Sales Quotation: General Area

Field

Used for

Sales manager

Select a salesperson who issued the sales quotation from the list of your employees.

Customer contact

Select the customer's contact person from the list of contact persons previously added into the system for this customer or create a new contact person.

• A default contact person defined for the customer is provided automatically onсe you select the customer. You can change it if necessary.

Sales channel

A means of selling to customers. Select the relevant sales channel from the list of created sales channels or add a new one.

• Sales channel is provided automatically once you select the customer being retrieved from the customer record created in the Company directory. You can change it if necessary. 

For more details about sales channel, see Sales channel.

Phone

Contact person’s phone number.

• Phone number is provided automatically once you select the contact person if it is defined in the contact person data. You can change it if necessary.

Field

Used for

Payment terms

Select payment terms for an invoice that will be based on this sales quotation or create new payment terms.

• Payment terms specified for the given customer are provided automatically once you select the customer. However, you can change them if necessary. 

Expiry date

Set a date until when the sales quotation is valid.  

Field

Used for

Number

Sales quotation number is assigned automatically when you save the sales quotation based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.

After overriding the sales quotation number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Date field is automatically assigned the date and time when the new sales quotation was created.

The date and time specified designate the posting date and time, the document date and time, and the date and time when the sales quotation was issued and sent to the customer.  

You can override the auto-generated date and time and enter them manually.

• It is a required field. If document date is not specified, you will not be able to save the document.

Field

Used for

Currency

Select a currency in which prices of goods and services are set in the sales quotation. 

• Currency of the sales quotation is provided automatically once you select the customer being retrieved from the customer record created in the Company directory. You can change it if necessary.
• If no currency is set for the selected customer, currency of the sales quotation is autocompleted from My company settings.  
• It is a required field. If you delete the autocompleted currency and do not select an alternative one, you will not be able to save the document. 

Total amount

Displays the total amount of all quoted goods and services in the specified currency.

• The field is calculated automatically for informational purposes only; it is disabled for editing and cannot be overridden.

Displays the total net amount of goods and services quoted.

• The field is calculated automatically for informational purposes only; it is disabled for editing and cannot be overridden.
• The field is unavailable if your company is not identified as a VAT payer by the system. For information how to set up your company as being registered for VAT and enable required VAT-related functionality, see VAT Number. 

VAT amount

Displays the total VAT amount charged on the net amount or contained in the total price of goods and services quoted. 

• The field is calculated automatically for informational purposes only; it is disabled for editing and cannot be overridden.
• The field is unavailable if your company is not identified as a VAT payer by the system. 

Price includes VAT

If you want to put the price for one item without VAT, keep the price includes VAT option turned off. As a result, VAT amount will be charged on the net amount that, in its turn, will be calculated as price excluding VAT x quantity. The two added together will make up the total amount.

If you want to include VAT at the chosen VAT rate in the stated price for one item, turn on the price includes VAT option. In this case, the total amount will be determined by multiplying the price of one item that is VAT inclusive by the quantity.

• If your company is not identified as a VAT payer by the system, the price includes VAT option becomes unavailable and is permanently turned off. 

Field

Used for

Your VAT number. It is the national VAT number issued by a country in which you have registered for VAT. Thus, it always starts with a country code that is two letters that refer to the country of the establishment.

• The VAT number is autocompleted being retrieved from the VAT tab on My Company settings page.
• Right now, the field is used for informational purposes only; it is disabled for editing and cannot be overridden.
• The field is unavailable if your company is not identified as a VAT payer by the system.

• The customer's VAT number is autocompleted being retrieved from the VAT Number page.
• Right now, the field is used for informational purposes only; it is disabled for editing and cannot be overridden.
• No value is provided in the field if the customer is not identified as a VAT payer by the system. For information how to specify VAT numbers, see Company: VAT Tab.
• The field is unavailable if your company is not identified as a VAT payer by the system.

Field

Used for

Note

Add any extra details or comments about your sales quotation.

Attachment

Add any additional files or external links related to the sales quotation.

• You can upload images, text files, PDF files, spreadsheets, compressed files and other data files (for example, CSV and XML files).
• You can download uploaded attachments to your device by clicking a file name.