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Difference between revisions of "Sales Quotation"
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| − | * The user can only edit the Sales Quotation if it is on "DRAFT" status.<br /> | + | *The user can only edit the Sales Quotation if it is on "DRAFT" status.<br /> |
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[[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]] | + | [[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. | ||
| + | |||
'''Sales Quotation View Record''' | '''Sales Quotation View Record''' | ||
[[File:Sales Quotation View Record.png|center|thumb|Sales Quotation View Record]] | [[File:Sales Quotation View Record.png|center|thumb|Sales Quotation View Record]] | ||
Revision as of 14:11, 12 October 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
Notes:
- The user can only edit the Sales Quotation if it is on "DRAFT" status.
| 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
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