Quotation - Revision history

Khkoh at 06:38, 10 February 2025

2025-02-10T06:38:26Z

Khkoh at 06:37, 10 February 2025

2025-02-10T06:37:56Z

← Older revision		Revision as of 14:37, 10 February 2025
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	==='''Quotation'''===		== '''Quotation''' ==
	The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.		The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.

	1. Customer Creation:		=== 1. Customer Creation: ===

	* Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:		* Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:
	** Navigate to the "Sales Management" module in the Highnix ERP system.		** Navigate to the "Sales Management" module in the Highnix ERP system.
Line 10:		Line 9:
	** Save the customer information.		** Save the customer information.

	2. Product Item Creation:		=== 2. Product Item Creation: ===

	* To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps:		* To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps:
	** Go to the "Inventory Management" or "Products" module in the ERP system.		** Go to the "Inventory Management" or "Products" module in the ERP system.
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	** Save the product information.		** Save the product information.

	3. Quotation Creation:		=== 3. Quotation Creation: ===

	* Now that a customer and product exist, you can create a quotation. Here's how:		* Now that a customer and product exist, you can create a quotation. Here's how:
	** Access the "Sales Management" module in the ERP system.		** Access the "Sales Management" module in the ERP system.
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	** ''Note:'' Some users may use the quotation as a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.		** ''Note:'' Some users may use the quotation as a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.

	4. Converting Quotation to Sales Order:		=== 4. Converting Quotation to Sales Order: ===

	* After creating a quotation, it can be converted into a sales order. Follow these steps:		* After creating a quotation, it can be converted into a sales order. Follow these steps:
	** Navigate to the "Sales Management" module.		** Navigate to the "Sales Management" module.
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	** ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.		** ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.

	5. Viewing Closed Quotations:		=== 5. Viewing Closed Quotations: ===

	* To view closed quotations, follow these steps:		* To view closed quotations, follow these steps:
	** Go to the "Sales Management" module.		** Go to the "Sales Management" module.

Khkoh: /* Quotation */

2023-11-22T04:19:33Z

Quotation

← Older revision		Revision as of 12:19, 22 November 2023
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	==='''Quotation'''===		==='''Quotation'''===
			The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.

			1. Customer Creation:

			* Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:
			** Navigate to the "Sales Management" module in the Highnix ERP system.
			** Click on the "Add and Edit Customer Records" option.
			** Fill in the required information such as customer name, contact details, and address.
			** Save the customer information.

			2. Product Item Creation:

			* To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps:
			** Go to the "Inventory Management" or "Products" module in the ERP system.
			** Choose the "Add and Edit Items" option.
			** Enter details like item codes, product description, product type, etc.
			** Save the product information.

			3. Quotation Creation:

			* Now that a customer and product exist, you can create a quotation. Here's how:
			** Access the "Sales Management" module in the ERP system.
			** Select "New Quotation and Proforma Invoice."
			** Choose the customer for the quotation and add the desired product items with quantities.
			** Save the quotation.
			** ''Note:'' Some users may use the quotation as a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.

			4. Converting Quotation to Sales Order:

			* After creating a quotation, it can be converted into a sales order. Follow these steps:
			** Navigate to the "Sales Management" module.
			** Locate the created quotation and select the option icon for "Sales Order." This will open a new form pre-populated with the data previously captured in the quotation.
			** Adjust quantities or prices if needed.
			** Click the "Place Order" button to save the sales order.
			** ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.

			5. Viewing Closed Quotations:

			* To view closed quotations, follow these steps:
			** Go to the "Sales Management" module.
			** Access the "Inquiry" section and click on "Sales Quotation Inquiry."
			** Check the 'Show All' checkbox.
			** Adjust the date range as needed.
			** Click "Search" to view closed quotations.

Khkoh: Created page with "==='''Quotation'''==="

2023-11-22T04:19:01Z

Created page with "==='''Quotation'''==="

New page

==='''Quotation'''===

← Older revision		Revision as of 14:38, 10 February 2025
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	The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.		The following are the flows of the sales process. Users can follow these steps to create a Quotation, Sales Order, Delivery, and Sales Invoice.

	=== 1. Customer Creation: ===		=== Customer Creation: ===
	* Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:		* Before initiating any sales transactions, ensure that at least one customer is created in the system. If no customer exists, follow these steps:
	** Navigate to the "Sales Management" module in the Highnix ERP system.		** Navigate to the "Sales Management" module in the Highnix ERP system.
Line 9:		Line 9:
	** Save the customer information.		** Save the customer information.

	=== 2. Product Item Creation: ===		=== Product Item Creation: ===
	* To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps:		* To proceed with sales, make sure at least one product item is available in the system. If not, follow these steps:
	** Go to the "Inventory Management" or "Products" module in the ERP system.		** Go to the "Inventory Management" or "Products" module in the ERP system.
Line 16:		Line 16:
	** Save the product information.		** Save the product information.

	=== 3. Quotation Creation: ===		=== Quotation Creation: ===
	* Now that a customer and product exist, you can create a quotation. Here's how:		* Now that a customer and product exist, you can create a quotation. Here's how:
	** Access the "Sales Management" module in the ERP system.		** Access the "Sales Management" module in the ERP system.
Line 24:		Line 24:
	** ''Note:'' Some users may use the quotation as a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.		** ''Note:'' Some users may use the quotation as a Proforma Invoice. To do that, add the letters "PI" to the Quotation Reference number.

	=== 4. Converting Quotation to Sales Order: ===		=== Converting Quotation to Sales Order: ===
	* After creating a quotation, it can be converted into a sales order. Follow these steps:		* After creating a quotation, it can be converted into a sales order. Follow these steps:
	** Navigate to the "Sales Management" module.		** Navigate to the "Sales Management" module.
Line 32:		Line 32:
	** ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.		** ''Additional Information:'' When the items in the quotation are fully ordered, the quotation is considered closed.

	=== 5. Viewing Closed Quotations: ===		=== Viewing Closed Quotations: ===
	* To view closed quotations, follow these steps:		* To view closed quotations, follow these steps:
	** Go to the "Sales Management" module.		** Go to the "Sales Management" module.