quotation

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quotation [2025/04/18 03:25] – chillhubadminquotation [2026/07/10 09:06] (current) – chillhubadmin
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   * Navigate the Quotation page by selecting **Menu** -> **Quotation** \\ {{:quotation:quotation_1.jpg?600|}}   * Navigate the Quotation page by selecting **Menu** -> **Quotation** \\ {{:quotation:quotation_1.jpg?600|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data +    * {{mdi>magnify}} **Search**: Allows you to search for specific data 
-    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data 
-    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file. 
-    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.+    * {{mdi>plus}} **New**: Creates a new entry or record in the system.
   * Additional Filter & Summary:   * Additional Filter & Summary:
     * **Select Month**: a calendar selector that allows you to filter quotations by a specific month.      * **Select Month**: a calendar selector that allows you to filter quotations by a specific month. 
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       * **Total Tax**: The total SST tax amount for all quotations during the selected month.       * **Total Tax**: The total SST tax amount for all quotations during the selected month.
   * Data Table: //(Note that some of these columns may be hidden in the row details)//   * Data Table: //(Note that some of these columns may be hidden in the row details)//
-    * {{mdi>chevron-up?24}}: Expand row to view more details. +    * {{mdi>chevron-up}}: Expand row to view more details. 
-    * {{mdi>pencil?24}}: Modify quotation details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify quotation details (Mobile View: expand row to access) 
-    * {{mdi>content-copy?24}}: Duplicate an existing quotation (Mobile View: expand row to access) +    * {{mdi>content-copy}}: Duplicate an existing quotation (Mobile View: expand row to access) 
-    * {{mdi>dots-horizontal?24}}: Opens a menu with additional options +    * {{mdi>dots-horizontal}}: Opens a menu with additional options 
-      * {{mdi>cart?24}}: Create a new sales order or modify an existing one for the quotation. +      * {{mdi>cart}}: Create a new sales order or modify an existing one for the quotation. 
-      * {{mdi>receipt?24}}: Create a new invoice or modify an existing one for the quotation.+      * {{mdi>receipt}}: Create a new invoice or modify an existing one for the quotation.
     * **Quotation No.**: The unique identifier for the quotation     * **Quotation No.**: The unique identifier for the quotation
     * **Status**: Shows the current status of the quotation (e.g., Pending, Accepted, Rejected)     * **Status**: Shows the current status of the quotation (e.g., Pending, Accepted, Rejected)
-      * {{mdi>pencil?24}} **Draft**: The quotation is still being prepared and has not been sent to the customer. +      * {{mdi>pencil}} **Draft**: The quotation is still being prepared and has not been sent to the customer. 
-      * {{mdi>clock-outline?24}} **Pending**: The quotation is awaiting customer response. +      * {{mdi>clock-outline}} **Pending**: The quotation is awaiting customer response. 
-      * {{mdi>check-circle?24}} **Accepted**: The quotation has been approved by the customer. \\ //If an invoice or sales order is generated from the quotation, its status will automatically change to "Accepted."// +      * {{mdi>check-circle}} **Accepted**: The quotation has been approved by the customer. \\ //If an invoice or sales order is generated from the quotation, its status will automatically change to "Accepted."// 
-      * {{mdi>close-circle?24}} **Rejected**: The quotation has been rejected by the customer  +      * {{mdi>close-circle}} **Rejected**: The quotation has been rejected by the customer  
     * **Date**: The date the quotation was placed     * **Date**: The date the quotation was placed
     * **Customer**: The name of the customer associated with the quotation.     * **Customer**: The name of the customer associated with the quotation.
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     * **City**: The city where the customer is located.     * **City**: The city where the customer is located.
     * **Contact No.**: The contact number for the customer.     * **Contact No.**: The contact number for the customer.
 +    * **Term**: The payment term agreed with the customer.
 +    * **External Code**: External reference code used to link this customer to an external accounting system.
     * **Remark**: Any additional notes or remarks related to the quotation.     * **Remark**: Any additional notes or remarks related to the quotation.
     * **Purchase Order No.**: The purchase order number related to the quotation.     * **Purchase Order No.**: The purchase order number related to the quotation.
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     * **Total Tax Amount**: The total amount of SST tax applied to the quotation.     * **Total Tax Amount**: The total amount of SST tax applied to the quotation.
     * **Total Excl. Tax**: The total amount of the quotation, excluding taxes.     * **Total Excl. Tax**: The total amount of the quotation, excluding taxes.
 +    * **Currency**: The currency code used for this document (e.g., MYR, USD).
