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.

Sales Quotation List

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Sales Quotation List

Adding Sales Quotation

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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

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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

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Sales Quotation Options

Sales Quotation Import Options

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Sales Quotation Import Options

Sales Quotation Record Options

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Sales Quotation Record Option

Notes:

• The user can only delete the Sales Quotation record if it is on "DRAFT" status.

Sales Quotation View Record

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Sales Quotation View Record