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Adding a Quote in a Sales Enquiry in Batoi eSuite

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In the 'Add Quote' page as shown in Figure 1, fill in the following information. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1
Sl. No. Name Type Description
1 Reference Number Required The reference number for quote will generate according to the 'Unique Record Identifier' setting
2 Quote Date Required The current date will auto-populate here as the quote date. However, you can still edit the information for this field
3 Subject Required Enter a subject for the quote
4 Product Optional If the quote is getting added by the same organizational unit which has been selected for the enquiry, then the same product name will auto-populate here which has been chosen for the enquiry. However, you can also select another product
5 Quantity Optional The same quanitity will auto-populate as there in the enquiry if the product is same. However, you can still edit the value
6 Product Description Optional The same description will auto-populate as there in the enquiry if the product is same. However, you can still edit the value
7 Unit Price (Currency) Optional The same price will auto-populate as there in the enquiry if the product is same. However, you can still edit the value
8 Amount (Currency) Optional The total amount will auto-populate as there in the enquiry if the product is same
9 Archive Button Optional Click to archive a row
10 + Add More Optional Click to add one more product by adding a new row for the quote
11 Introductory Text Optional Enter an introductory text for the quote
12 Terms and Conditions Optional The data in this field will auto-populate according to the 'Terms and Conditions' setting
13 Product: Terms and Conditions Optional If the terms and conditions has been added for the selected product, then the data in this field will auto-populate when you select the product. However, you can still edit the information for this field

   
  1. If the quote is getting added by another Organization/Organizational Unit, then no product details will appear in the 'Add Quote' page as appearing in Figure 1. You can select a Product from the product drop-down menu and the products will appear according to the Organization/Organizational Unit selected in the 'Quote Added By' field.
  2. The currency code will populate according to the currency selected for different Organizational Units.

Once you are done with, click on the 'Save' button as shown in Figure 1.



Updated on May 09, 2020

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