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quotation [2025/05/19 03:25] – chillhubadminquotation [2026/04/27 08:32] (current) – chillhubadmin
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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.
 +    * **Terms**: The payment terms 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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   * **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>qrcode-scan?24}}: Scan Taxpayer QR code from MyInvois App to automatically populate customer information. 
-    * **Customer**: The name of the customer associated with the quotation. +        *  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]]  
-    * **Contact No.**: The contact number for the customer. +      * **Customer**: The name of the customer to whom the invoice is issued. 
-      * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer. +      * **Contact No.**: The contact number for the billing customer. 
-    * **Individual/Company Toggle**: A button to switch between Individual and Company modes, ensuring only the relevant customer information is displayed. +        * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer. 
-    * **ID Type**: The type of identification used, such as NRIC, BRN (Business Registration Number), Passport No., or Army ID. +      * **Person in Charge**: The main contact person at the billing customer’s company. 
-    * **ID No.**: The customer identification number corresponding to the selected ID type. \\ //Note: For BRN, use the new format (e.g., 202001234567).// +      * **Email Address**: The billing customer's email address. 
-    * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g.  A01-2345-67891012//  +      * **Individual/Company Toggle**: A button to switch between Individual and Company modes, ensuring only the relevant customer information is displayed. 
-    * **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// +      * **ID Type**: The type of identification used, such as NRIC, BRN (Business Registration Number), Passport No., or Army ID. 
-      * {{mdi>cloud-download?24}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN). +      * **ID No.**: The customer identification number corresponding to the selected ID type. \\ //Note: For BRN, use the new format (e.g., 202001234567).// 
-    * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number. +      * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g.  A01-2345-67891012//  
-    * **Address**: Billing address 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// 
-      * {{mdi>map-marker?24}}: Click to open the location in Google Maps.  +        * {{mdi>cloud-download?24}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN). 
-    * **Postcode**: Billing postcode of the customer +      * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number. 
-    * **City**: Billing city of the customer +      * **Address**: Billing address of the customer 
-    * **State**: Billing state of the customer +        * {{mdi>map-marker?24}}: Click to open the location in Google Maps. 
-    * **Country**: Billing country of the customer+      * **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. 
 +      * **Customer**: The name of the customer to whom goods and services are delivered. 
 +      * **Contact No.**: The contact number for the delivery customer. 
 +        * {{fa>whatsapp?24}}: 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?24}}: 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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     * **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)
     * **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?24}}: 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
 +    * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
     * {{mdi>plus?24}} **New**: Add a new item.     * {{mdi>plus?24}} **New**: Add a new item.
     * {{mdi>dots-horizontal?24}} **Add More**:      * {{mdi>dots-horizontal?24}} **Add More**: 
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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?24}}: 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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     * **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.1747625159.txt.gz
  • Last modified: 2025/05/19 03:25
  • by chillhubadmin