Quotation

In PrismERP the quotation feature allows users to manage the entire process of receiving, reviewing, and tracking vendor quotations efficiently. It covers creating new quotations, viewing detailed quotation information, managing attachments and payment plans, and handling delivery plans.Users can search, filter, and take actions on received quotations, ensuring that all relevant information is captured and easily accessible. The module also enables tracking delivery schedules, updating delivery statuses, and summarizing delivery plans to support smooth procurement and inventory operations.

1. New receive quotation

Field	Action
Date	Select the date the quotation is received.
Delivery Date	Enter the expected delivery date for the items.
Vendor	Select the vendor providing the quotation.
Name	Displays the name of the selected vendor.
Delivery Terms	Specify the delivery terms (e.g., FAS, FOB, CIF).
Address	Shows the vendor’s address, including house, road, thana, division, and country.
Type	Specify the type of quotation (e.g., Inventory, Service).
Request No	Enter or select the purchase request number linked to this quotation.
Vendor Qt	Enter the vendor’s quotation reference number or ID.
Payment Terms	Specify the agreed payment terms (e.g., 30 Days End of Month).
Delivery Place	Enter the location where the goods will be delivered.
Item	Enter the item or department name.
Product	Select the product included in this quotation.
Quantity	Enter the quantity of each product.
Unit Price	Enter the price per unit of each product.
Total	Displays the total cost per product (Quantity × Unit Price).
Sub Total	Shows the sum of all product totals before taxes or discounts.
Terms & Conditions	Enter any specific terms and conditions for the quotation.(if applicable)
Payment Plan	Select the payment plan.(if applicable)
Payment Date	Enter the scheduled payment date for each installment.
Amount	Enter the payment amount for each installment.

2. Receive Quotation List

2.1 Receive quotations search and actions

Field	Description
Req No	Search quotations by purchase request number.
Ref No	Search quotations using the quotation reference number.
Status	Filter quotations by current status and update the status required
Vendor	Filter quotations by vendor name.
Product	Filter quotations based on the selected product.
From Date	Select the starting date of the date range for the search.
To Date	Select the ending date of the date range for the search.
Search Action	Apply the selected filters to display matching quotations.

2.2 Receive quotations details view & action

Field	Description
Detail	View and edit complete quotation information, including vendor, products, pricing, and terms.
Attachments	View upload and download attached documents related to the quotation
Payment Plan	View scheduled payment dates and amounts.
Delivery Plan	View delivery plan details and change the delivery plan status as required.
Delivery Plan Summary	View summarized information of delivery plan.

2.3 Receive Quotation Delivery Plan

Field	Action
Date	Select the date when the delivery plan is being created.
Type	Specify the type of delivery (e.g., Inventory, Service).
Item	Select the item.
Product	Select the product to include in the delivery plan.
Act Quantity	Enter the actual quantity available or prepared for delivery.
Quantity	Specify the quantity scheduled to be delivered.
Description	Enter any additional notes or instructions for the delivery.(if applicable)