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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 | + | 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===== | ||
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|}Notes: | |}Notes: | ||
| − | *The user can only edit the Sales Quotation if it is on | + | *The user can only edit the [[Sales Quotation]] if it is on '''DRAFT''' status. |
| − | *Item should be on | + | *Item should be on '''ACTIVE''' status when using it upon creating or editing a transaction. |
| − | **This can be seen | + | **This can be seen under [[Item Master]] Maintenance Module. |
| − | *Customer should be on | + | *Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction. |
| − | *Warehouse should be on | + | **This can be seen under [[Customer]] Maintenance Module. |
| − | *Tax should on | + | *Warehouse should be 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 | + | **This can be seen under [[Warehouse]] Maintenance Module. |
| + | *Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction. | ||
| + | **This can be seen under [[Tax]] Maintenance Module. | ||
| + | *For detailed steps on how to create a Sales Quotation, you can visit the Sales Quotation Job Aids which can be found [[Sales Quotation Aids|here]] | ||
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|}Notes: | |}Notes: | ||
| − | *The user can only edit the Sales Quotation if it is on | + | *The user can only edit the Sales Quotation if it is on '''DRAFT''' status. |
| − | *Item should be on | + | *Item should be on '''ACTIVE''' status when using it upon creating or editing a transaction. |
| − | **This can be seen in Item Master Maintenance Module. | + | **This can be seen in [[Item Master]] Maintenance Module. |
| − | **Past Transactions with | + | **Past Transactions with '''INACTIVE''' item prior to its deactivation can still be used. |
| − | *Customer should be on | + | *Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction |
| − | **Past Transactions with | + | **This can be seen in [[Customer]] Maintenance Module. |
| − | *Warehouse should be on | + | **Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used. |
| − | **Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used | + | *Warehouse should be on ACTIVE status when using it upon creating or editing a transaction. |
| + | **This can be seen in [[Warehouse]] Maintenance Module. | ||
| + | **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. | *Tax should on "ACTIVE" status when using it upon creating or editing a transaction. | ||
| + | **This can be seen in [[Tax]] Maintenance Module | ||
**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 [[Sales Module Aids|here]].<br /> | *For detailed steps on how to edit a Sales Quotation record, you can visit the Sales Quotation Job Aids which can be found [[Sales Module Aids|here]].<br /> | ||
| Line 131: | Line 137: | ||
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]Notes: | [[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]Notes: | ||
| − | * Detailed steps on how to Export and Import a Sales Quotation records can be found [[Sales Module Aids|here.]] | + | *Detailed steps on how to Export and Import a Sales Quotation records can be found [[Sales Module Aids|here.]] |
=====Sales Quotation Import Options===== | =====Sales Quotation Import Options===== | ||
Revision as of 08:36, 14 January 2021
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 under Item Master Maintenance Module.
- Customer should be on ACTIVE status when using it upon creating or editing a transaction.
- This can be seen under Customer Maintenance Module.
- Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
- This can be seen under Warehouse Maintenance Module.
- Tax should on ACTIVE status when using it upon creating or editing a transaction.
- This can be seen under Tax Maintenance Module.
- 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
- This can be seen in Customer Maintenance Module.
- 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.
- This can be seen in Warehouse Maintenance Module.
- 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.
- This can be seen in Tax Maintenance Module
- 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
Notes:
- Detailed steps on how to Export and Import a Sales Quotation records can be found here.
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.
- For detailed steps on how to View a Sales Quotation, you can visit the Sales Quotation Job Aids which can be found here.