Quotation Development

PrismERP’s quotation module is crucial for wholesalers and distributors to create, process, and display sales quotations, receive quotations, and compare quotations.

1) New Receive Quotation:

New Receive Quotation

After completing the purchase, the next step is receiving the quotation for a specific purchase request number. The following window illustrates the process of creating a new receive quotation.

Information fields:

a) Date: Date of new receive quotation generation
b) Vendor: Name of the vendor from whom the product will be purchased
c) Name: Name of the vendor’s representative
d) Address: Address of the vendor’s company
e) Type: Specifies whether the quotation is for inventory or an asset
f) Request No: Number against which the purchase request has generated the receive quotation
g) Product Information: Includes item name, product name, quantity, unit price, and total price
h) Description: Additional product details or relevant information regarding the quotation

2) Receive Quotation List:

Receive Quotation

The list displays all quotations that have been generated. Users can view, edit, modify, and change the status of a particular quotation, whether viewed, pending, or closed.

3) Compare Quotation:

A feature to compare multiple quotations side-by-side, helping businesses select the best offer based on price, quality, and other criteria.