Sales Quotation

Sales | Sales Quotation Aids | Sales Order | Delivery Receipt

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.

Requirements before using Sales Quotation

• The user should setup the following Maintenance Module in order to proceed on using the Sales Quotation
  1. Customer
  2. Item Master
  3. Price List
  4. Project
  5. Tax
  6. Warehouse
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customer Aids
  2. Item Master Aids
  3. Price List Aids
  4. Project Aids
  5. Tax Aids
  6. Warehouse Aids

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.
• Detailed steps on how to Print and View 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