To add a new Quotation, you need to click <Add> and then perform the necessary steps;

 

Figure 38 (Quotation Entry)

 

§  The Quotation No is auto-generated by the system once you save the Quotation;

• The Quotation Date is set to the current date; however, you can change if needed;
• Enter the Valid Until;
• Enter the Delivery Date;
• If you want to select a customer from the financial, check the Existing Customer checkbox, then select the Customer from the predefined list, accordingly the Customer Name will be auto-retrieved; however, where you can update it if needed;
• If you want to enter a new customer name, uncheck the Existing Customer checkbox, then enter the Customer Name;
• Enter the Customer Reference and the Customer Reference Date;
• The Currency and Ex-rate are auto-retrieved by the system based on the selected customer;
• The Country, City, and Area are auto-retrieved from the financial based on the selected customer;
• The Payment Method is auto-retrieved by the system based on the selected customer;
• Select the Store;
• Select the Sales Team from the predefined list;
• Select the Salesman from the predefined list;
• Select the Sales Order Item Type (Bulk/ Bag);

-       If Bulk was selected, you can only transfer the same quantity (No tolerance)

-       If Bag was selected, you can ship quantity plus/ minus the tolerance percentage

• Select the Transfer Type;
• Select the Sales Order Type (Local, Export)

-       If Export was selected, you need to fill the additional fields;

-       Export Orders are considered Commercial invoices

• The Amount Information will be auto-retrieved by the system;
• Enter any necessary Notes;
• Once you have done defining the necessary data, click <Save>.