Sales Quotation
You can fill out the quotation either directly or based on the customer inquiry.
Click on Create:
Buyer Details
Buyer Details: Select the buyer/customer for whom the sales quotation is being created.
Suppliers
Suppliers: Select the supplier associated with this quotation. Supplier details (name and address) will be displayed.
Price List
Price List: Select the applicable price list (if configured in the system).
Primary Document Details
Type: Select the type of quotation (e.g., Product or Service).
Inquiry Number: Enter or auto-generate the quotation number.
Inquiry Date: Select the date of the quotation.
Document Series: Choose the document series under which the quotation will be recorded.
Delivery Date: Select the expected delivery date.
POC Name: Select the point of contact person for this quotation.
POC Contact No: Enter the contact number of the POC.
Payment Term: Select the agreed payment terms.
Currency: Select the transaction currency.
Notes: Enter additional notes or remarks related to the quotation.
Items
Item: Select the item/product/service to be quoted.
UOM (Unit of Measure): Specify the unit of measurement.
HSN/SAC: Enter the applicable HSN/SAC code.
Quantity: Enter the quantity.
Price: Enter the price per unit.
Discount: Enter any applicable discount value.
Discount Type: Choose whether discount is in percentage (%) or fixed amount.
Tax Classes: Select applicable tax classes.
Total Before Tax: Auto-calculated based on item price and discount.
Total Tax: Auto-calculated based on tax classes.
Click + Add Item to add more items to the quotation.
Extra Other Charges
Description: Enter the description of additional charges.
Amount: Enter the charge amount.
Tax: Select tax if applicable.
Total Tax: Auto-calculated based on tax applied.
Click + Add Item to add multiple charges.
Additional Details
Tabs available under this section:
Attachments: Upload related documents.
Attach Signature: Attach an authorized signature to validate the quotation.
Comment: Add internal/external comments.
Terms & Conditions: Define the terms and conditions applicable to this quotation.
Actions:
Draft: Click on Draft to save the Sales Quotation as a draft for later editing.
If in Draft, the Sales Quotation can be updated.
Submit: Once you click Submit the Sales Quotation is finalized.
If in Submit, the purchase order cannot be updated.
View: Click on the View button to view Sales Quotation details.
Print: Click on the Print button to print the Sales Quotation.
Update:
Allowed only when the Sales Quotation 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 Quotation .
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 Quotation.
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