Sales Quotation
You can fill out the quotation either directly or based on the customer inquiry.
Based on Inquiry:
Inquiry Number: Select the inquiry number. The Buyer Details, Inquiry Date, and Item Details will auto-fill based on the selected inquiry number.
Document Series: Select the document series.
Delivery Date: Enter the delivery date.
Add Items: Click on "Add Items" to add more items to the list.
Direct Quotation:
Buyer Details: Select the customer from the available list.
Document Series: Choose the appropriate document series for the order (e.g., quotation, invoice).
Delivery Date: Enter the expected delivery date for the order.
Payment Term:Select the applicable payment term (e.g., 30 days, COD, advance).
Items:
Items: Select the items from the dropdown list.
Variation: Select the variation (if applicable).
Alternate UOM: Select an alternate unit of measure (if needed).
Quantity: Enter the quantity of items.
Store Quantity: Select the store quantity where you want the items delivered.
Attachment: Add any attachments (if necessary).
Comment: Add any comments (if needed).
Terms & Conditions: Include any terms and conditions (if applicable).
Manage Signature: Add a signature (if required).
Draft: Click on "Draft" to save the inquiry as a draft for later editing.
Submit: Click on "Submit" to send the inquiry.
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