Discussion

Difference between revisions of "Sales Quotation"

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'''Sales Quotation'''
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== Sales Quotation ==
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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.
  
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<span style="font-size:11.0pt;line-height:107%;
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===== Sales Quotation List =====
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font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;mso-ascii-theme-font:minor-latin;mso-fareast-font-family:
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[[File:Sales Quotation Record List.png|center|thumb|Sales Quotation List]]
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Calibri;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;
 
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mso-bidi-font-family:&quot;Times New Roman&quot;;mso-bidi-theme-font:minor-bidi;
 
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mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">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.</span>
 
  
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'''Sales Quotation List'''
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===== Adding Sales Quotation =====
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[[File:Sales Quotation Record List.png|center|thumb|Sales Quotation List]]
 
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'''Adding Sales Quotation'''
 
 
[[File:Add Sales QuotationV2.png|center|thumb|863x863px|Adding Sales Quotation]]
 
[[File:Add Sales QuotationV2.png|center|thumb|863x863px|Adding Sales Quotation]]
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* Adding Sales Quotation Information
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{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
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**This can be seen in Item Master Maintenance Module.
 
**This can be seen in Item Master Maintenance Module.
 
*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
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* Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
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* Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
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*Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
  
  
 
'''Editing Sales Quotation'''
 
'''Editing Sales Quotation'''
 
[[File:Editing Sales QuotationV2.png|center|thumb|865x865px|Editing Sales Quotation]]
 
[[File:Editing Sales QuotationV2.png|center|thumb|865x865px|Editing Sales Quotation]]
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Notes:
 
  
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*The user can only edit the Sales Quotation if it is on "DRAFT" status.
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* '''Editing Sales Quotation Information'''
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*Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
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**This can be seen in Item Master Maintenance Module.
 
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**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
 
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*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
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**Past Transactions with "INACTIVE" customer prior to its deactivation can still be used.
 
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* Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
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** Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used"
 
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* Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
 
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** Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used.
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|•List of Tax to be applied on the item
 
|•List of Tax to be applied on the item
 
|•Types of tax provided in the Tax Maintenance Module
 
|•Types of tax provided in the Tax Maintenance Module
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|}'''Sales Quotation Options'''
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|}Notes:
 +
 
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*The user can only edit the Sales Quotation if it is on "DRAFT" status.
 +
*Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
 +
**This can be seen in Item Master Maintenance Module.
 +
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
 +
*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
 +
**Past Transactions with "INACTIVE" customer prior to its deactivation can still be used.
 +
*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
 +
**Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used"
 +
*Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
 +
**Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used.
 +
 
 +
===== Sales Quotation Options =====
 
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]
 
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]
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'''Sales Quotation Import Options'''
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===== Sales Quotation Import Options =====
 
[[File:Sales Quotation Import Options.png|center|thumb|Sales Quotation Import Options]]
 
[[File:Sales Quotation Import Options.png|center|thumb|Sales Quotation Import Options]]
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'''Sales Quotation Record Options'''
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===== Sales Quotation Record Options =====
 
[[File:Sales Quotation Recording Options.png|center|thumb|Sales Quotation Record Option]]Notes:
 
[[File:Sales Quotation Recording Options.png|center|thumb|Sales Quotation Record Option]]Notes:
  
 
*The user can only delete the Sales Quotation record if it is on "DRAFT" status.
 
*The user can only delete the Sales Quotation record if it is on "DRAFT" status.
  
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'''Sales Quotation View Record'''
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===== Sales Quotation View Record =====
 
[[File:Sales Quotation View Record.png|center|thumb|Sales Quotation View Record]]Notes:
 
[[File:Sales Quotation View Record.png|center|thumb|Sales Quotation View Record]]Notes:
  
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* The user can edit the details of the record while viewing it.
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*The user can edit the details of the record while viewing it.

Revision as of 10:42, 28 December 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
  • Adding Sales Quotation Information
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

Notes:

  • The user can only edit the Sales Quotation if it is on "DRAFT" status.
  • Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
  • Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
  • Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
  • Tax should on "ACTIVE" status when using it upon creating or editing a transaction.


Editing Sales Quotation

File:Editing Sales QuotationV2.png
Editing Sales Quotation
  • Editing Sales Quotation Information
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

Notes:

  • The user can only edit the Sales Quotation if it is on "DRAFT" status.
  • Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
    • Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
  • Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • Past Transactions with "INACTIVE" customer prior to its deactivation can still be used.
  • Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used"
  • Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
    • Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used.
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

Notes:

  • The user can only delete the Sales Quotation record if it is on "DRAFT" status.
Sales Quotation View Record
File:Sales Quotation View Record.png
Sales Quotation View Record

Notes:

  • The user can edit the details of the record while viewing it.
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