Home » Support » Help Articles » Adding a Quote in a Sales Enquiry in Batoi eSuite

Adding a Quote in a Sales Enquiry in Batoi eSuite

Back to Help Articles Home


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.NameTypeDescription
1Reference NumberRequiredThe reference number for quote will generate according to the 'Unique Record Identifier' setting
2Quote DateRequiredThe current date will auto-populate here as the quote date. However, you can still edit the information for this field
3SubjectRequiredEnter a subject for the quote
4ProductOptionalIf 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
5QuantityOptionalThe same quanitity will auto-populate as there in the enquiry if the product is same. However, you can still edit the value
6Product DescriptionOptionalThe same description will auto-populate as there in the enquiry if the product is same. However, you can still edit the value
7Unit Price (Currency)OptionalThe same price will auto-populate as there in the enquiry if the product is same. However, you can still edit the value
8Amount (Currency)OptionalThe total amount will auto-populate as there in the enquiry if the product is same
9Archive ButtonOptionalClick to archive a row
10+ Add MoreOptionalClick to add one more product by adding a new row for the quote
11Introductory TextOptionalEnter an introductory text for the quote
12Terms and ConditionsOptionalThe data in this field will auto-populate according to the 'Terms and Conditions' setting
13Product: Terms and ConditionsOptionalIf 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

The techReview is an online magazine by Batoi and publishes articles on current trends in technologies across different industry verticals and areas of research. The objective of the online magazine to provide an insight into cutting-edge technologies in their evolution from labs to market.

Visit techReview