Exact Globe+

Creating and maintaining sales quotations

Introduction

In Exact Globe Next, you can create or edit sales quotations under CRM. Sales quotations are created when customers request for prices of certain items.

Menu path

Go to CRM ➔ Entries ➔ Quotations, and click New to create a new sales quotation, or Open to edit an existing sales quotation.

Fields

The creating and maintaining sales quotations function consists of the following sections:

Quotation header
Quotation lines
Quotation process flow

A list of options appears if you click in the Ordered by, Person, and other fields. From the list, make your selection and click Select.

Quotation header

Note: If you do not want to define all the fields in the quotation header (skip the quotation header) such as the Quotation date, Your reference, Person, Warehouse, and Shipping via fields, go to System ➔ General ➔ Settings, under Order settings, select the Skip order header check box.

Ordered by

Type or select the ID or name of the debtor who requested for the sales quotation. This is mandatory.

Delivery to

Type or select the ID or name of the debtor who will be receiving the items. By default, the Ordered by debtor will be displayed. This is mandatory.

Invoice to

Type or select the ID or name of the debtor who will be receiving the invoice. By default, the Invoice debtor defined for the ordered by debtor at the debtor maintenance (go to Finance ➔ Account receivable ➔ Maintain or CRM ➔ Accounts ➔ Maintain accounts select the relevant debtor, and then click Open, under the Financial tab in the Sales order – Invoice section for Advanced mode, or Logistics tab in the General section for Simple mode) is displayed. Otherwise, the Ordered by debtor is displayed. This is mandatory.

Maintain

Click this to view or edit the selected debtor’s details. For more information, see Creating and maintaining accounts receivable.

Note: Changes made to the debtor’s details will be reflected at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain or CRM ➔ Accounts ➔ Maintain accounts, and then click Open or New).

Note: This is enabled only after the Quotation number is defined.

Card

Click this to view the selected debtor’s transactions. For more information, see Viewing debtor card.

Note: This is enabled only after the Quotation number is defined.

Address

Click this to change the selected debtor’s address. For more information, see Maintaining addresses in sales orders, Return to Merchant Authorization (RMA) orders, service orders, and sales quotations.

Note: This is enabled only after the Quotation number is defined.

Quotation number

Type the quotation number, or press the TAB key if you want the quotation number to be set to default based on the Quotation number at System ➔ General ➔ Settings under Numbers setting in the Logistics section. Alternatively, you can select the quotation number to retrieve existing sales quotations. This is mandatory.

Note: This cannot be edited once the quotation number is defined.

Quotation date

Type or select the date the sales quotation is created. By default, the current date is displayed.

Note: This is enabled only after the Quotation number is defined.

Conditions

Click this to define and view the details of the sales quotation such as payment data, quotation data, analytical group, and notes. For more information, see Sales quotation conditions.