Discussion

Difference between revisions of "Sales Quotation"

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<div style="text-align: center;">
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[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]]
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</div><br />
 
==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.
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|}Notes:
 
|}Notes:
  
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*The user can only edit the Sales Quotation if it is on '''DRAFT''' status.
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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.
 
*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.
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**This can be seen in [[Customer]] Maintenance Module.
 
**This can be seen in [[Customer]] Maintenance Module.
 
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
 
**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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*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Warehouse]] Maintenance Module.
 
**This can be seen in [[Warehouse]] Maintenance Module.
−
**Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used
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**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.
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*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 
**This can be seen in [[Tax]] Maintenance Module
 
**This can be seen in [[Tax]] Maintenance Module
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**Past Transactions with "INACTIVE" Tax prior to its deactivation can still be used.
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**Past Transactions with '''INACTIVE''' Tax prior to its deactivation can still be used.
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*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 />
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*For detailed steps on how to edit a Sales Quotation record, you can visit the Sales Quotation Job Aids which can be found [[Sales Quotation Aids|Sales Quotation]]<br />
  
 
=====Sales Quotation Options=====
 
=====Sales Quotation Options=====
 
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]Notes:
 
[[File:Sales Quotation Options.png|center|thumb|Sales Quotation Options]]Notes:
  
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*Detailed steps on how to Export and Import a Sales Quotation records can be found [[Sales Module Aids|here.]]
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*Detailed steps on how to Export and Import a Sales Quotation records can be found [[Sales Quotation Aids|here]][[Sales Module Aids|.]]
  
 
=====Sales Quotation Import Options=====
 
=====Sales Quotation Import Options=====
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[[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:
  
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*The user can only delete the Sales Quotation record if it is on "DRAFT" status.
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*The user can only delete the Sales Quotation record if it is on '''DRAFT''' status.
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*Detailed steps on how to Print and Import a Sales Quotation records can be found [[Sales Quotation Aids|here]][https://docs.oojeema.com/Sales_Module_Aids .]<br />
  
 
=====Sales Quotation View Record=====
 
=====Sales Quotation View Record=====
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*The user can edit the details of the record while viewing it.
 
*The user can edit the details of the record while viewing it.
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*For detailed steps on how to View a Sales Quotation, you can visit the Sales Quotation Job Aids which can be found [[Sales Module Aids|here.]]<br />
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*For detailed steps on how to View a Sales Quotation, you can visit the Sales Quotation Job Aids which can be found <br />[[Sales Quotation Aids|here]]
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Sales
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|[[Sales]]<nowiki> | </nowiki>[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Warehouse]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Maintenance Aids
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|[[Customer Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
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|-
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|Others
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|[[Sales Process]]
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|}<br />

Revision as of 10:26, 14 January 2021


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.
  • 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 Sales Quotation
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.
  • Detailed steps on how to Print and Import a Sales Quotation records can be found here.
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
Categories:
Modules
Sales Sales | Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Maintenance Customer | Tax | Warehouse
Job Aid Modules
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt | Sales Invoice
Maintenance Aids Customer Aids | Tax Aids | Warehouse Aids
Others Sales Process


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