Merge pull request #7086 from frappe/netchampfaris-documentation

Update quotation.md
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Nabin Hait 2016-12-01 18:08:36 +05:30 committed by GitHub
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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
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
@ -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">
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:
* The recipient of the Quotation
* 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.
* Other charges (like shipping, insurance) if applicable.
* The validity of contract.
* The time of delivery.
* Other conditions.
> Tip: Images look great on Quotations. To add images to your Quotations,
attach the corresponding image in the Item master.
> Tip: Images look great on Quotations. Make sure your items have an image attached.
### Rates
@ -41,11 +40,13 @@ The rates you quote may depend on two things.
### Taxes
To add taxes to your Quotation, you can either select a tax template, Sales
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)
To add taxes to your Quotation, you can select a **Sales Taxes and Charges Template** or add the taxes on your own.
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
@ -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
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”.
Select the right heading in the “Print Heading” field in the “More Info”
section. To create new Print Headings go to Setup > Branding and Printing >
Print Headings.
You can do this by selecting a **Print Heading** in the **Print Settings**
section. To create new Print Headings go to Setup > Printing >
Print Heading.
### Discount
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
the “Price List Rate” on the right is the “Basic Rate”. You can add a
“Discount” value to update the basic rate. To understand more about discount
read [Discount.](http://erpnext.org/discount)
can also give discounts to your customers. In the Discount section, add
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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@ -50,6 +50,16 @@ Warehouse here.
This “reserved” quantity will help you project what is the quantity you need
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 Partner:** If this Sale was booked via a Sales Partner, you can update the Sales Partners details with commission and other info that you can aggregate.