Overview
Prices, terms, and conditions must be defined in the quotation to the customer.
The process may include defining very specific information and passing various additional checks with other departments.
The customer profile and the customer inquiry are the main sources for creating a quotation. It is necessary to get more details to define the quotation.
As a result of the process, the price, terms, and conditions are determined, the requested quantity and delivery date are specified.
Create quotations flowchart
Paths
Path | Quick menu → Mail, tasks → My Tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.PerformerTask
|
| In-app link RU code |
e1cib/list/Задача.ЗадачаИсполнителя
|
How to generate quotations
The system will automatically assign a task to the user due to the sales business process.
1. Go to Quick menu and then click My tasks under Mail, tasks.
2. Review the Sales opportunity.
3. Create a new Sales quotation directly from the Sales opportunity (click Generate).
4. The system will automatically create the Sales quotation and copy the data from the Sales opportunity:
- Customer (Partner)
- Counterparty (legal entity)
- Currency
5. Click the More tab.
6. Set the Not approved status for the document.
7. Check the correctness of other header fields.
8. Click the Terms and conditions tab.
9. Specify the date when the quotation validation will expire.
10. Choose the Direct sale type of sale.
11. Click the Goods (services) tab.
12. Click Fill - Pick goods to select items.
13. Choose a Price type.
14. Select the Filter by kinds and attributes checkbox and choose the item kind.
15. Double-click the Item and choose an Item variant if applicable.
16. Specify the quantity only (price will be specified in the next step).
17. Review the list of selected items (click hyperlink at the bottom of the form).
18. Click Add to document to transfer the list of items selected to a document.
19. Choose a Delivery period - a single date or specific dates for each item.
20. Fill Delivery dates for each line.
How to determine prices
You can calculate prices under the Terms of sales specified in the Sales opportunities (find the reference in the More tab of the Sales quotation).
There are two options to determine price automatically:
- Select lines and apply prices under the Terms of sales (click Prices and discounts → By sales terms and conditions).
The system will automatically fill prices from the Price list mentioned in the Terms of sales.
- Select lines and apply a custom price list (click Prices and discounts → By price type).
The system will automatically fill prices from the Price list selected manually from the list.
You can also specify prices manually.
To specify discounts:
1. Select lines.
2. Apply automatic markup and discounts (click Prices and discounts → Assign discounts/markups).
3. Review the total discount for the document.
How to adjust proposed prices
To assign manual discounts on item or document level:
1. Select a line.
2. Apply the manual markup and discounts (click Prices and discounts → Assign discount adjustment).
3. Enter the % of discount adjustment and amount of the Manual discount.
4. Review the total discount for the document.
5. Click Generate → Duty.
6. Сreate a new duty for the price manager to trigger price change.
7. Click the Information for the customer tab.
8. Specify general information for the customer, like a covering letter.
9. Click the Delivery tab.
10. Specify comments regarding Payment terms (click Fill to copy from Terms of sales) and Delivery terms.