Sales Quotation - Revision history

Gelo at 05:29, 11 April 2022

2022-04-11T05:29:15Z

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Gelo: Changed categories.

2022-04-07T04:25:47Z

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Gelo: Changed categories.

2022-04-07T04:23:14Z

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Gelo: Changed categories.

2022-04-06T06:34:07Z

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Gelo: Changed categories.

2022-04-06T03:53:42Z

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Gelo: Changed categories.

2022-04-06T03:25:55Z

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Gelo at 04:11, 25 March 2022

2022-03-25T04:11:39Z

Gelo at 05:44, 17 March 2022

2022-03-17T05:44:44Z

Gelo at 06:17, 9 February 2022

2022-02-09T06:17:22Z

Gelo at 04:55, 9 February 2022

2022-02-09T04:55:33Z

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← Older revision		Revision as of 04:25, 7 April 2022
Line 424:		Line 424:
	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
−	~~[[Category:Tax Reports]]~~

← Older revision		Revision as of 04:23, 7 April 2022
Line 423:		Line 423:
	\|}<br />		\|}<br />
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Sales Reports]]
		+	[[Category:Tax Reports]]

← Older revision		Revision as of 06:34, 6 April 2022
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	\|}<br />		\|}<br />
	[[Category:Sales]]		[[Category:Sales]]
−	~~[[Category:Maintenance]]~~

← Older revision		Revision as of 03:53, 6 April 2022
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	\|}<br />		\|}<br />
	[[Category:Sales]]		[[Category:Sales]]
		+	[[Category:Maintenance]]

← Older revision		Revision as of 03:25, 6 April 2022
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	\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Price List]]<nowiki> \| </nowiki>[[Tax]]<nowiki> \| </nowiki>[[Warehouse]]		\|[[Customer]]<nowiki> \| </nowiki>[[Item Master]]<nowiki> \| </nowiki>[[Price List]]<nowiki> \| </nowiki>[[Tax]]<nowiki> \| </nowiki>[[Warehouse]]
	\|}<br />		\|}<br />
		+	[[Category:Sales]]

@@ Line 39: / Line 39: @@
 =====Adding Sales Quotation=====
-#Click Sales Quotation under Sales Menu
+#Click [[Sales Quotation]] under Sales Menu
 #Under Sales Quotation Menu, Click Add Quotation
-#Fill up the necessary fields under Add Quotation Screen
+#Fill up the necessary fields then click Save. Fields with * are required fields.
 [[File:Sales - Sales Quotation - Add.png|border|center|1500x1500px]]
@@ Line 115: / Line 114: @@
 |•Auto-Generated based from price and quantity
 |}
 Notes:
@@ Line 131: / Line 129: @@
 =====View Sales Quotation=====
-#Click Sales Quotation under Sales Menu
+#Click [[Sales Quotation]] under Sales Menu
-#Under Sales Quotation Screen, Select a record that needs to view its details. Click the drop-down arrow then click View.
+#Select a Quotation record that needs to view its details. Click the drop-down arrow then click View.
-#The user has an option to Edit the Quotation upon viewing it.
+#The user has an option to Edit the Quotation upon viewing it if it is not yet converted to Sales Order.
 [[File:Sales - Sales Quotation - View.png|border|center|1501x1501px]]
@@ Line 139: / Line 137: @@
 =====Editing Sales Quotation=====
-#Click Sales Quotation under Sales Menu
+#Click [[Sales Quotation]] under Sales Menu
-#Under Sales Quotation Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
+#Select a Quotation record that needs to update its details. Click the drop-down arrow then click Edit.
 #Update the necessary fields then Click Save
 [[File:Sales - Sales Quotation - Edit.png|border|center|1500x1500px]]
 *'''Editing Sales Quotation Information'''
@@ Line 231: / Line 228: @@
 =====Printing Sales Quotation Record=====
-#Click Sales Quotation under Sales Menu
+#Click [[Sales Quotation]] under Sales Menu
-#Under Sales Quotation Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Select a Quotation record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Sales - Sales Quotation - Print.png|border|center|1500x1500px]]
 <br />
 =====Importing and Exporting Sales Quotation Record=====
-. Under Sales Quotation Screen, Click Options
+. Click [[Sales Quotation]] under Sales Menu
-. Under Options, The user may Export or Import The Record
+. Under Sales Quotation Screen, Click Options
 *When Exporting the records,  the user may also use the filter options such as Date Filter, Search Bar and Customer filter for precise searching and exporting of records.
@@ Line 246: / Line 245: @@
 <br />
-*When Importing the records, the user should follow the following steps provided in the Importing Quotation Screen such as
+*When Importing the records, the user should follow the following steps provided in the Importing Quotation Screen such as:
 [[File:Sales - Sales Quotation - Import.png|border|center|1500x1500px]]
@@ Line 348: / Line 344: @@
 =====<span class="mw-headline ve-pasteProtect" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Item_Class_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Item_Type_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Converting Sales Quotation Record</span></span></span></span> into Sales Order=====
-#Click Quotation under Sales Menu
+#Click [[Sales Quotation]] under Sales Menu
-#Under Sales Quotation Screen, Select a record that needs to convert to Sales Order. Click the drop-down arrow then click Convert to SO
+#Select a Quotation record that needs to convert to Sales Order. Click the drop-down arrow then click Convert to SO
-#Update the necessary fields under Create Sales Order Screen then click Save.
+#Update the necessary fields then click Save.
 [[File:Sales - Sales Quotation - Converting to SO.png|border|center|1500x1500px]]
 =====<span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Sales Quotation Record</span></span></span></span>=====
 Sales Quotation can be canceled in two ways:

← Older revision		Revision as of 05:44, 17 March 2022
Line 129:		Line 129:
	**This can be seen under [[Tax]] Maintenance Module.		**This can be seen under [[Tax]] Maintenance Module.

		+	=====View Sales Quotation=====
		+
		+	#Click Sales Quotation under Sales Menu
		+	#Under Sales Quotation Screen, Select a record that needs to view its details. Click the drop-down arrow then click View.
		+	#The user has an option to Edit the Quotation upon viewing it.
		+
		+	[[File:Sales - Sales Quotation - View.png\|border\|center\|1501x1501px]]
		+	<br />
	=====Editing Sales Quotation=====		=====Editing Sales Quotation=====

@@ Line 13: / Line 13: @@
 *#[[Warehouse]]
-===== Sales Quotation Record List =====
+=====Sales Quotation Record List=====
 [[File:Sales - Sales Quotation - Record List.png|border|center|1500x1500px]]
 <br />
@@ Line 131: / Line 131: @@
 =====Editing Sales Quotation=====
-# Click Sales Quotation under Sales Menu
+#Click Sales Quotation under Sales Menu
-# Under Sales Quotation Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
+#Under Sales Quotation Screen, Select a record that needs to update its details. Click the drop-down arrow then click Edit.
-# Update the necessary fields then Click Save
+#Update the necessary fields then Click Save
 [[File:Sales - Sales Quotation - Edit.png|border|center|1500x1500px]]
@@ Line 221: / Line 221: @@
 **Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.<br />
-===== Printing Sales Quotation Record =====
+=====Printing Sales Quotation Record=====
-# Click Sales Quotation under Sales Menu
+#Click Sales Quotation under Sales Menu
-# Under Sales Quotation Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Under Sales Quotation Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Sales - Sales Quotation - Print.png|border|center|1500x1500px]]
@@ Line 338: / Line 338: @@
 |}
-===== <span class="mw-headline ve-pasteProtect" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Item_Class_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Item_Type_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Converting Sales Quotation Record</span></span></span></span> into Sales Order =====
+=====<span class="mw-headline ve-pasteProtect" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Item_Class_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Item_Type_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"><span class="mw-headline ve-pasteProtect" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Converting Sales Quotation Record</span></span></span></span> into Sales Order=====
-# Click Quotation under Sales Menu
+#Click Quotation under Sales Menu
-# Under Sales Quotation Screen, Select a record that needs to convert to Sales Order. Click the drop-down arrow then click Convert to SO
+#Under Sales Quotation Screen, Select a record that needs to convert to Sales Order. Click the drop-down arrow then click Convert to SO
-# Update the necessary fields under Create Sales Order Screen then click Save.
+#Update the necessary fields under Create Sales Order Screen then click Save.
 [[File:Sales - Sales Quotation - Converting to SO.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Sales Quotation Record</span></span></span></span> =====
+=====<span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Sales Quotation Record</span></span></span></span>=====
-Sales Quotation can be deleted in two ways:
+Sales Quotation can be canceled in two ways:
-* Using drop-down arrow of a record can be used in single record deletion
+*Using drop-down arrow of a record can be used in single record cancellation
 [[File:Sales - Sales Quotation - Cancel1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Cancel Button for cancelling multiple records
 [[File:Sales - Sales Quotation - Cancel2.png|border|center|1500x1500px]]