الوثائق   /   المخزون   /   عرض أسعار المشتريات

عرض أسعار المشتريات

The purchase quotation in the inventory lists and defines all the purchase (buying) quotations. You can add, edit, delete, or print the purchase quotations.

 

Adding a New Purchase Quotation

You can add items to a purchase quotation through two different options.

Option-1: Direct Addition of Items:

To add a new purchase quotation, go to Inventory > Purchase > Purchase Quotation, the purchase quotation page is displayed.

Click on the Manage icon at the top of the page.

Quotation Number: This field is auto-generated by the system.

Date: This field sets the date of the purchase quotation.

Valid Upto: This field sets the validity of the purchase quotation until the mentioned date.

Supplier: This field allows the selection of the supplier’s code from the drop-down list.

Supplier Name: This field is auto-fetched by the system based on the supplier code.

Supplier Address: This field is also auto-fetched by the system based on the supplier code.

Supplier VAT/ Tax ID: This field is also auto-fetched by the system based on the supplier code, otherwise it can be entered manually.

Tax Exempted? This field is also auto-fetched by the system based on the supplier code.

Reference Number: This field sets the reference number for this document.

Warehouse: This field allows the selection of the warehouse from the drop-down list.

Supplier Reference: This field sets the reference of the supplier.

Payment Terms: This field sets the payment terms and conditions if any apply to the purchase quotation.

Click on the Add New Item button as shown above.

Item code: This field selects the item code either from the drop-down list or a particular item code.

Quantity: This field sets the number of items to be selected. You can select unit type from the drop-down list containing Pieces (Pcs), Bottles (Btl) and Cartons (Ctn), etc.

Price: Select the price from the drop-down list. Select from Cost price, Retail price, or Sales Price.

Currency Code: Select the currency code from the drop-down list.

Discount: Discount Rate: This field sets the percentage of the discount. Discount Amount: This field is auto-fetched by the system.

Click on the OK button to save the information.

Instruction Remarks: This field sets the instructions or guidelines comments.

Tax Group ID: This field allows the selection of the global tax if applicable.

Shipping Terms: This field sets the shipping terms and conditions for this purchase quotation.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Option-2: Addition of Items through Excel Sheet:

To add a new purchase quotation, go to Inventory > Purchase > Purchase Quotation, the purchase quotation page is displayed.

Click on the Manage icon at the top of the page.

Quotation Number: This field is auto-generated by the system.

Date: This field sets the date of the purchase quotation.

Valid Upto: This field sets the validity of the purchase quotation until the mentioned date.

Supplier: This field allows the selection of the supplier’s code from the drop-down list.

Supplier Name: This field is auto-fetched by the system.

Supplier Address: This field is also auto-fetched by the system.

Supplier VAT/ Tax ID: This field is also auto-fetched by the system.

Tax Exempted? This field is also auto-fetched by the system.

Reference Number: This field sets the reference number for this document.

Warehouse: This field allows the selection of the warehouse from the drop-down list.

Supplier Reference: This field sets the reference of the supplier.

Payment Terms: This field sets the payment terms and conditions if any apply to the purchase quotation.

Click on the Download File button first.

Edit/add more items as per requirement in the Downloaded Excel Sheet.

Now save this downloaded file after editing on your desktop. Upload the same file by clicking on the Upload button.

Instruction Remarks: This field sets the instructions or guidelines comments.

Tax Group ID: This field allows the selection of the global tax if applicable.

Shipping Terms: This field sets the shipping terms and conditions for this purchase quotation.

Document Upload: This button allows you to upload the scanned images of the invoice or any other relevant images or files.

You can choose the files of images and save the images by clicking on the OK button.

Once you have uploaded the document, click on the Save button at the top of the page to save the information.

Updating a Purchase Quotation

To edit/update a purchase quotation, go to Inventory > Purchase > Purchase Quotation, the purchase quotation page is displayed.

Select the desired row from the list of purchase quotations.

There are four icons in front of each row: Load, Edit, Print, and Delete.

Click on the Edit (blue pencil) icon to update the information.

You can update the purchase quotation’s information and click on the Save button to save the information.

Deleting a Purchase Quotation

To delete a purchase quotation, go to Inventory > Purchase > Purchase Quotation, the purchase quotation page is displayed.

Select the desired row from the list of purchase quotations.

There are four icons in front of each row: Load, Edit, Print, and Delete.

Click on the Delete (red) icon to delete the information.

Click on the Yes button to confirm the deletion.

Printing a Purchase Quotation

To print a purchase quotation, go to Inventory > Purchase > Purchase Quotation, the purchase quotation page is displayed.

Select the desired row from the list of purchase quotations.

There are four icons in front of each row: Load, Edit, Print, and Delete.

Click on the Print (green) icon to print the information.