Sales Quotation

You can fill out the quotation either directly or based on the customer inquiry.

Based on Inquiry:

1. Inquiry Number: Select the inquiry number. The Buyer Details, Inquiry Date, and Item Details will auto-fill based on the selected inquiry number.

2. Document Series: Select the document series.

3. Delivery Date: Enter the delivery date.

4. Add Items: Click on "Add Items" to add more items to the list.

Direct Quotation:

1. Buyer Details: Select the customer from the available list.

2. Document Series: Choose the appropriate document series for the order (e.g., quotation, invoice).

3. Delivery Date: Enter the expected delivery date for the order.

4. Payment Term:Select the applicable payment term (e.g., 30 days, COD, advance).

Items:

1. Items: Select the items from the dropdown list.

2. Variation: Select the variation (if applicable).

3. Alternate UOM: Select an alternate unit of measure (if needed).

4. Quantity: Enter the quantity of items.

5. 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.