This tab allows entry of optional payment and delivery details, as well as the validity period of the quotation. No fields are mandatory.
In. Doc.#: Select a related internal document (e.g., lead or project).
Payment Terms: This field defaults to the payment terms specified in the customer master record. To select different terms, click the field and then use the Show all link in the dropdown.
Delivery Terms: Specify or select from available delivery conditions. New terms can also be created.
Delivery Address: Auto-filled based on company data; can be modified as needed.
Department: Identify the department handling the quotation.
Responsible: Assign the employee responsible for this quotation.
Valid From / To: Define the validity period of the offer.