Articles on: Sales Module

Quotation (QT)

Why QT Quotation?


  • This is the process of issuing a quotation document for the company's products/services. To make offers or agreements with customers, including product or service information conditions of preparation or delivery credit period and important notes




Action permissions


Create Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Press the Create Quotation (QT) button.
  4. Fill in the details completely.
  5. Press Save.




Edit Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the quotation (QT) that you want to edit.
  4. Press the action button ' ... ', select edit.
  5. Edit the information as needed.
  6. Press Save.



💡 Nested Tip: In case of Quotation (QT) that has already been drawn to a Purchase Order (SO), the Purchase Order (SO) must be canceled before the Quotation (QT) can be amended.





Edit customer information, quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the quotation (QT) to edit the customer information.
  4. Press the action button ' ... ', select edit.
  5. Press on the right side of the save button, select Edit Customer Data.




Completed Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the quotation (QT) that you want to edit.
  4. Press the action button ' ... ', select edit.
  5. Press on the right side of the save button, select Done.



💡 Nested Tip: Completed, use in the event that the quotation has been taken to complete the sales order. But the system shows the complete SO status = No





Close/Open Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the desired quotation (QT) close or open.
  4. Press the action button ' ... ', select edit.
  5. Press to the right of the record button, select Off or On.



Cancel Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the quotation (QT) you want to cancel.
  4. Press the action button ' ... ', select edit.
  5. Press to the right of the save button, select Cancel.



💡 Nested Tip: Close VS Open VS Cancel
  • Off is used in case the document is no longer needed. and the document contains some references
  • On is used in case the document is closed. but want to use the document again
  • Cancel, used in the event that the document is no longer needed Used in cases where the document has not been referenced.




Print Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the quotation (QT) that you want to print.
  4. Press the action button ' ... ', select type.




Email Quotation (QT)


  1. Select the menu Sales and Sales.
  2. Press tab 1. Quotation (QT)
  3. Select the quotation (QT) to be emailed.
  4. Press the action button ' ... ', select Email.



💡 Add on: Email is an add-on function that can be installed at sales@nested.co.th





Details in the document


Header


  • Date set default to today. User can change


  • Company/Branch select the company and branch you want to quote.


  • Customer specify customer name Required to create customer before generating quotation document.


  • Description specify job description. to make it easier to come back to find documents in the future


  • Address address will default to the customer name filled in. User can change


  • Contact name-phone number The contact name will be displayed by default as the customer name is filled in.


💡 Nested Tip: Can add customer's Contact name if needed.


  • Salesperson enter the name of the salesperson. Need to add name personnelfirst


  • Urgent specify why it's urgent. and payment schedule


  • Show exchange rate select in case of import order.


- Currency can be selected as needed. reference currency settings


- Exchange rate is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are.


- Document currency to specify under which currency you want to print the document.


  • VAT included price select in the case of partner quotations we have received. Each item has included VAT.


  • Paid installments select if deposit is required. or split the payment in installments When selecting the installment payment schedule will be displayed to fill in more details.



Item table


  • Item fill in product/service details, there are 3 types of items.


  1. Product/Service Code
  2. General items (not referring to product/service code)
  3. Description by typing ** in front of the description.


💡 Nested Tip: You can add product/service code if needed.


  • Delivery deadline for delivery of goods/services By specifying a date that is close to the truth, it helps the system plan money accurately.


  • Quantity specifies the quantity/quantity of the item to be sold.


  • Unit select the unit used for the item.


💡 Nested Tip: You can set unit if you want.


  • Price indicates the unit price of the item being sold.


  • Discount specify the discount price of the item (if any). Can be entered as a discount, a number or a %, for example, in the case of a product priced at 100 baht, when entering 10%,20%,30%, it becomes 50.40 baht.


  • GL Chart of Accounts in case Product/Administration Code is specified. Chart of Accounts will be automatically displayed from those associated with the Product Code.


💡 Nested Tip: You can edit the Chart of Accounts Code GL for sale if you want.


  • VAT select VAT rate In the case of goods/services subject to VAT


💡 7% VAT = 7% tax💡 VAT 0% = Tax at 0% rate such as export/import Product/Service💡 VAT ( - ) = Goods exempt from tax such as agricultural crops, rent, transportation, etc.


  • WHT check ✓ In case of outsourcing service due to withholding tax


  • Ret. check ✓ if the security deposit is deducted.




Payment schedule


  • Payment payment details such as 1st installment : deposit, 2nd installment : delivery


  • Document reference number will be displayed automatically.


  • Payment date payment due


  • Deposit select Yes in case the installment is a deposit. (Pay without receiving the goods/services) because it affects the accounting record. Select No, in the case that the installment is not a deposit.


  • % The percentage of the payment on that balance.


  • Balance Payment amount




Withholding tax table


  • Type select withholding type


  • Description specify a description.


  • Service Value specify the service value before VAT.


  • Rate specify the rate according to the Revenue Department standard.


  • WHT value of withholding tax


  • PND select type of income tax


  • Tax payer select tax payer




End of document


  • Note [Customer] description or additional information you would like to inform the customer. It will appear on the printed quotation.


  • Note [Internal] description or additional information It will not appear on the printed purchase order.


  • Attachment attach relevant important documents such as quotations and contracts.



Updated on: 30/09/2022