Discussion

Difference between revisions of "Sales Quotation"

(Update Sales Quotation Record List)
Line 10: Line 10:
 
[[File:Sales Quotation Record List.png|center|thumb|Sales Quotation List]]
 
[[File:Sales Quotation Record List.png|center|thumb|Sales Quotation List]]
 
'''Adding Sales Quotation'''
 
'''Adding Sales Quotation'''
−
[[File:Add Sales Quotation.png|center|thumb|Adding Sales Quotation]]
+
[[File:Add Sales QuotationV2.png|center|thumb|863x863px|Adding Sales Quotation]]
 +
{| class="wikitable"
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Sales Quotation Number
 +
|•Sales Quotation Reference Number
 +
|•Auto-Generated after creation
 +
|-
 +
|2.Customer
 +
|•Name of Customer
 +
|•Text/Set of Customer List provided in Customer Maintenance Module
 +
|-
 +
|3.Discount Type
 +
|•Type of Discount Prices for the Customer
 +
|•Type of Discount (Percentage/Amount)
 +
|-
 +
|4.Transaction Date
 +
|•Date of Transaction
 +
|•Date
 +
|-
 +
|5.Expiration Date
 +
|•Date of Transaction Expiration
 +
|•Date
 +
|-
 +
|6.Notes
 +
|•Other remarks for the transaction
 +
|•Text
 +
|-
 +
|7.Item
 +
|•List of Items to be quoted
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|•Item List provided in the Item Master Maintenance Module
 +
|-
 +
|8.Warehouse
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|•Warehouse where the item should be ordered
 +
|•List of Warehouse
 +
|-
 +
|9.Quantity(Qty)
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|•Quantity of items to be ordered
 +
|•Quantity(Number)
 +
|-
 +
|10.Tax
 +
|•List of Tax to be applied on the item
 +
|•Types of tax provided in the Tax Maintenance Module
 +
|}
 +
 
 +
 
 
'''Editing Sales Quotation'''
 
'''Editing Sales Quotation'''
−
[[File:Editing Sales Quotation.png|center|thumb|Editing Sales Quotation]]
+
[[File:Editing Sales QuotationV2.png|center|thumb|865x865px|Editing Sales Quotation]]
 +
<br />
 +
{| class="wikitable"
 +
|+
 +
!Field
 +
!Description
 +
!Expected Values
 +
|-
 +
|1.Sales Quotation Number
 +
|•Sales Quotation Reference Number
 +
|•Auto-Generated after creation
 +
|-
 +
|2.Customer
 +
|•Name of Customer
 +
|•Text/Set of Customer List provided in Customer Maintenance Module
 +
|-
 +
|3.Discount Type
 +
|•Type of Discount Prices for the Customer
 +
|•Type of Discount (Percentage/Amount)
 +
|-
 +
|4.Transaction Date
 +
|•Date of Transaction
 +
|•Date
 +
|-
 +
|5.Expiration Date
 +
|•Date of Transaction Expiration
 +
|•Date
 +
|-
 +
|6.Notes
 +
|•Other remarks for the transaction
 +
|•Text
 +
|-
 +
|7.Item
 +
|•List of Items to be quoted
 +
|•Item List provided in the Item Master Maintenance Module
 +
|-
 +
|8.Warehouse
 +
|•Warehouse where the item should be ordered
 +
|•List of Warehouse
 +
|-
 +
|9.Quantity(Qty)
 +
|•Quantity of items to be ordered
 +
|•Quantity(Number)
 +
|-
 +
|10.Tax
 +
|•List of Tax to be applied on the item
 +
|•Types of tax provided in the Tax Maintenance Module
 +
|}
 
'''Sales Quotation Options'''
 
'''Sales Quotation Options'''
 
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]
 
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]

Revision as of 13:22, 30 September 2020

Sales Quotation

This module allows the user to create a quotation of items to be ordered by a customer. This module can be converted to Sales order once the customer confirmed to order the items.

Sales Quotation List

File:Sales Quotation Record List.png
Sales Quotation List

Adding Sales Quotation

File:Add Sales QuotationV2.png
Adding Sales Quotation
Field Description Expected Values
1.Sales Quotation Number •Sales Quotation Reference Number •Auto-Generated after creation
2.Customer •Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module
3.Discount Type •Type of Discount Prices for the Customer •Type of Discount (Percentage/Amount)
4.Transaction Date •Date of Transaction •Date
5.Expiration Date •Date of Transaction Expiration •Date
6.Notes •Other remarks for the transaction •Text
7.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
8.Warehouse •Warehouse where the item should be ordered •List of Warehouse
9.Quantity(Qty) •Quantity of items to be ordered •Quantity(Number)
10.Tax •List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module


Editing Sales Quotation

File:Editing Sales QuotationV2.png
Editing Sales Quotation


Field Description Expected Values
1.Sales Quotation Number •Sales Quotation Reference Number •Auto-Generated after creation
2.Customer •Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module
3.Discount Type •Type of Discount Prices for the Customer •Type of Discount (Percentage/Amount)
4.Transaction Date •Date of Transaction •Date
5.Expiration Date •Date of Transaction Expiration •Date
6.Notes •Other remarks for the transaction •Text
7.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
8.Warehouse •Warehouse where the item should be ordered •List of Warehouse
9.Quantity(Qty) •Quantity of items to be ordered •Quantity(Number)
10.Tax •List of Tax to be applied on the item •Types of tax provided in the Tax Maintenance Module

Sales Quotation Options

File:Sales Quotation Options.png
Sales Quotation Options

Sales Quotation Import Options

File:Sales Quotation Import Options.png
Sales Quotation Import Options

Sales Quotation Record Options

File:Sales Quotation Recording Options.png
Sales Quotation Record Option

Sales Quotation View Record

File:Sales Quotation View Record.png
Sales Quotation View Record
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