Create Quotation – A summary of the activity

Component overview

Pages inside the activity

This activity allows you to create a quotation. A quotation is prepared for a customer, which acts as a future reference document when a sale order is raised. Quotation is an estimate of item costs submitted by a vendor to a prospective client. Quotations generated can be based on an "RFQ", "Quotation" or can be a direct quotation without any reference document. 

This activity also allows you to specify the schedule details for the items to be shipped, TCD details for each line item, the TCD details for the whole document, the VAT details, the details of the price break based on the quantity of item ordered, the details of the promotions for the ordered items, the attribute details pertaining to each line item, and to add important textual information related to Quotation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Create Quotation

Creating Quotation.

Specify Additional Details

Specifying Additional Details.

Specify Schedule

Specifying Schedule Details for each line Item.

Attach Notes

Specifying Notes.

Specify TCD By Item

Specifying Tax/Charges/ Discounts for each line Item.

Specify TCD By Document

Specifying Tax/Charges/ Discounts for Document.

Specify Quantity Price Break

Specify Price Breaks for the Quantity Quoted.

Specify Promotional Items

Specifying Promotion Items Details for each line Item.

Specify Attributes

Specifying Attributes Details for each line Item.