QUOTE CREATE

The Quote Create guide helps users generate a sales quote efficiently. It covers prerequisites, field definitions, pricing logic, tax handling, and terms inclusion.

Precondition

Before you create a quote LP Costing must be released with the latest price list.

  1. Click on "Sales and Marketing".
  2. Click on "Create" under "Quote".

STEPS TO CREATE

A new tab will open with the Quote Form.

Quote Form

FORM

Fill in the following fields:

  • Customer Name: Select the registered customer.
  • Customer Alias Name: An optional short name for the customer.
  • RFQ Number: Enter the Request for Quotation number (mandatory).
  • Quote Reference: A unique identifier for internal or customer reference.
  • Quote Type: Select the type of quote (e.g., RFQ, PO, etc.).
  • Lead Time: Enter the lead time for the quote.

Warning

Customer Name, RFQ Number are mandatory.

Once these fields are filled, the system will auto-populate items in the General tab based on the latest price list. SELECTED ITEM

Click on any item to expand it and edit pricing and discount information. SELECTED ITEM

General

GENERAL

  • General Discount – Discount applied to the total cost.
  • Percentage (%) – Discount in percentage form.
  • Fixed Amount (Rs) – Discount in a fixed currency value.
  • Total Amount – The final amount before additional charges.

Expanded Item Section

  • Price List: Represents the pricing scheme used (e.g., by customer or product line).
  • Unit Price: The original price per unit before any deductions or taxes.
  • Quantity: The number of units quoted.
  • Basic Amount: Automatically calculated as Unit Price × Quantity.
  • Discount (%): Standard discount percentage applied on unit price.
  • Discount (Rs): Discount value calculated from the above percentage.
  • Discounted Unit Price: Final price per unit after applying the standard discount.
  • Special Discount (%): Any additional promotional discount.
  • Special Discount (Rs): Value of special discount in absolute terms.
  • HSN Code: Product classification code under GST.
  • IGST (%): Integrated GST for interstate transactions.
  • CGST (%): Central GST for intra-state transactions.
  • SGST (%): State GST for intra-state transactions.
  • UTGST (%): Union Territory GST, applicable if the buyer is in a UT.

Total Calculations

TOTAL CALCULATIONS

  • Total Amount – The calculated total amount. (Default: 0)
  • Include in Quote? – Toggle option to include the total amount in the final quote (enabled by default).

Additional Charges

  • Additional Charges Label Name – A custom label for additional charges.
  • Additional Charges Value – The amount of additional charges applied.
  • Percentage (%) – Additional charge in percentage form.
  • Fixed Amount (Rs) – Additional charge as a fixed currency amount.
  • Taxes – Applicable tax details.
  • IGST (%): Enter the Integrated GST percentage.
  • CGST (%): Enter the Central GST percentage.
  • SGST (%): Enter the State GST percentage.
  • UTGST (%): Enter the Union Territory GST percentage.
  • Total Additional Charges – The sum of all additional charges. (Default: 0)
  • Special Discount – Extra discount applied beyond general discounts.
  • Percentage (%) – Special discount as a percentage.
  • Fixed Amount (Rs) – Special discount in a fixed amount.
  • Total Final Amount – The final calculated amount after all charges and discounts. (Default: 0)
  • Payment Terms – The agreed terms for payment completion.

RFQ Notes

RFQ NOTES

  • Select RFQ Notes – Additional notes related to the RFQ.

Other Terms

OTHER TERMS

  • Select Other Terms – Additional terms and conditions for the quote.

Special Terms

SPECIAL TERMS

  • Special Terms – Any specific or unique terms applicable to this quote.

Save Button: Click on the save button to save all the information