Quotation

What is Quotation?

A quotation is a formal statement or estimate of the cost for goods or services provided by a seller to a buyer. It outlines the terms and conditions, including the price, and is typically used in business transactions. Here are some common contexts for quotations.

New Quotation

New Quotation in Quotation

2. Enter the quotation details. E.g. General Info, Customer Info and etc. Info with asterisks (*) must be filled in such as Currency Code, Rev, Sales Person and Quotation Date.

Note: In Customer Info, you may go to Data and select New Customer (Customer Maintenance) in order to add a new customer or select existing customer. Otherwise, you can just click on the Add button.

Quotation Details

3. Click on Item Details in order to add items to sales order. (You may refer back to New Invoice)

4. Click on Save if the details have been filled in completely.

Save Quotation Details

5. Click OK on the confirmation.

6. Record saved.

Quotation List

Quotation List in Quotation

2. User may click on View to check or edit the sales order. Also, user can choose the sales order date range to view the sales order.

Note: User can click on New button to create a new quotation. Otherwise, user has to go to Sales and select New Quotation (Quotation).

3. There are involved 4 buttons as Print, New, Delete and Edit when you click on View. (You may refer back to Invoice List)

4. User may turn quotation into invoice by clicking Invoice.

Invoiced Quotation

5. Click OK on the Confirmation.

Confirmation

6. Record has been converted to invoice.

7. Quotation Template.

Quotation Setting

Tool > Quotation Setting

Quotation Setting contains general settings which are Currency, Payment Term, Payment Method, Note, Tax Rate (%), Item Tax Text, and Tax Inclusive.