Quotations

1. Purpose Statement

Facilitates the creation, tracking, and management of customer quotations with complete visibility into transaction details, financial amounts, and approval status—streamlining sales operations and decision-making.

2. Quotations Dashboard

• Create Quotation Button: Initiates a new quotation entry with customer, transaction, and financial details.

Quotation Table Columns:

• Transaction Code – Unique identifier for each quotation.
• Customer – Name of the client receiving the quotation.
• Transaction Date – Date the quotation was created.
• Due Date – Expected response or payment deadline.
• Gross Amount – Total quoted amount before deductions.
• Status – Current state (e.g., Draft, Approved, Rejected).
• Search by Name: Top-right search bar for quick filtering by customer name.
• Filters Button: Enables refined views based on date, status, or customer.
• Pagination Controls: Allows navigation across multiple records with adjustable entries per page.
• Empty State Message: “No Records Found” indicates no quotations have been created yet.

3. Usage Notes

• Quotations are auto-tagged with transaction codes for traceability.
• Use filters to isolate pending, approved, or overdue quotations.
• Ideal for sales, finance, and customer support teams managing B2B or B2C workflows.
• Ensure consistent customer naming for accurate search results.