saves rates and redirects to quotation view.
5. Approve quotation — from Quotation list when ready for sales.

Permissions

Next

→ Detailed Box enquiry: 03-box-enquiry.md → Box quotation & costing: 04-box-quotation.md

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