Paradigm Support Desk

Add a New Quotation

Navigation / Documents / Processing / Quotations
Note:  This article focuses on the minimum fields required to create a quotation.

To add a new quotation, click New Quotation (Ctrl + N) on the toolbar.  This opens a new blank Quotation screen, on the General tab.

Note:  Depending on your configuration, some fields are automatically populated when selections are made.


General Tab

On the General tab, you have to complete the quotation's administrative information, such as customer and delivery information.


Details

  1. Select the Branch from which the quotation is being sent.
  2. Select the Customer requesting the quotation.
  3. The Document Date automatically populates to the current date.  This date can be updated if required.

Order Information

The Order Information automatically populates from the customer information.  This can be updated if required.

  1. Confirm or update the Sales Person for the quotation.
  2. Confirm the Email Address to send the quotation to.
  3. Confirm the Email PDF Layout for the quotation.
Note:  An Email PDF Layout for quotations needs to be set up if one is required here.  Depending on your setup, only a Print Layout may be available.

Delivery Information

  1. Confirm or update the Delivery/Due Date.

Once done, click Save (Ctrl + S).  This saves the quotation, and a new sequential quotation number is generated in the Quotation No field.  Click the Quotation Details tab to continue.


Quotation Details Tab

On the Quotation Details tab, you have to complete the quotation's product information, such as products and their quantities.


Note:  Add a new line item to the list by clicking the empty cell under Inventory Item.  Depending on your configuration, some fields may be automatically populated when a line item is selected.
  1. Select an Inventory item to add to the quote.
  2. Confirm the Warehouse from which the item is sourced.
  3. Add a Line Note for the item, if you wish.
  4. Enter the quantity (Qty) or number of items to add to the quote.
  5. Confirm the Unit Price for the item.
  6. Confirm the Unit of Measure for the item.
  7. Enter the discount percentage (Disc %) for the item to be applied to the quote, if required.  This discount is applied to the individual line item, not the quotation total.
Note:  A discount can also be applied on the full quotation value, for all items captured.  To do this, the discount is entered in the bottom right corner, in the Summary section.
  1. Confirm the Tax Type for the item.
  2. The individual line item totals are displayed as exclusive of VAT (Total Excl Tax) and inclusive of VAT (Total Incl Tax).
  3. The Qty To Process and Qty Processed columns are not relevant at this stage to generate a new quotation.

Repeat the above steps until all the required inventory items are added to the quotation.

Summary

On the Summary section (bottom right corner of the screen), confirm that the quotation totals are correct.


Once done, click Save (Ctrl + S).  This saves the quotation.  You can also press Ctrl + Enter to save and close the quotation.

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