 ++++ ++++
 === Quotation Form === === Quotation Form ===
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   * **Status**: Shows the current status of the quotation (e.g., Pending, Accepted, Rejected)   * **Status**: Shows the current status of the quotation (e.g., Pending, Accepted, Rejected)
   * **Employee**: The name of the employee (e.g. salespersons) responsible for the quotation.   * **Employee**: The name of the employee (e.g. salespersons) responsible for the quotation.
-  * **Quotation No.**: The unique identifier for the quotation. Automatically generated by the system. \\ If quotation number conflict occurs, click the Refresh {{mdi>refresh?24}} icon to generate a new quotation number+  * **Quotation No.**: The unique identifier for the quotation. Automatically generated by the system. \\ If quotation number conflict occurs, click the Refresh {{mdi>refresh}} icon to generate a new quotation number
   * **Date**: The date the quotation was issued.   * **Date**: The date the quotation was issued.
   * **Customer**   * **Customer**
-    * {{mdi>qrcode-scan?24}}: Scan Taxpayer QR code from MyInvois App to automatically populate customer information. +    * **Billing**: The customer's billing information, used for invoicing 
-      *  Visit [[https://myinvois.hasil.gov.my/content?path=/userguide/Generate%20QR%20Code%20for%20Taxpayer%20Profile.md&portal=mobile&lng=en|User Guide on How to generate Taxpayer QR Code in MyInvois App]]  +      * {{mdi>creation}}: Opens the **AI Extract Profile** dialog to automatically populate customer information using AI. {{page>ai_extract_profile&noheader&nofooter&noeditbtn}} 
-    * **Customer**: The name of the customer associated with the quotation. +      * {{mdi>qrcode-scan}}: Scan Taxpayer QR code from MyInvois App to automatically populate customer information. 
-    * **Contact No.**: The contact number for the customer. +        *  Visit [[https://myinvois.hasil.gov.my/content?path=/userguide/Generate%20QR%20Code%20for%20Taxpayer%20Profile.md&portal=mobile&lng=en|User Guide on How to generate Taxpayer QR Code in MyInvois App]]  
-    * **Individual/Company Toggle**: A button to switch between Individual and Company modes, ensuring only the relevant customer information is displayed. +      * **Customer**: The name of the customer to whom the invoice is issued. 
-    * **ID Type**: The type of identification used, such as NRIC, BRN (Business Registration Number), Passport No., or Army ID. +      * **Contact No.**: The contact number for the billing customer. 
-    * **ID No.**: The customer identification number corresponding to the selected ID type. \\ //Note: For BRN, use the new format (e.g., 202001234567).// +        * {{fa>whatsapp}}: Click to open WhatsApp chat with the customer. 
-    * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g.  A01-2345-67891012//  +      * **Person in Charge**: The main contact person at the billing customer’s company. 
-    * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222// +      * **Email Address**: The billing customer's email address. 
-      * {{mdi>cloud-download?24}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN). +      * **Individual/Company Toggle**: A button to switch between Individual and Company modes, ensuring only the relevant customer information is displayed. 
-    * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number. +      * **ID Type**: The type of identification used, such as NRIC, BRN (Business Registration Number), Passport No., or Army ID. 
-    * **Address**: Billing address of the customer +      * **ID No.**: The customer identification number corresponding to the selected ID type. \\ //Note: For BRN, use the new format (e.g., 202001234567).// 
-    * **Postcode**: Billing postcode of the customer +      * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g.  A01-2345-67891012//  
-    * **City**: Billing city of the customer +      * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222// 
-    * **State**: Billing state of the customer +        * {{mdi>cloud-download}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN). 
-    * **Country**: Billing country of the customer+      * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number. 
 +      * **Address**: Billing address of the customer 
 +        * {{mdi>map-marker}}: Click to open the location in Google Maps. 
 +      * **Postcode**: Billing postcode of the customer 
 +      * **City**: Billing city of the customer 
 +      * **State**: Billing state of the customer 
 +      * **Country**: Billing country of the customer 
 +      * **Terms**: The payment terms agreed with the customer (Configure options at **Settings** -> **Terms**) 
 +      * **External Code**: External reference code used to link this customer to an external accounting system.  
 +        * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information. 
 +        * Select //<<New>>// to automatically create a new customer record in the external accounting system. 
 +        * A //Default Debtor// Code can be configured in the system settings and selected for general or walk-in customers. 
 +      * **Clear all** button: Reset all entered customer billing info and start fresh. 
