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Sales Quotation

Sales quotation is a marketing statement listing the prices, period, quantity, etc usually in response to a sales enquiry. Payment terms may also be discussed in sales quotations. Transaction screens are similar in appearance with a fixed number of fields. So if there is a field that is redundant then type none.

salqot

Fields & description:

  • No & Ref No.

The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field.

  • Date & Ref Date

This is the date when the transaction is created and reference date shows the date of reference for this sales quotation.

There is a Load button that helps you call on another document. Select the document and click on Load Doc. This will generate items from that document.

In BOM loading, specify either BOM or Nesting Plan and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table.

The details regarding the address, transportation, duty, etc., can also be entered by clicking on the Particulars button.

Use the Document charges button to specify the charges applicable for the specified document.

Now you must select the Party and Party branch from the which the material is to be acquired.

  • Tax Type

Select the tax type from the given list. This is the tax applicable for this transaction.

  • Duty Type

Choose the duty type enforced for this transaction in this field.

  • Payment Term

If payment terms are available, then select the payment term agreed upon for this transaction.

  • In Charge

Select the employee in charge of this transaction here.

  • Store

Specify the store where this item will be destined if required.

  • Currency & Rate

Enter the currency used for the transaction. Type the rate of currency.

In the grid, the list of all the particulars along with its details will be displayed. The grid can be used to view the item level charges.

There are several functional buttons at the end of the screen along with special transaction buttons like Where Used which will display all the transactions where your document has been referred.

Save drafts of your transaction with Draft button. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Clicking on draft will save the present version of the draft. The drop down mark will show the list of available drafts..

Revisions

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