Creating Quotation
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    Creating Quotation

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    Article Summary

    Available in Classic and VPC

    In the Mobile Create Quotation menu, you can register and manage quotations for sales items to present to customers, including info such as item, quantity, and unit price.

    The following describes how to create a quotation.

    1. In the WORKPLACE mobile app screen, tap workplace_mobile_menuicon > [Sales] > Create Quotation.
    2. Enter the quotation information in the Create Quotation screen, and then tap the [Save] button.
      • Business Place: Select a business place.
      • Quotation Number: The quotation number is assigned automatically. (The numbering rule is ES + yyyymmdd + 6-digit sequence.)
      • Vendor: Select from among the registered vendors. If you don't see the customer in the search, then you need to register it in the WORKPLACE PC Web screen's Admin > Manage Common Code > Vendor Management menu.
      • Sales Group: Select from among the registered sales groups.
      • Quotation Manager: Select a registered quotation manager.
      • Quotation Name: Enter a name for the quotation.
      • Quotation Date: Select the quotation date. (The default value is current date.)
      • VAT Type: Select the VAT type (tax-exempt, zero tax rate).
      • Currency: Select the currency. According to the selected currency, you can add items that match the currency.
      • Progress: You can check the quotation progress.
        • New: You're entering the content for a new quotation.
        • Save: At this point, you've tapped the [Save] button after entering the content for the quotation.
        • Order Available: At this point, you've tapped the [Approve] button after tapping the [Save] button.
        • Pending Electronic Approval: The electronic approval is in progress after tapping the [Approve Approval] button.
        • Rejected: The electronic approval has been rejected.
      • Payment Conditions: Enter the payment conditions.
      • Attach Files: Attach quotation-related data.
      • Quotation Content: Enter a description for the quotation.
      • Quotation Item: Tap the [Add] button to add a quotation item. You can't add items that have already been registered.
        • Item Name: Select the item to add to the quotation.
        • Standard: When you select an item, the standard for the item is entered automatically.
        • Quotation Quantity: Enter the quotation quantity.
        • Sales Unit: When you select an item, the sales unit for the item is entered automatically.
        • Foreign Currency Unit Price: When you enter the item and quotation quantity, the foreign currency unit price of the entered item is entered automatically.
        • Foreign Currency Sales Price: When you enter the item and quotation quantity, the foreign currency sales price of the entered item is entered automatically.
        • Unit Price: When you enter the item and quotation quantity, the unit price of the entered item is entered automatically. (The foreign currency unit price is calculated automatically according to the exchange rate.)
        • Sales Price: The sales price of the item is entered automatically.
        • Discount Amount: Enter the discount amount. (The discount amount can't be greater than the sales price.)
        • Supply Price: The supply price of the item is entered automatically.
        • VAT: The VAT is entered automatically as 10% of the supply price.
        • Total Amount: The sum of supply price and VAT is entered automatically.
        • Supply Date: Enter the supply date of the item.
        • Supply Period: Enter the supply period of the item.
        • Supply Place: Enter the supply place of the item.
        • Delivery Conditions: Enter the delivery conditions of the item.

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