Sales Quotation - Revision history

Wikiadmin: /* Tax */

2018-10-25T17:47:42Z

‎Tax

Wikiadmin: /* Tax */

2018-10-25T17:41:15Z

‎Tax

Wikiadmin: /* Basic Discounts */

2018-10-25T17:40:29Z

‎Basic Discounts

Wikiadmin: /* Lines */

2018-10-25T17:37:55Z

‎Lines

Wikiadmin: /* Line Tax */

2018-10-25T17:37:20Z

‎Line Tax

Wikiadmin: /* Lines */

2018-10-25T17:34:27Z

‎Lines

Wikiadmin: /* Header */

2018-10-25T17:33:38Z

‎Header

Wikiadmin: /* Introduction */

2018-10-25T17:31:12Z

‎Introduction

Wikiadmin: /* Introduction */

2018-10-25T17:31:00Z

‎Introduction

Wikiadmin: Created page with "{{BackTo|Sales Management}} === '''Introduction''' === A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific doc..."

2018-10-25T17:27:17Z

Created page with "{{BackTo|Sales Management}} === '''Introduction''' === A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific doc..."

New page

{{BackTo|Sales Management}}

=== '''Introduction''' ===
A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific document sequence.

The overall flow is very simple:
* Create a sales quotation
* Create a sales order from the sales quotation or reject the quotation

=== '''Header''' ===
Create a sales quotation and process it when ready.

=== '''Lines''' ===
Add products to be included in your sales quotation. Each product can be added by creating a new line.

=== '''Line Tax''' ===
This tab shows the taxes related to the quotation line.

=== '''Basic Discounts''' ===

=== '''Tax''' ===
Edit the taxes applied to the quotation.

Full list of '''Sales Quotation''' window fields and their descriptions is available in the [[Screenshot:Sales Quotation| '''Sales Quotation Screen Reference''']].

{{BackTo|Sales Management}}

[[Category:User_Guide]]

← Older revision		Revision as of 17:47, 25 October 2018
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	{{BackTo\|Sales Management}}		{{BackTo\|Sales Management}}

−	[[Category:~~User_Guide~~]]	+	[[Category:User Guide]]

← Older revision	Revision as of 17:41, 25 October 2018
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	+	Summarizes tax related information for the whole sales quotation. Contains as many records as tax rates used in the quotation.

@@ Line 64: / Line 64: @@
 == '''Basic Discounts''' ==
+This sales quotation tab lists information about the [[Discount|discounts]] automatically applied and/or manually entered for the document.
 == '''Tax''' ==

@@ Line 47: / Line 47: @@
 == '''Lines''' ==
 Add products to be included in your sales quotation.  Each product can be added by creating a new line.
@@ Line 53: / Line 54: @@
 Book button completes the sales quotation when all the products are entered.
-=== '''Line Tax''' ===
 This tab shows the taxes related to the quotation line.
@@ Line 60: / Line 62: @@
 '''Line Tax''' read-only tab details taxes information for '''each line''' of a sales order based on its '''Tax''' field which is automatically pre-filled according to the [[Financial_Management#Setup_2|Taxes Setup]].
-=== '''Basic Discounts''' ===
-=== '''Tax''' ===
+== '''Tax''' ==
 Edit the taxes applied to the quotation.

← Older revision		Revision as of 17:37, 25 October 2018
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	This tab shows the taxes related to the quotation line.		This tab shows the taxes related to the quotation line.

		+	This tab shows the taxes related to the quotation line.

		+	'''Line Tax''' read-only tab details taxes information for '''each line''' of a sales order based on its '''Tax''' field which is automatically pre-filled according to the [[Financial_Management#Setup_2\|Taxes Setup]].

	=== '''Basic Discounts''' ===		=== '''Basic Discounts''' ===

@@ Line 27: / Line 27: @@
 '''Note:''' One quotation one sales order. Several sales order cannot be created from the same quotation
-=== '''Header''' ===
+== '''Header''' ==
 Create a sales quotation and process it when ready.
 === '''Lines''' ===

@@ Line 1: / Line 1: @@
 {{BackTo|Sales Management}}
-=== '''Introduction''' ===
+== '''Introduction''' ==
 A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific document sequence.

@@ Line 4: / Line 4: @@
 A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific document sequence.
-The overall flow is very simple:
+'''The overall flow is very simple:'''
 * Create a sales quotation
 * Create a sales order from the sales quotation or reject the quotation
 === '''Header''' ===