How to Create Quotes?
Procedure for Creating a Quote in POMS
Step 1: Initiating the Quote
- Log in to POMS Application
- Navigate to the Quote Section
- CRM > Lead Management > Quotes
- Open New Quote Document
- Click on New Document to create a new quote.
Step 2: Creating a New Part Quote
- Click on "New Part Quote"
- To create a new quote document, select New Part Quote from the available options. This will open a form where you can enter the quote details.
Step 3: Entering Counter Sale Details
A. Quote Details Section
In this section, you will fill in all the essential details related to the customer, the sales person, and the quote specifics.
Branch:- Select the relevant branch from the dropdown.
Customer:- Select or enter the name of the customer for whom the quote is being generated.
Customer GSTIN Number: - Enter the GSTIN (Goods and Services Tax Identification Number) for the customer (if applicable).
POS ( Place of supply ):- Enter the Place of Supply—the location where the goods or services will be delivered. This is necessary for calculating GST and other tax-related details.
- Sales Person:- Select the sales person responsible for this transaction.
Delivery Date:- Enter the expected delivery date for the parts or services listed in the quote.
Import File:- If you have an import file (such as a CSV or Excel file with parts data), click Import File and select the file to load parts data directly into the quote.
Get Quote Part Data:- After entering the necessary details, click on Get Quote Part Data to retrieve the available parts list relevant to the quote.
B. Parts Details Section
This section allows you to add and specify the parts that are being quoted.
Select Part:- From the dropdown menu, select the parts that the customer requires. If there is a large inventory, you may need to search for specific parts.
Enter Quantity:- For each part, enter the required quantity that the customer is requesting.
Validation Check
1. Quantity Mismatch:
If there is a discrepancy between the entered quantity and the predefined or set quantity for a part, a warning message will appear. For example:
- Click OK to confirm the change or adjust the quantity manually if necessary.
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