Quotations
Quotations is an offer from a seller to
a potential buyer outlining the price and terms of a proposed sale or a
document that tells a potential client how much your product or service will
cost.
-
QUOTATION LISTS (5.1.A): Lists of quotation that we have created.
- QUOTATION
DETAILS (5.1.B)
|
Item |
Description |
Flow |
|
1. Quotation Details |
To
view the details of the quotation |
Click
on box Actions => Click on Quotation Details(1) Note:
The details will be explained in Quotation Details Form (5.1.B) |
|
2. Create
Sale |
To
create sale of the quotation
|
Click
on box Actions => Click on Create Sale(2)
=> Specify the fields => Click on Submit Note:
Creating sale details will be shown in the Add Sale Form (5.3.E) |
|
3. Create
Sale Order |
To
create sale order of the quotation
|
Click
on box Actions => Click on Create Sale Order(3)
=> Specify the fields => Click on Submit Note:
Creating sale order details will be shown in the Add Sale Order Form (5.2.E) |
|
4. Email
Quotation |
To email
about quotation |
Click
on box Actions => Click on Email Quotation(4) =>
Specify the fields => Click on Send Email Note: Email details will be shown in Email Form (4.2.C) |
- STATUS(5.1.C)
|
Status |
Description |
|
1.
Pending |
The
quotation is on pending |
|
2.
Sent |
The
quotation is sent(submit ) |
|
3.
Completed |
The
quotation is completed |
- UPDATE STATUS (5.1.D)
|
Field |
Description |
|
1. Status |
Specify the status of quotation |
|
2.
Note |
Specify
the note of quotation =>
Click on Update(3) |
-
QUOTATION ADD NEW (5.1.E):
Field | Description |
1. Date | Specify the date of quotation |
2. Reference No. | Specify the reference No. of quotation |
3. Branch | Specify the branch |
4. Project | Specify the project |
5. Warehouse | Specify the warehouse |
6. Customer | Specify the customer |
7. Salesman | Specify the salesman of quotation |
8. Add Products | Specify the products of quotation |
9. Quantity | Specify the quantity of quotation |
10. Unit | Specify the unit of product (Auto-generated) |
11. FOC | Specify the free of charge of quotation |
12. Order Tax | Specify the order tax of quotation (VAT , No VAT etc) |
13. Discount | Specify the discount of quotation |
14. Shipping | Specify the shipping of quotation |
15. Attach Document | Specify the attach document of quotation (Click on Browse) |
16. Payment Term | Specify the payment term of quotation |
17. Valid Day | Specify the valid day (Quotation will expire after that ) |
18. Note | Specify the note of quotation |