 +    * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info) 
 +      * **Different from billing info**: Enable this option if any customer's delivery details are not the same as their billing information. 
 +      * {{mdi>creation}}: Opens the **AI Extract Profile** dialog to automatically populate customer information using AI. {{page>ai_extract_profile&noheader&nofooter&noeditbtn}} 
 +      * **Customer**: The name of the customer to whom goods and services are delivered. 
 +      * **Contact No.**: The contact number for the delivery customer. 
 +        * {{fa>whatsapp}}: Click to open WhatsApp chat with the customer. 
 +      * **Person in Charge**: The main contact person at the delivery customer’s company. 
 +      * **Email Address**: The delivery customer's email address. 
 +      * **Address**: Delivery address of the customer 
 +        * {{mdi>map-marker}}: Click to open the location in Google Maps. 
 +      * **Postcode**: Delivery postcode of the customer 
 +      * **City**: Delivery city of the customer 
 +      * **State**: Delivery state of the customer 
 +      * **Country**: Delivery country of the customer 
 +      * **Clear all** button: Reset all entered customer delivery info and start fresh.
   * **More Information**   * **More Information**
     * **Industrial Classification (MSIC) Code**: Select the appropriate MSIC Code, which is required for e-Invoice submission. \\ Defaulted to default MSIC Code in the Profile     * **Industrial Classification (MSIC) Code**: Select the appropriate MSIC Code, which is required for e-Invoice submission. \\ Defaulted to default MSIC Code in the Profile
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     * **P/O No.**: The Purchase Order number associated with the quotation.     * **P/O No.**: The Purchase Order number associated with the quotation.
     * **Sales Order No.**: The quotation number related to the sales order. (Auto populated if sales order is created from quotation)     * **Sales Order No.**: The quotation number related to the sales order. (Auto populated if sales order is created from quotation)
 +      * {{mdi>dots-horizontal}}: View or edit the linked quotation.
     * **Invoice No.**: The invoice number linked to the sales order. (Auto populated if invoice is created from quotation)     * **Invoice No.**: The invoice number linked to the sales order. (Auto populated if invoice is created from quotation)
 +   * {{mdi>dots-horizontal}}: View or edit the linked invoice.
     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the quotation. Defaulted to default SST Rate in Settings     * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the quotation. Defaulted to default SST Rate in Settings
 +    * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the sales order. Defaulted to default SST Type in Settings
 +      * Refer to: //[[https://sdk.myinvois.hasil.gov.my/codes/tax-types/]]//
 +    * **Currency**: The currency code used for this document (e.g., MYR, USD).
 +      * Activate Multi-currency add-on in the subscription plan to select foreign currencies.
 +    * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected).
 +      * {{mdi>currency-usd}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available.
   * **Remark**: Any additional notes or remarks related to the quotation.   * **Remark**: Any additional notes or remarks related to the quotation.
 ++++ ++++
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 \\ {{:quotation:quotation_3.jpg?500|}} \\ {{:quotation:quotation_3.jpg?500|}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
-    * {{mdi>plus?24}} **New**: Add a new item. +    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected). 
-    * {{mdi>dots-horizontal?24}} **Add More**: +    * {{mdi>plus}} **New**: Add a new item. 
 +    * {{mdi>dots-horizontal}} **Add More**: 
       * **New Section**: Create a new section within the quotation. Subtotals will be calculated for each section individually.       * **New Section**: Create a new section within the quotation. Subtotals will be calculated for each section individually.
       * **New Discount**: Add a discount to the quotation.       * **New Discount**: Add a discount to the quotation.
   * **Data Table**: (Note that some of these columns may be hidden in the row details)   * **Data Table**: (Note that some of these columns may be hidden in the row details)
-    * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View)  +    * {{mdi>chevron-up}}: Expand row to view more details. (available only in Mobile View)  
-    * {{mdi>pencil?24}}: Modify item details (Mobile View: expand row to access) +    * {{mdi>pencil}}: Modify item details (Mobile View: expand row to access) 
-    * {{mdi>delete?24}}: Delete item (Mobile View: expand row to access) +    * {{mdi>delete}}: Delete item (Mobile View: expand row to access) 
-    * {{mdi>dots-horizontal?24}}: More options +    * {{mdi>dots-horizontal}}: More options 
-      * {{mdi>format-indent-increase?24}} **Add Indent**: Indent the selected item +      * {{mdi>format-indent-increase}} **Add Indent**: Indent the selected item 
-      * {{mdi>format-indent-decrease?24}} **Remove Indent**: Outdent the selected item +      * {{mdi>format-indent-decrease}} **Remove Indent**: Outdent the selected item 
-      * {{mdi>arrow-up?24}} **Move Up**: Shift the selected item or section upward in the list +      * {{mdi>arrow-up}} **Move Up**: Shift the selected item or section upward in the list 
-      * {{mdi>arrow-down?24}} **Move Down**: Shift the selected item or section downward in the list.+      * {{mdi>arrow-down}} **Move Down**: Shift the selected item or section downward in the list.
