Edit Quotation – A summary of the activity

Component overview

Pages inside 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

Selecting Quotation.

Edit Quotation Details

Modifying Quotation Details.

Specify Additional Item Details

Specifying Additional Details.

Specify Schedule

Specifying Schedule Details for each Line Item.

Attach Notes

Specify 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.