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.