Quotation

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Quotation

Main Menu > Sales > Quotation

Sales quotation is used to inform the price and terms of your products or services before customer confirms the sales.


Fields

Explanation

Approved

Indicate whether the quotation has been approved

Status

Current status of the sales quotation

Date

Date of quotation

Quotation number

System generated quotation number

Sales type

Sales type of the quotation

Valid for

Validity of quotation

Revision of quotation

Show the previous quotation if this quotation is revised a previous quotation

Customer

Customer of the quotation

Sales rep

Sales representative who issue this quotation

Customer ref

Customer’s reference number, e.g. RFQ no.

Credit term

Credit term given to customer

Pay by

Customer pay method of the

Remark

Remark on the quotation

Internal note

Internal note in the quotation which is not printed on outgoing document


Lines tab

Fields

Explanation

Item

Item quoted

Qty

Quantity quoted

Unit price

Unit price of item quoted

Discount

Discount given to customer

Net

Net selling price charging customer

Subtotal

Subtotal of the quotation

Lead time

Delivery lead time of the item

Warranty

Warranty period given to customer

Allocate goods from warehouse

Warehouse from which items will be deducted

Remark

Remark to be printed in quotation line

Internal note

Internal note not printed on quotation


Steps

  1. Main Menu > Sales > Quotation;

  2. Click Add New,  fill in basic information, and then click Continue;

  3. Fill additional information in Record Details Page;


  4. Click Add to include Item;


  5. Select Item;


  6. Click Add to confirm;

  7. Click Update;

  8. Done.


Tips:

About Aggregate to line , please refer to Aggregate Line.