Quote

The Quote feature in PrismERP allows users to create, manage, and track quotations. Users can add quotes with customer details, products, quantities, pricing, discounts, and terms and conditions. The system provides a searchable quotation list where users can filter quotes, update their status, create re-quotes, and reject quotes when necessary. Users can also generate different quotation reports, including price quotations, sales offers, financial offers, currency-wise financial offers, brand quotations, and quotation summaries.

Add New Quote

To create a quotation, users select the organization or customer, choose the issuing branch, and enter the quotation date and validity period. They can add products with quantities, review pricing and discounts, and include terms and conditions using a predefined template or by entering the details manually.

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 date until which the quotation remains valid.
Status	Select the current quotation status, such as Draft or Approved.
Remarks	Enter additional notes or remarks for the quotation.
Product	Select the product to add to the quotation.
Quantity	Enter the quantity of the selected product.
Select Template	Select a predefined terms and conditions template.
Group	Select the terms and conditions group.
Header	Enter the header for the terms and conditions.
Terms & Conditions	Enter or edit the detailed terms and conditions text.

After adding a quotation, it appears in the Quotation List. Users can filter quotations by party, creator, date range, or status. They can also view the quotation date, update the status when needed, and create a re-quote directly from the list.

Quote Details View

From the Quote Details View, users can view and edit the quotation's basic information, including the party, products, quantities, prices, discounts, totals, and terms and conditions. They can also manage quoted products, track related activities, and reject the quotation if it is no longer valid or accepted.

Add New Terms & Conditions

Users can create a terms and conditions template for quotations by entering a template name, header, and detailed terms and conditions. The saved template can then be selected when preparing a quotation.

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

Quote Reports

PrismERP provides different quotation reports for reviewing quotation details, offers, pricing, and totals. Users can select the report type according to the information they need.

Field	Action
Price Quotation	Generate reports of price quotations, including products, quantities, and totals.
Sales Offer	Generate reports of sales offers with linked opportunities and related details.
Financial Offer	Generate financial offer reports containing pricing, discounts, and terms.
Financial Offer (Currency Wise)	Generate financial offer reports organized by currency.
Brand Quotation	Generate quotation reports filtered by brand, including products and totals.
Quotation Report	Generate a comprehensive quotation summary with detailed and high-level information.