Every firm/organization use this document to sell goods or services at a stated price, under specified conditions. So creation of these documents easily and keep the records of every document using this section.
Click on Commerce > Quotation Menu :
You will get page:
Basic Detail Section :
Client Name : Please select client name.
Address : Fill address details.
Will be used for organization / company to collect the money after delivery of products.
Will be used for organization / company to dispatch the delivery of products.
Quotation No : It automatically generated when we create any new quotation.
Create Date : Mention creation date, by default it takes present day's date.
Due Date : Expected date to completion of order and delivery of products.
Terms & Condition : Please select terms & condition for particular quotation.
Currency : Please select currency.
Add Item : After addition of basic details, click to 'Add Item' to add in quotation.
Item Details :
Item : Select an item.
Taxation : Select tax to apply on item.
Quantity : Mention quantity.
Narration : Mention narration.
Shipping Charge : Not required to mention, if it is predefined in that particular item.
After successfully insertion of record, Quotation detail here.
Actions And Their significant :
On almost every grid in epan, you will see Status (Active/InActive or Draft etc.) and action dropdown.
In quotation there are multiple kinds of actions based on status :
After successfully creation of Quotation, Now you have to further move to 'Create a new Sales Order'.