Price Quotations

“This page displays everything related to price quotations.”

To access the Price Quotations page, please follow these instructions carefully:

• Firstly, go to the Sales screen from the main menu by clicking on the Sales option. Then, the Invoice window will appear, where you will click.
• When you are in the Invoice window, you will need to select the link labeled “Price Quotations,” which will allow you to access the page dedicated to quotations.

Options and Features of the Price Quotations page:

• On this page, you will find an option to use filters, “Date – …,” which can be accessed by clicking on the filter icon on the left side of the page. Using these filters, you can query the price quotations in the system.
• You can view any existing price quotation, with the ability to edit it according to your needs and requirements.
• You can also view the accounting entry associated with any of these documents through a custom button at the end of each transaction.
• You have the ability to print any price quotation and keep a hard copy.

Explanation of how to create a new price quotation:

“To create a new price quotation, you can click on the link available at the top of the page labeled ‘New Price Quotation.’ Please follow these instructions carefully:”

• Basic Price Quotation Data:

1. 1. First, you will need to specify the quotation creation date from the calendar. This date will be automatically assigned based on the current date, but you can modify it if necessary.
   2. Select the establishment branch associated with the quotation from the dropdown list of establishment branches.
   3. Each price quotation is distinguished by a unique serial number used to identify it within the system.
   4. Choose the customer for whom the quotation is intended from the dropdown list of customers.
   5. Select the customer’s branch from the dropdown list of customer branches.
   6. Through the price quotation page, you can check the customer’s credit limit before executing the quotation.
   7. Choose the appropriate sales type for this quotation from the “Price List” dropdown menu.
   8. The customer may require specific payment terms, which you can set through the “Payment” menu, where the default payment type is specified, but you can change it if necessary.

2. Price Quotation Items Table:

   1. Start by selecting the items for the quotation, whether they are previously purchased products, manufactured products, or services.
   2. Specify the quantity you want to include in the quotation.
   3. The price field will be automatically filled according to the selected pricing in the basic price quotation data, based on the “Sales Pricing,” but you can adjust this price if necessary.
   4. Add the discount percentage you want to apply to each item.
   5. The system will automatically calculate the taxes and include them in the quotation.
   6. You can also add the shipping cost associated with the quotation to the shipping cost field, then click the “Update” button to save the changes.

• Data for the Delivery of the Price Quotation:

1. 1. You will also be asked to choose the warehouse from which the items of the price quotation will be delivered in case of a transfer for delivery.
   2. Finally, you must select the shipping company that will handle the delivery of the price quotation items in case of a transfer for delivery.

When you have filled in all the details, click the “Insert Price Quotation” button to create the quotation.”