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.