Quote

The Quote feature in PrismERP helps users create, manage, and track quotations efficiently. Users can add new quotes with detailed information such as customer, branch, products, pricing, discounts, and terms and conditions. It provides a searchable and filterable list of all quotations, with options to create re-quotes or reject quotes when necessary. Comprehensive quotation reports—including price quotations, sales offers, financial offers (currency-wise), brand-specific quotations, and full summaries—can also be generated for tracking and analysis.

1. New Quote

Enter Information:

Field	Action
Party	Select the organization or customer for whom the quotation is created.
Branch	Select the branch issuing the quotation.
Date	Select the quotation creation date.
Valid Till	Select the validity end date of the quotation.
Status	Select the current status of the quotation (e.g., Draft, Approved).
Remarks	Enter additional remarks or notes for the quotation.
Title	Enter the title to be shown on the quotation document.

Products:

Field	Action
Product	Select the product to be added to the quotation.
Quantity	Enter the quantity of the selected product.

Item / Department Details:

Field	Action
RPU	Enter the rate per unit.
DPU (GD)	Enter the amount of general discount per unit.(if applicable)
DPU (TD)	Enter the amount of trade discount per unit.(if applicable)

Terms and Conditions:

Field	Action
Select Template	Select a predefined terms and conditions template.
Group	Select the terms and conditions group.
Header	Enter the header of the selected template.
Terms & Conditions	Enter or edit the detailed terms and conditions text.

2. List of Quotes

2.1 Search, Filter & Actions

Field	Action
Party	Filter quotations by the organization or customer name.
Created By	Filter quotations based on the user who created the record.
From	Select the start date to filter quotations created from a specific date.
To	Select the end date to filter quotations created up to a specific date.
Status	Filter quotations based on the current status and edit status if needed.
Date	View or filter quotations by their creation date.
Re-Quote	Create a re-quote directly from the list of quotes.

2.2 View Details & Actions

Details Information:

Field	Action
Basic Information	View and edit basic information of the quotation, including party, products, quantities, prices, discounts, totals, and terms.
Quotes / Products	View and manage products or items added to the quotation, including quantities, rates, discounts, and subtotals.
Activities	Track and manage activities related to this quotation.
Reject Quotes	Mark the quotation as rejected if it is no longer valid or accepted.

2.3 Add Terms & Condition

Field	Action
Name	Enter the name or title of the terms and conditions template.
Header	Enter the header text to be displayed on the document or template.
Terms & Conditions	Enter the detailed terms and conditions text.

3. Quote Reports

Field	Action
Price Quotation	Generate reports of all price quotations with products, quantities, and totals.
Sales Offer	Generate reports of sales offers with linked opportunities and details.
Financial Offer	Generate reports of financial offers, including pricing, discounts, and terms.
Financial Offer (Currency Wise)	Generate financial offer reports in multiple currencies.
Brand Quotation	Generate reports filtered by brand, showing products and totals.
Quotation Report	Generate a complete summary of all quotations with detailed and high-level information.