SILK Support

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.

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.

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.

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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