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5.Quotation:

  • It is a formal statement setting out the estimated cost for a particular job or service.
  • It is a document that refers to a potential client that lists the proposed prices for the supplier's goods or services.

Dashboard

  • Quotation dashboard will be shown as below image:

5.1. New Quotation :

  • Click on the + New Quotation form to open it as per the below image.
  • New Quotes can be added under this tab.
  • Click on the Add New Quotation by default display form will open as per the below image.






    1.Quotation Type:Select Quotation Type using dropdown.
    2.Quotation Template: Select Quotation Template using dropdown.
    3.Quotation No: Enter Quotation No.
    4.Quotation Seq. No. : Select Priority using dropdown.
    5.Due date: Enter Due Date.
    6.Contacts: Select Contacts using dropdown.
    7.Place Of Supply: Select Place Of Supply using dropdown.
    8.Quotation date: Enter Quotation Date.
    9.Currency: Select Currency using dropdown.
    10.Reference Lead: Select Reference Lead using dropdown.
  • After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.
  • On click of the Preview Quotation icon, users can Preview Quotation details along with Accept & Reject.
  • On click of the Edit icon, users can Edit lead details along with Accept & Reject.

5.2. Drafts tab:

  • Once the Quote is created it will display in the Draft tab with Quoted status.


  • On click of the Three doted button icon ,user can view lead details ,po details and customer details.
  • On click of the View icon, users can view quotation details.
  • On click of the Preview Quotation icon, users can Preview Quotation details along with Accept & Reject.
  • On click of the Edit icon, users can Edit quote details along with Accept & Reject.
  • Click on the Edit button → In below, Item Details tab by default display.

    1.Item: Enter the Item.
    2.Unit Price: Enter the Unit prize.
    3.Discount: Enter the Discount.
    4.Quality: Enter the Quality.
    5.CGST: Select CGST using dropdown.
    6.SGST: Select SGST using dropdown.
    7.IGST: Select IGST using dropdown.
    8.Amount: Enter the Amount.
    9.Terms And Condition: Select Terms and condition using dropdown.
    10.Terms And Payment: Select Terms and payment using dropdown.
  • After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.

5.3. Accepted tab:

  • Once the Quote is accepted it will display in the accepted tab with Accepted status.
  • On click of the Preview Quotation icon, users can Preview Quotation details.
  • On click of the View Accepted Quotation icon, users can view Accepted quotation details.

    5.4 History tab:

  • History tab gives the view of previous records that are already existing.
  • One can view all data of quotes that are present & available.
  • After the quote has been closed, it will appear in the closed tab with the statuses closed and rejected.
  • On click of the View icon, users can view quote details.
  • On click of the Preview Quotation icon, users can Preview Quotation details.

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