quotation

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quotation [2026/07/10 09:06] – chillhubadminquotation [2026/10/02 03:12] (current) – chillhubadmin
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 === Manage Quotation === === Manage Quotation ===
   * Log on to [[https://app.chillhub.com.my|Chillhub App]]    * Log on to [[https://app.chillhub.com.my|Chillhub App]] 
-  * Navigate the Quotation page by selecting **Menu** -> **Quotation** \\ {{:quotation:quotation_1.jpg?600|}}+  * Navigate the Quotation page by selecting **Menu** -> **Quotation** \\ {{gallery>:quotation:quotation_1.jpg?600x0&crop=off&0}}
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * {{mdi>magnify}} **Search**: Allows you to search for specific data     * {{mdi>magnify}} **Search**: Allows you to search for specific data
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     * {{mdi>content-copy}}: 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}}: Opens a menu with additional options     * {{mdi>dots-horizontal}}: Opens a menu with additional options
 +      * {{mdi>history}} **Revise**: Creates a new revision of the quotation, allowing you to modify its details while keeping a record of the previous version. //Only available if the quotation has not yet been converted to a Sales Order or Invoice.//
 +      * {{mdi>history-toggle-off}} **Revisions**: View the full revision history of the quotation, and revert to a previous revision if needed. //Reverting creates a new revision based on the selected one.//
 +      * {{mdi>calendar-month}} **Schedule**: Assign teams and schedule the service or delivery date on the calendar.
       * {{mdi>cart}}: 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}}: 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
 +    * **Rev**: The current revision number of the quotation. Increases each time the quotation is revised.
     * **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}} **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.
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     * **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).     * **Currency**: The currency code used for this document (e.g., MYR, USD).
 +    * **Scheduled**: Indicates whether the quotation has been scheduled.
 ++++ ++++
 === Quotation Form === === Quotation Form ===
 ++++ General: Key details such as quotation number, date and customer information | ++++ General: Key details such as quotation number, date and customer information |
 == General == == General ==
-\\ {{:quotation:quotation_2.jpg?500|}}+\\ {{gallery>:quotation:quotation_2.jpg?500x0&crop=off&0}}
   * **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}} 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
 +    * **Rev**: The current revision number of the quotation. Increases each time the quotation is revised.
   * **Date**: The date the quotation was issued.   * **Date**: The date the quotation was issued.
   * **Customer**   * **Customer**
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       * {{mdi>dots-horizontal}}: View or edit the linked 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.+      * {{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     * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the sales order. Defaulted to default SST Type in Settings
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 ++++ Items: Adding and managing products or services in the quotation. | ++++ Items: Adding and managing products or services in the quotation. |
 == Items == == Items ==
-\\ {{:quotation:quotation_3.jpg?500|}}+\\ {{gallery>:quotation:quotation_3.jpg?500x0&crop=off&0}}
   * 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).     * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected).
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       * **Total Incl. Tax**: The total amount of the quotation, including tax.       * **Total Incl. Tax**: The total amount of the quotation, including tax.
       * **Total SST**: The Sales and Services Tax (SST) amount applied to the quotation.       * **Total SST**: The Sales and Services Tax (SST) amount applied to the quotation.
-  * **Item Form** \\ {{:quotation:quotation_5.jpg?500|}}+  * **Item Form** \\ {{gallery>:quotation:quotation_5.jpg?400x0&crop=off&0}}
     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns
     * **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**
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       * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.       * 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.       * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
 +      * {{mdi>calculator}}: Opens the **Derive Net Price from Gross (incl. SST)** dialog. //Only shown when the item is SST taxable.//
 +        * **Gross Price (incl. SST)**: Enter the price you were quoted or charged, which already includes SST.
 +        * **Derived Net Price (excl. SST)**: The corresponding SST-excluded price, calculated automatically based on the applicable SST rate.
 +        * Click **Apply** to set this as the item's **Unit Price**. //Because the derived price is rounded to 2 decimal places, re-applying SST to it may not reverse exactly back to the gross price you entered.//
     * **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**
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     * **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.       * 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** \\ {{gallery>:quotation:quotation_7.jpg?300x0&crop=off&0}}
     * **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:quotation_6.jpg?500|}}+  *  **Discount Form** \\ {{gallery>:quotation:quotation_6.jpg?400x0&crop=off&0}}
     * **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.
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 ++++ Document: Edit the header and footer templates of the quotation. | ++++ Document: Edit the header and footer templates of the quotation. |
 == Document == == Document ==
-\\ {{:quotation:quotation_4.jpg?500|}}+\\ {{gallery>:quotation:quotation_4.jpg?500x0&crop=off&0}}
   * **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.
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     * **Save as Accepted**: Confirm the quotation as approved by the customer.     * **Save as Accepted**: Confirm the quotation as approved by the customer.
     * **Save as Rejected**: Mark the quotation as declined by the customer.     * **Save as Rejected**: Mark the quotation as declined by the customer.
 +++++
 +++++ Revisions: View and revert to a previous revision of the quotation |
 +=== Revision History ===
 +\\ {{gallery>:quotation:quotation_8.jpg?500x0&crop=off&0}}
 +  * Shows the current **Quotation No.** and **Revision No.** at the top.
 +  * The following options are located on the toolbar
 +    * {{mdi>refresh}} **Refresh**: Updates the current view by reloading the data.
 +    * {{mdi>download}} **Export to Excel**: Enables exporting the current view data to an Excel file.
 +    * {{mdi>filter-alt}} **Column Filter / Column Chooser**: Filter by column values, or choose which columns are shown.
 +  * **Data Table**:
 +    * {{mdi>chevron-up}} / {{mdi>chevron-down}}: Expand row to view more details.
 +    * {{mdi>dots-horizontal}}: Opens a menu with additional options
 +      * **View Revision**: Opens the quotation form showing this revision's snapshot, read-only.
 +      * **Revert Revision**: Restores this revision's details as the current version of the quotation, archiving the current state as a new revision first. \\ //A confirmation prompt is shown before reverting. Only available if the quotation has not yet been converted to a Sales Order or Invoice.//
 +    * **Revision No.**: The revision number at the time this snapshot was taken.
 +    * **Date**: The date of the quotation at this revision.
 +    * **Status**: The status of the quotation at this revision (e.g. Draft, Pending, Accepted, Rejected).
 +    * **Total Incl. Tax**: The total amount of the quotation at this revision, including tax.
 +    * **Total Tax**: The total SST tax amount at this revision.
 +    * **Total Excl. Tax**: The total amount of the quotation at this revision, excluding tax.
 +    * **Revised By**: The user who made this revision.
 +    * **Revised On**: The date and time this revision was recorded.
 ++++ ++++
 <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat> <aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • quotation.1783674360.txt.gz
  • Last modified: 2026/07/10 09:06
  • by chillhubadmin