Documentation

Sales > Quotation
Sales quote is simply a document that states a price for goods and services.
*Quotation has not any effects on inventory movement and G/L entries.
Step: Sales > Quotation

Click Create a new Quotation.

*Select the Debtor Code.
*Click on '+' and Select the item Code.
*Key in the quantity of the item and the price.
*Click on Save & Preview.

Note:
Sales Quotation will not affect any balance quantity of item code.

Report will be listed below: -

Scenario: How to set Approval access right for Sales Quotation.
By system default is automatically approved once the quotation entry saved.
Approved means quotation can be transferred to others entry.

To change the default setting,
you may go to General Maintenance > User Maintenance > Click Access Right Tab.

*Approve Quotation: Apply user how can approve Quotation
*Automatic Approve Quotation: Remove the user from Automatic Approve Quotation Entitlement
*If the access right of Automatic Approve Quotation is removed, the Quotation created by the user will need to "approved" before it can be transferred to others document entry.

Users with access right to approve Quotation can go to Sales > Quotation, double click the selected Quotation > Click Approve button

The following tables will be shown below:

Click YES to approve the Quotation entry.