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The required fields are: Company, Contract, and Entity.
The "Quotation (create)" form. The Main tab
In the Company field, select a customer, an individual or legal entity, for whom this quotation is created. Select it from the Companies list.
The Contract field is populated automatically with the default contract of the selected company. If necessary, you can select another contract or create a new one.
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In the Entity field, select the legal entity of your company which is responsible for sales. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.
The Project field field is available if the Project Management Costing functionality is turned on on the the Administration > Settings > General Settings > Project Costing form. You can link the quotation with a project from the list of available projects. If the items in this document are associated with different multiple projects and you need to specify different projects for different items, you can move the the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire quotation with a specific project task or quotation's line items with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it as a field to the Main tab. For this, use the Settings button on the toolbar.
In the Comment text box, you can enter any additional information about this quotation.
The currency of the quotation is defined according to the selected contract. To select other currency, select another contract, or create a new one, if necessary. To learn more about contracts, see Company Contracts.
Notice the hyperlink below the Entity field – AED Price with 10% Discount * VAT Applied Prices include VAT on the screenshot above (can be different in your document). By clicking the hyperlink, you can open the Prices and Currency dialog box and change the settings related to prices, discounts, and taxes applicable to this quotation. For more details, refer to The Prices and Currency dialog box.
Note. If proper taxation option does not appear in the document, check that the VAT accounting functionality is turned on on the Administration > Settings > General Settings form and that correct VAT settings are specified for the entity (see Entities). |
The document totals and other information
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- Customer Order: To confirm the deal if the customer agrees to the conditions and terms of this quotation.
- Invoice: To register the shipment of the goods and rendering the services to the customer.
- Proforma invoice: To issue a proforma invoice that precedes the shipment of goods and explains the delivery terms.
- Purchase Order: To initiate purchasing of the goods ordered by customer.
Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project field or the Project Task field, or both fields from the document header (the Main tab) as columns to the table on the Inventory and Services tab or back.
The Document Settings dialog box
For other button descriptions, see Document Toolbar.