Create Quotations

Create Quotations has been updated to improve quotation management and provide better control over customer details, quotation items, quantities, prices, taxes, and discounts. It also makes it easier to track quotation status, manage sales offers, and maintain accurate and organized records for better follow-up and decision-making.

Find Sales orders Quotations

From the menu Sales → Sales Orders Quotations, ,you use this option tocan search Sales Orders,quotations, view orderquotation details, and create a new Sales Order.quotation

 

 

Add New Sales ordersQuotation

Click Add New SalesQuotation Order to create a new Sales Orderquotation for a customer and enter the required orderquotation details.

Creating Sales OrderQuotation

• Select Customer ID from the dropdown list to choose the customer you want to create the Sales Order for.
• Select CUR to choose the transaction currency, such as USD, EUR, or SAR.
• Enter XR (Exchange Rate) if the selected currency is different from the company’s main currency.
• Select the Invoice Date to choose the invoice date and time using the calendar option.
  
• Make sure all required fields marked with a red asterisk (*) are completed.
• Click Create Sales OrderQuotation to save the order and continue to the next step.

Example Creating Sales Order

Next Step :

This is a confirmation message from the system.
It asks if you want to create a new Sales Order.Quotation.

Click Yes to continue.
Click No to cancel.

Sales orderQuotation

• Check Order Details to review the customer name, order number, and invoice type.
• Check Financials to review currency, exchange rate, discount, tax, and total amount.
• Check Administration & Sales to review salesman, branch, bank, and created by details.
• Check Logistics & Notes to review shipping terms and any notes.
• Check Approved to see if the order is approved or still pending.
• Click Print if you want to print or save a copy of the Sales Order.
• Update any required information if changes are needed.
• Click Update Sales Order to save all changes.

 

GoodsQuotation Items 

• Click Part Code / Part Number  to choose the item you want to sell.add. You can select it from the list or use the search icon to find the item.
• CheckEnter Available QTYNote to seeadd howany manycomments piecesor areadditional currentlydetails infor stock.the quotation.
• Enter QTYSkip TAX if you want to typeexclude thetax quantityfrom the customer wants to buy.
• Enter Unit Price to set the price for onethis item.
• Enter Discount if you want to give a discount for that item.
  
• The system will automatically calculate:
  • Available QTY – Current stock quantity available
  • Unit Price – Item price from the system
  • Subtotal – Quantity × Unit Price
  • Net Amount: – Price after discount
  • Tax: – Tax amount for the item
  • Gross Amount: – Final total for that row
  • Grand Total: – Total amount for all items
    
• Click + Add Rows if you want to add more items.
• Click Save to save the entered items.
• Click Delete if you want to remove an item row.

Example Creating Goods

 Search & Results

Step 1: Set Your Filters

Choose the Warehouse & Bin Location (specific stockroom or shelf).
Select the PO Status (e.g., Invoiced items or other statuses).

Step 2: Enter Your Search Term

Type the product name or Part Code in the search field.
Keep the Search Condition as “Equal” for an exact match.

Step 3: Run the Search

Click theCreate SearchSales Orderbutton to display matching products at the bottom.

Optional Step:

Click the Reset button to clear all fields and startcreate a new search.

sales

Revieworder Results Search

Step 1: Select Your Items

Onfor the rightcustomer side,and you will see checkboxes.
Tickenter the boxrequired nextorder to the item(s) you want to add.
A selected item will show a blue checkmark.

Step 2: Check the Details
Review the item information before adding it:

Part Number: The unique product code
Warehouse & Bin Location: Exact storage location of the item
PO Status: Confirms if the item is ready (e.g., Invoiced)

Step 3:  Add to Order

Click the “Add to Order” button, You can use either button..

Step 4: Navigation (If many items exist)

Selected Items

Step 1: Review and Edit

• Unit Price: Check the displayed price (e.g., 70,309.08)details.
• Discount: Enter a discount amount if you want to reduce the price
• QTY: Confirm the quantity is correct (e.g., 1)

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Step 2: Use Action Buttons
After confirming the details, use the available buttons:

• Update: Save any changes made to price or discount
• Unselect: Remove the checkmark from the selected item
• Delete: Remove the item completely from your selection

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Step 3: Export or Exit

• Export (Blue Dropdown): Download the list as a file
• Cancel: Close the window without adding the item

Export means taking the data you see on the screen and saving it into an external file (usually an Excel or PDF file or Copy ).  

Example Quotation Items

 

FinalSearch GoodsQuotations 

• Enter QU ID to search for a specific quotation. You can type the number directly or use the search icon to find it.
• Enter SO ID to search for a specific sales order. You can type the number directly or use the search icon to find it.
• Enter Job Cards to search for orders linked to a job card. You can type the number directly or use the search icon to find it.
• Enter Part Number to search for orders containing a specific item. You can type the item code directly or use the search icon to find it.
• Choose Branch to filter results by branch location
• Select Order By to choose how the results will be sorted.
• Select Order Direction to set sorting order (Ascending or Descending).
• Choose ReviewDate ItemField Detailsto select which date type to search by.
  Enter Date Condition to set the date filter (Equal, Between, Before, After).
• Enter Date & Time Range From and Date & Time Range To to search within a specific period.
  
• Enter Limit to define how many results you want to display.
• Click Search to show the matching results.

 

Check the selected product information (Part Number, description, location)
Verify price, quantity, and discount (if any)

Confirm Quantity

Ensure the QTY entered is correct and available in stock

 Final Check

Review total price and tax calculations
Make sure all selected items are correct

ServicesSearch results

Select the Item

• Click PartQU Code / Part NumberID to chooseopen or move to the item
quotation
• You can select it directly from the list

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Check Stock

• View Available QTY to see how many items are in stock

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Automatic Calculations

The system will calculate automatically:

• Net Amount: Price after discount
• Tax: Tax amount for the item
• Gross Amount: Final total for the row
• Grand Total: Total for all items

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Manage Rows

• Click + Add Rows to add more itemsdetails.
• Click DeleteSO ID to removeopen anor itemmove rowto the sales order details.
• Click SaveJob Cards to storeopen allor enteredmove itemsto the job card details.
  

Search Sales Orders 

Step 1: Identify what you want to search
Decide what information you have (SO ID, Part Number, date, branch, etc.)

Step 2: Enter basic search info
Type SO ID if you know the order number
Or type QO ID if you are searching from a quotation
Or enter Part Number to find orders with a specific item
Step 3: Apply filters (optional)
Select Branch if you want results from a specific location
Choose Approved status (Approved / Not Approved)
Set Has Job Cards if needed

Step 4: Set sorting options
Choose Order By (example: date or ID)
Select Order Direction (newest first or oldest first)

Step 5: Set date filter (if needed)
Select Date Field (created date or updated date)
Choose Date Condition (between, before, after, equal)
Enter Date & Time From
Enter Date & Time To

Step 6: Limit results
Choose how many results to display (e.g. 50 or 100)

Step 7: Run the search
Click Search to display results