quotation

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quotation [2026/10/01 09:25] – chillhubadminquotation [2026/10/02 03:12] (current) – chillhubadmin
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       * {{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 ===
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   * **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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     * **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.1790846721.txt.gz
  • Last modified: 2026/10/01 09:25
  • by chillhubadmin