> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # 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 ## ${color}[#e45765](Header) * ${color}[#1c5da9](Date) set default to today. User can change * ${color}[#1c5da9](Company/Branch) select the company and branch you want to quote. * ${color}[#1c5da9](Customer) specify customer name Required to [create customer](/en/article/customer-vs7tp6/) before generating quotation document. * ${color}[#1c5da9](Description) specify job description. to make it easier to come back to find documents in the future * ${color}[#1c5da9](Address) address will default to the customer name filled in. User can change * ${color}[#1c5da9](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](/th/article/customer-vs7tp6/) if needed. * ${color}[#1c5da9](Salesperson) enter the name of the salesperson. Need to add name [personnel](/th/article/personnel-78azpl/)first * ${color}[#1c5da9](Urgent) specify why it's urgent. and payment schedule * ${color}[#1c5da9](Show exchange rate) select in case of import order. ${color}[#1c5da9](- Currency) can be selected as needed. [reference currency settings](/en/article/company-accounting-setting-13kst9j/) ${color}[#1c5da9](- Exchange rate) is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are. ${color}[#1c5da9](- Document currency) to specify under which currency you want to print the document. * ${color}[#1c5da9](VAT included price) select in the case of partner quotations we have received. Each item has included VAT. * ${color}[#1c5da9](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. ## ${color}[#e45765](Item table) * ${color}[#1c5da9](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](/th/article/goods-70prxd/) if needed. * ${color}[#1c5da9](Delivery) deadline for delivery of goods/services By specifying a date that is close to the truth, it helps the system plan money accurately. * ${color}[#1c5da9](Quantity) specifies the quantity/quantity of the item to be sold. * ${color}[#1c5da9](Unit) select the unit used for the item. | 💡 Nested Tip: You can [set unit](/en/article/goods-of-measurement-7aqws4/) if you want. * ${color}[#1c5da9](Price) indicates the unit price of the item being sold. * ${color}[#1c5da9](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. * ${color}[#1c5da9](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](/en/article/goods-70prxd/) GL for sale if you want. * ${color}[#1c5da9](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. * ${color}[#1c5da9](WHT) check ✓ In case of outsourcing service due to withholding tax * ${color}[#1c5da9](Ret.) check ✓ if the security deposit is deducted. ## ${color}[#e45765](Payment schedule) * ${color}[#1c5da9](Payment) payment details such as 1st installment : deposit, 2nd installment : delivery * ${color}[#1c5da9](Document) reference number will be displayed automatically. * ${color}[#1c5da9](Payment date) payment due * ${color}[#1c5da9](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. * ${color}[#1c5da9](%) The percentage of the payment on that balance. * ${color}[#1c5da9](Balance) Payment amount ## ${color}[#e45765](Withholding tax table) * ${color}[#1c5da9](Type) select withholding type * ${color}[#1c5da9](Description) specify a description. * ${color}[#1c5da9](Service Value) specify the service value before VAT. * ${color}[#1c5da9](Rate) specify the rate according to the Revenue Department standard. * ${color}[#1c5da9](WHT) value of withholding tax * ${color}[#1c5da9](PND) select type of income tax * ${color}[#1c5da9](Tax payer) select tax payer ## ${color}[#e45765](End of document) * ${color}[#1c5da9](Note [Customer]) description or additional information you would like to inform the customer. It will appear on the printed quotation. * ${color}[#1c5da9](Note [Internal]) description or additional information It will not appear on the printed purchase order. * ${color}[#1c5da9](Attachment) attach relevant important documents such as quotations and contracts.