×
Menu
 
   
   
   
 
  (c) Ascomp Technologies, 2017

Quotation

Quotation is the document that is generated in response to a customer enquiry. It specifies the rates that the company offers along with certain terms and conditions. A quotation can be prepared either with reference to a Sales Enquiry document or without any reference. It also shows the discount and taxes which are applicable. 
 
 (Path: Sales → Documents → Quotation)
Quotation
 
1Add New
User can make new enquiry by clicking on the 'Add New' button available at the panel
2Customer Name
Select customer
3Reference No
Select reference no (if any)
4Product
In product tab user can add items and can edit qty, req date and UOM.
5Color         
Select the color if you want to add. The color is defined in User defined attribute
6Size
Select the size if you want to add. The size is defined in User defined attribute
7Unit Price
Price defined with the item. Price list can also be defined for different customer types like retailer, wholesaler, distributor etc. If there is a price list defined for the selected customer type then price will appear accordingly. User can modify the price if required.
Refer <Price list> definition for more details.
8Discount
Discounts can be defined and attached to the customer. Discounts will appear based for the selected customer accordingly. User can modify the  discounts as required.
Refer <Promo Code> definition for details.
9Quotation Type
Select the quotation type - Quotation or Rate Contract
10Payment Term
Payment terms defined in the system can be selected during quotation entry as applicable.
Refer <Terms & Condition Definition> for more details.
 
Sales Quotation Browser >>