This page allows you to create quotations for a customer before even creating the shipment. After approval, the quotation can be generated on a PDF file and sent to the customer at the click of a button. You can finalize the quotation or revise it any number of times.
The result is displayed as below,
The Yellow highlighted row indicates that the quotation is a Template. Cancelled quotations are displayed in Red.
The following columns are displayed:
ID: Displays the auto-generated Quotation ID which gets generated at the time of creation.
Date: Displays the date of the Quote which gets reflected on the generation of Quotation.
Number: Displays the number of quotation.
Rev: Displays the count of revision.
Title: Displays the title of the quotation.
Company: Displays the company name.
Workflow: Displays the name of the workflow.
Entity: Displays the name of the entity to which the quotation is linked.
Currency: Displays the Currency.
Income: Displays the total income of the quotation.
Expense: Displays the total expense of the quotation.
Gross Profit: Displays the difference between income and expenses.
Status: Displays the status of the Quotation.
Validity Days: Display the number of days it is valid.
Created By: Displays the name of the creator.
Creating New Quotation
Click on the 'New Quote' button to create a new quote. The following window pops up:
Type: Select type the dropdown menu. It can be Normal or Template. The 'Template' type cannot be generated but can be replicated to create new quotations.
Title: Enter the title of the quotation.
Company: Select the company from the dropdown. By default primary company is selected of the user, required company can be selected in case of multiple companies access.
Entity Type: Select the entity type from the dropdown menu.
Entity: Select the entity name from the dropdown to be linked.
Currency: Select the currency for the quote.
Validity: Enter the number of days the quotation will be valid.
Workflow: Select the workflow to assign to the quote. Once the workflow is assigned, accounts can be Initialized from the workflow in the quotation.
Note: workflow can only be assigned at the time of creation.
Hide Total: Hides the total amount on the quote.
Restricted: Toggle 'Yes' to restrict the quote. Restricted quotes can only be seen by the quote creator, SysAdmin as well as the users who are to be notified.
Notify Users: Select users to send the status of the quotation on each action taken. Only users having company access similar to the quote's company can be notified.
Internal Remarks: Enter the internal remarks for the quote which can only be seen on the Quotation details page.
External Remarks: Enter the external remarks for the quote which can be seen on the Quotation detail page as well as printed on the quotation.
Term & Conditions: Enter the term and conditions for the quote which can be seen on the Quotation detail page as well as printed on the quotation.
Click on the 'Export' button, a file gets downloaded with the information displayed on the quotation page in MS-Excel format.