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Difference between revisions of "Sales Quotation"
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| − | == Sales Quotation == | + | ==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. | 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 ===== | + | =====Sales Quotation List===== |
[[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 QuotationV2.png|center|thumb|863x863px|Adding Sales Quotation]] | [[File:Add Sales QuotationV2.png|center|thumb|863x863px|Adding Sales Quotation]] | ||
| − | * Adding Sales Quotation Information | + | *Adding Sales Quotation Information |
{| class="wikitable" | {| class="wikitable" | ||
| Line 62: | Line 62: | ||
*Warehouse 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. | *Tax should on "ACTIVE" status when using it upon creating or editing a transaction. | ||
| + | *For detailed steps on how to create a Sales Quotation, you can visit the Sales Quotation Job Aids which can be found [[Sales Module Aids|here]] | ||
| Line 67: | Line 68: | ||
[[File:Editing Sales QuotationV2.png|center|thumb|865x865px|Editing Sales Quotation]] | [[File:Editing Sales QuotationV2.png|center|thumb|865x865px|Editing Sales Quotation]] | ||
| − | * '''Editing Sales Quotation Information''' | + | *'''Editing Sales Quotation Information''' |
{| class="wikitable" | {| class="wikitable" | ||
| Line 125: | Line 126: | ||
*Tax should 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. | ||
**Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used. | **Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used. | ||
| + | * For detailed steps on how to edit a Sales Quotation record, you can visit the Sales Quotation Job Aids which can be found [https://docs.oojeema.com/Sales%20Module%20Aids here]<br /> | ||
| − | ===== 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]] | ||
| − | ===== Sales Quotation Import Options ===== | + | =====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]] | ||
| − | ===== Sales Quotation Record Options ===== | + | =====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. | ||
| − | ===== Sales Quotation View Record ===== | + | =====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: | ||
*The user can edit the details of the record while viewing it. | *The user can edit the details of the record while viewing it. | ||
Revision as of 11:48, 29 December 2020
Contents
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.
- For detailed steps on how to create a Sales Quotation, you can visit the Sales Quotation Job Aids which can be found here
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.
- For detailed steps on how to edit a Sales Quotation record, you can visit the Sales Quotation Job Aids which can be found here
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.