Sales Quotations

Overview

The Sales Quotations page allows users to manage quotations efficiently by creating, viewing, filtering, and submitting them for approval.

Quotation Table Fields

• Number: Unique ID (e.g., SQT/2025/2/00002).
• Date / Due Date: Issue and expiration date.
• Customer: Associated client.
• Type: Document or quotation type.
• Total: Total amount of the quotation.
• Status: Current status (Draft, Submitted, etc.).
• Current Step: Workflow stage or required action.

Key Page Actions

1. Entries per page: Choose how many records to view.
2. Pagination: Navigate through pages of quotations.
3. Delete Selected: Remove multiple selected quotations.

Filtering Quotations

1. Click Filter at the top.
2. Apply filters such as:
   • Number
   • Date Range
   • Due Date Range
   • Reference Number
3. Click Search to apply filters.

Creating a Quotation

1. Click Create.
2. Fill in all required fields.

Form Fields

• Date / Due Date: Automatically populated, editable.
• Customer: Select or add a customer.
• Reference Number: Select or create a reference.
• VAT %: Apply appropriate tax rate (e.g., 5%).
• Currency: Choose (e.g., AED).

Adding Quotation Items

• Template: Load from predefined format.
• Add Existing Item: Insert from inventory.
• Add New Item: Manually enter new product/service.
• Get Reference Items: Fetch items from a related reference.
• Import Excel: Upload items in bulk.

Price Calculations

• Final Price: Unit price × quantity.
• Total: Aggregate of all items.

Submission Options

• Save: Keep as draft.
• Submit: Mark as ready for approval.

Tips

• Review draft records frequently.
• Use filters for fast navigation.
• Complete all required fields to ensure submission success.