Sales Inquiry
Click on Create:
Buyer Details
Buyer Details: Select the buyer for whom the sales inquiry is being created.
Suppliers
Suppliers: Select the supplier related to this inquiry. Supplier details (name and address) will be displayed.
Primary Document Details
Type: Select the type of inquiry (e.g., Product or Service).
Document Series: Choose the document series under which the inquiry will be recorded.
Customer Inquiry Number: Enter or auto-generate the inquiry number for reference.
Customer Inquiry Date: Select the date of the customer’s inquiry.
Delivery Date: Select the expected delivery date for the inquiry.
POC Name: Select the point of contact person for this inquiry.
POC Contact No: Enter the contact number of the POC.
Payment Term: Choose the agreed payment term (e.g., Net 30, Advance).
Expected Reply Date: Enter the date by which a reply is expected.
Currency: Select the transaction currency (e.g., INR, USD).
Notes: Enter any additional notes regarding the inquiry.
Items
Item: Select the item/product/service for the inquiry.
UOM (Unit of Measure): Specify the unit of measurement (e.g., pcs, kg).
HSN/SAC: Enter the applicable HSN/SAC code.
Quantity: Enter the quantity required.
Price: Enter the price of the item.
Discount: Enter any applicable discount value.
Discount Type: Choose whether the discount is in percentage (%) or fixed amount.
Tax Classes: Select applicable tax classes (e.g., GST, VAT).
Total Before Tax: Auto-calculated based on item price and discount.
Total Tax: Auto-calculated based on applicable tax classes.
Click + Add Item to add more items to the inquiry.
Extra Other Charges
Description: Enter the description of additional charges (e.g., shipping, packing).
Amount: Enter the charge amount.
Tax: Apply tax if applicable.
Total Tax: Auto-calculated.
Click + Add Item to add more charges.
Additional Details
Attachments: Upload related documents (e.g., quotations, customer emails).
Attach Signature: Upload or attach an authorized signature.
Comment: Add internal or external comments related to the inquiry.
Terms & Conditions: Define the terms & conditions for this inquiry.
Actions:
Draft: Click on Draft to save the sales inquiry as a draft for later editing.
If in Draft, the sales inquiry can be updated.
Submit: Once you click Submit, the sales inquiry is finalized.
If in Submit the sales inquiry cannot be updated.
View: Click on the View button to view sales inquiry details.
Print: Click on the Print button to print the sales inquiry.
Update:
Allowed only when the sales inquiry is in Draft status.
Not allowed once it is in Submit status.
Workflow Approval:
If Approval Workflow is enabled in setup, only assigned members can approve the sales inquiry.
Other members cannot approve it.
Cancellation:
Purchase orders can be cancelled if they are no longer required.
If cancellation rules are enabled in setup, only authorized members can cancel the sales inquiry.
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