Quotation

A quotation is a document that specifies the goods or services you offer with prices and other terms. It allows a customer to review the details before confirming.

How to Create a Quotation

• Go to menu SALES -> QUOTATION
• Click on CREATE and add details in the fields as necessary
• According to the QUOTATION TYPE chosen, the listed terms and amount calculation will change
• Add multiple products to the details table
• Add all the required terms and charges
• On SAVE click, the quotation will be saved with OPEN status

How to Amend a Quotation

• Select the row to be amended from the details view and click 'AMEND' button
• A copy of the Quotation is created in which the product or rate details can be revised
• Save the copy with AMENDMENT NO mentioned
• While the new copy will be saved with OPEN status, the old copy will be changed to 'AMENDED' status

Status Info

Only OPEN status Quotations can be edited or deleted

Based on the Quotation reference, once a Customer PO / Sale Order is created, its status changes to CLOSED

The Customer PO / Sale Order in which the Quotation is referred has to be deleted, to revert its status to OPEN and make it editable

AMENDED or CLOSED Quotation cannot be referred in a Customer PO / Sale Order