Edit Quotation – A summary of the activity
This activity allows you to search and select a quotation for modifying its details. Only those quotations that are in the “Draft”, “Fresh” or “Returned” status can be modified. Single quotation can only be selected for modification from the multiline.
You can also delete the selected quotation. Multiple deletion of quotation is allowed in this activity. The status of the quotation is updated to “Deleted”. The deleted quotation(s) can only be viewed.
This activity also permits you to modify additional details pertaining to quotation, 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 modify important textual information related to quotation.
Getting familiar with the pages inside
|
Go to page… |
For… |
|
Select Quotation |
|
|
Edit Quotation Details |
|
|
Specify Additional Item Details |
|
|
Specify Schedule |
|
|
Attach Notes |
Specify Notes. |
|
Specify TCD By Item |
|
|
Specify TCD By Document |
|
|
Specify Quantity Price Break |
|
|
Specify Promotional Items |
|
|
Specify Attributes |