     * **Item**: The name the item being sold     * **Item**: The name the item being sold
     * **Qty**: The quantity of the item being sold     * **Qty**: The quantity of the item being sold
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     * **Type**: Choose the type of item being sold:  **Product**, **Product Type**, **Service**, or **Custom**     * **Type**: Choose the type of item being sold:  **Product**, **Product Type**, **Service**, or **Custom**
     * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type.     * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type.
-      * **Product**: Represents specific goods, items and parts offered by the organization +      * **Product**: Represents specific goods, items and parts offered by the organization 
 +        * {{mdi>warehouse}}: Click to view the current inventory level for this product.   
       * **Product Type**: Used when specific products are unknown or not tracked in the system.       * **Product Type**: Used when specific products are unknown or not tracked in the system.
       * **Service**: Additional charges or non-physical offerings that your company provides       * **Service**: Additional charges or non-physical offerings that your company provides
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     * **Qty**: The quantity of the item.     * **Qty**: The quantity of the item.
     * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters)     * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters)
 +      * For items with UOM conversion, an alternate UOM can be selected to ensure accurate inventory tracking.
     * **Unit Price**: The price per unit of the item.     * **Unit Price**: The price per unit of the item.
 +      * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.
 +      * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
 +    * **Non-billable consumption**: Materials are deducted from stock for the job but are not charged to the customer or shown on their document.
 +      * Applicable only when item type is **Product**
 +      * Price cannot be set when this option is enabled.
     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.
 +      * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.
     * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST).     * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST).
-      * Configure the **SST Registration No.** in your profile to enable the SST feature +      * Activate SST add-on in the subscription plan to enable the SST feature.
     * **Tax Amount**: The SST amount applied to the item.     * **Tax Amount**: The SST amount applied to the item.
 +      * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies.
     * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**.     * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**.
-  *  **Section Form** \\ {{:quotation:salesorder_7.jpg?400|}}+      * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies. 
 +  *  **Section Form** \\ {{:quotation:quotation_7.jpg?400|}}
     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)
-  *  **Discount Form** \\ {{:quotation:salesorder_6.jpg?500|}}+  *  **Discount Form** \\ {{:quotation:quotation_6.jpg?500|}}
     * **Discount Description**: A brief description of the discount being applied.     * **Discount Description**: A brief description of the discount being applied.
     * **Discount Amount**: The monetary value of the discount applied to the item or quotation.     * **Discount Amount**: The monetary value of the discount applied to the item or quotation.
 +      * When a foreign currency is selected, Discount Amount is shown in both local and foreign currencies.
 +      * Updates to Discount Amount in either currency will automatically recalculate the corresponding value using the exchange rate.
     * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST).     * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST).
     * **Tax Amount**: The SST amount applied to the discount.     * **Tax Amount**: The SST amount applied to the discount.
-    * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**. +      * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies. 
 +    * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**. 
 +      * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies.
 ++++ ++++
 ++++ Document: Edit the header and footer templates of the quotation. | ++++ Document: Edit the header and footer templates of the quotation. |
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   * **Subject**: The subject line of the quotation. Defaulted to the quotation subject configured in Settings.   * **Subject**: The subject line of the quotation. Defaulted to the quotation subject configured in Settings.
   * **Footer**: The footer section of the quotation. Defaulted to the quotation footer configured in Settings.   * **Footer**: The footer section of the quotation. Defaulted to the quotation footer configured in Settings.
 +  * **Select Template**: Choose an alternative template for your Subject/Footer. (Configure additional templates in Settings ➔ More Templates.)
 ++++ ++++
 ++++ Form Actions: Available actions such as saving, canceling, sharing or printing the quotation | ++++ Form Actions: Available actions such as saving, canceling, sharing or printing the quotation |
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     * **Save as Rejected**: Mark the quotation as declined by the customer.     * **Save as Rejected**: Mark the quotation as declined by the customer.
 ++++ ++++
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • quotation.1744946718.txt.gz
  • Last modified: 2025/04/18 03:25
  • by chillhubadmin