quotation

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quotation [2025/09/06 03:31] – 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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       * **State**: Billing state of the customer       * **State**: Billing state of the customer
       * **Country**: Billing country 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.       * **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)     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)
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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.     * **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**       * Applicable only when item type is **Product**
       * Price cannot be set when this option is enabled.       * 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).
-      * //Activate SST add-on in the subscription plan 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**.
 +      * 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 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)
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     * **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.1757129501.txt.gz
  • Last modified: 2025/09/06 03:31
  • by chillhubadmin