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