mirror of
https://github.com/frappe/erpnext.git
synced 2026-05-31 10:49:09 +00:00
Merge pull request #7086 from frappe/netchampfaris-documentation
Update quotation.md
This commit is contained in:
BIN
erpnext/docs/assets/img/selling/selling-flow.png
Normal file
BIN
erpnext/docs/assets/img/selling/selling-flow.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 18 KiB |
BIN
erpnext/docs/assets/img/taxes-and-charges.gif
Normal file
BIN
erpnext/docs/assets/img/taxes-and-charges.gif
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 570 KiB |
@@ -1,9 +1,13 @@
|
|||||||
During a sale, the customer may request for a written note about the products
|
During a sale, the customer may request for a written note about the products
|
||||||
or services you are planning to offer, along with the prices and other terms
|
or services you are planning to offer, along with the prices and other terms
|
||||||
of engagement. This is called a “Proposal” or an “Estimate” or a “Pro Forma
|
of engagement. This is called a “Proposal” or an “Estimate” or a “Pro Forma
|
||||||
Invoice”or a Quotation.
|
Invoice”or a **Quotation**.
|
||||||
|
|
||||||
To create a new Quotation go to:
|
A typical Selling flow looks like:
|
||||||
|
|
||||||
|
<img class="screenshot" alt="Make Quotation from Opportunity" src="{{docs_base_url}}/assets/img/selling/selling-flow.png">
|
||||||
|
|
||||||
|
To create a new Quotation navigate to:
|
||||||
|
|
||||||
> Selling > Quotation > New Quotation
|
> Selling > Quotation > New Quotation
|
||||||
|
|
||||||
@@ -13,23 +17,18 @@ You can also create a Quotation from an Opportunity.
|
|||||||
|
|
||||||
<img class="screenshot" alt="Make Quotation from Opportunity" src="{{docs_base_url}}/assets/img/selling/make-quote-from-opp.png">
|
<img class="screenshot" alt="Make Quotation from Opportunity" src="{{docs_base_url}}/assets/img/selling/make-quote-from-opp.png">
|
||||||
|
|
||||||
Or You can create a new Quotation and pull details from an Opportunity.
|
|
||||||
|
|
||||||
<img class="screenshot" alt="Make Quotation from Opportunity" src="{{docs_base_url}}/assets/img/selling/make-quotation.gif">
|
|
||||||
|
|
||||||
A Quotation contains details about:
|
A Quotation contains details about:
|
||||||
|
|
||||||
* The recipient of the Quotation
|
* The recipient of the Quotation
|
||||||
* The Items and quantities you are offering.
|
* The Items and quantities you are offering.
|
||||||
* The rates at which they are offered. For details refer
|
* The rates at which they are offered.
|
||||||
* The taxes applicable.
|
* The taxes applicable.
|
||||||
* Other charges (like shipping, insurance) if applicable.
|
* Other charges (like shipping, insurance) if applicable.
|
||||||
* The validity of contract.
|
* The validity of contract.
|
||||||
* The time of delivery.
|
* The time of delivery.
|
||||||
* Other conditions.
|
* Other conditions.
|
||||||
|
|
||||||
> Tip: Images look great on Quotations. To add images to your Quotations,
|
> Tip: Images look great on Quotations. Make sure your items have an image attached.
|
||||||
attach the corresponding image in the Item master.
|
|
||||||
|
|
||||||
### Rates
|
### Rates
|
||||||
|
|
||||||
@@ -41,11 +40,13 @@ The rates you quote may depend on two things.
|
|||||||
|
|
||||||
### Taxes
|
### Taxes
|
||||||
|
|
||||||
To add taxes to your Quotation, you can either select a tax template, Sales
|
To add taxes to your Quotation, you can select a **Sales Taxes and Charges Template** or add the taxes on your own.
|
||||||
Taxes and Charges Template or add the taxes on your own. To understand taxes in
|
|
||||||
detail visit [Taxes]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html)
|
|
||||||
|
|
||||||
You can add taxes in the same manner as the Sales Taxes and Charges Template.
|
For e.g
|
||||||
|
|
||||||
|
<img class="screenshot" alt="Taxes and Charges" src="{{docs_base_url}}/assets/img/selling/taxes-and-charges.gif">
|
||||||
|
|
||||||
|
To understand taxes in detail visit [Taxes]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html).
|
||||||
|
|
||||||
### Terms and Conditions
|
### Terms and Conditions
|
||||||
|
|
||||||
@@ -71,19 +72,17 @@ you have a standard set of terms. You can do this by going to:
|
|||||||
|
|
||||||
Quotation is a “Submittable” transaction. Since you send this Quotation to
|
Quotation is a “Submittable” transaction. Since you send this Quotation to
|
||||||
your Customer or Lead, you must freeze it so that changes are not made after
|
your Customer or Lead, you must freeze it so that changes are not made after
|
||||||
you send the Quotation. See Document Stages.
|
you send the Quotation.
|
||||||
|
|
||||||
> Tip: Quotations can also be titled as “Proforma Invoice” or “Proposal”.
|
> Tip: Quotations can also be titled as “Proforma Invoice” or “Proposal”.
|
||||||
Select the right heading in the “Print Heading” field in the “More Info”
|
You can do this by selecting a **Print Heading** in the **Print Settings**
|
||||||
section. To create new Print Headings go to Setup > Branding and Printing >
|
section. To create new Print Headings go to Setup > Printing >
|
||||||
Print Headings.
|
Print Heading.
|
||||||
|
|
||||||
### Discount
|
### Discount
|
||||||
|
|
||||||
While making your sales transactions like a Quotation (or Sales Order) you
|
While making your sales transactions like a Quotation (or Sales Order) you
|
||||||
would already have noticed that there is a “Discount” column. On the left is
|
can also give discounts to your customers. In the Discount section, add
|
||||||
the “Price List Rate” on the right is the “Basic Rate”. You can add a
|
the discount in percentage or fixed amount. Read [Discount](https://frappe.github.io/erpnext/user/manual/en/selling/articles/applying-discount) for more explanation.
|
||||||
“Discount” value to update the basic rate. To understand more about discount
|
|
||||||
read [Discount.](http://erpnext.org/discount)
|
|
||||||
|
|
||||||
{next}
|
{next}
|
||||||
|
|||||||
@@ -50,6 +50,16 @@ Warehouse here.
|
|||||||
This “reserved” quantity will help you project what is the quantity you need
|
This “reserved” quantity will help you project what is the quantity you need
|
||||||
to purchase based on all your commitments.
|
to purchase based on all your commitments.
|
||||||
|
|
||||||
|
### Taxes
|
||||||
|
|
||||||
|
To add taxes to your Quotation, you can select a **Sales Taxes and Charges Template** or add the taxes on your own.
|
||||||
|
|
||||||
|
For e.g
|
||||||
|
|
||||||
|
<img class="screenshot" alt="Taxes and Charges" src="{{docs_base_url}}/assets/img/selling/taxes-and-charges.gif">
|
||||||
|
|
||||||
|
To understand taxes in detail visit [Taxes]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html).
|
||||||
|
|
||||||
### Sales Team
|
### Sales Team
|
||||||
|
|
||||||
**Sales Partner:** If this Sale was booked via a Sales Partner, you can update the Sales Partner’s details with commission and other info that you can aggregate.
|
**Sales Partner:** If this Sale was booked via a Sales Partner, you can update the Sales Partner’s details with commission and other info that you can aggregate.
|
||||||
|
|||||||
Reference in New Issue
Block a user