Adding a new sales quote

In order to add a new sales quote (SQ), it is necessary to:

[Add] button on the list of sales orders and quotes
Note
In order to add a new quote, the user needs to have relevant permissions granted in the ERP system.

Sales quote form

The form of a sales quote document contains the following fields (particular points correspond to areas marked in the figure above):

1. Document Item List, containing the following columns:

  • Name
  • Price
  • Quantity
  • Value

Hidden by default:

2. Form – it displays a customer’s default payment form if it is available on the POS workstation. Otherwise, it is set as the default payment form of a center to which the POS workstation is attached.

3. Due Date – it displays a default due date retrieved from a customer’s settings

Note
A default payment form and a due date are defined in the ERP system.

4. Expiration Date – it displays a quote’s effective date. As this date is exceeded, it is no longer possible to process the quote. It is possible to define this field as Unspecified.

5. Expected Date – it displays a date copied to a sales order as the expected date. It determines a date when an invoice/receipt should be issued for document items. After selecting the option Expected Date, it is possible to define an expected date with reference to a number of days specified with the button [Number of days from the date of order] (an expected date is equal to the date of issue plus the number of days from the date of order). An expected date cannot be later than an expiration date.

6. Attributes – it displays attributes assigned to the document type

The form of a new SQ document also contains the following buttons:

  • [Park] – it saves a given document as unconfirmed to enable its further processing later or on another POS workstation
  • [Confirm]
  • [Print] (hidden by default)
Note
A SQ document may be confirmed even after adding a zero-value item.

A sales quote document:

  • Does not make item reservations
  • Does not generate payments
  • Does not handle credit limits
Example
At a homeware store, a customer would like to buy an entire set of kitchen furniture. After short negotiations with the seller, the customer is offered a 15% discount on the entire transaction. However, the customer would like to think through the purchase with her family and to make the final decision within the next 7 days. Therefore, the operator of the POS workstation selects the buttons [Add] → [Quote] on the list of sales orders and quotes. Next, the operator adds relevant items and grants a 15% discount with the use of the button [Header Discount]. After defining the customer, the operator sets the quote’s expiration date as 23 April (which is in 7 days from the current date). Finally, the operator prints the confirmed document and hands it out to the customer.

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