In the Mobile Create Quotation, you can register and manage quotations for sales items to present to customers, including info such as item, quantity, and unit price.

The following describes how to create a quotation.

1. Tap ‘Sales’ in ‘Admin Menu’ of Mobile Home. Then, tap ‘Create Quotation’ from the menu.
2. Enter the quotation information in the Create Quotation screen.
   • Business Place: Select a business place.
   • Quotation Number: The quotation number is assigned automatically. (The numbering rule is ES + yyyymmdd + 6-digit sequence.)
   • Vendor: Select from among the registered vendors. If you don't see the customer in the search, then you need to register it in the PC Web screen's ‘Business Support Settings > Manage Common Code > Vendor Management’ menu.
   • Sales Group: Select from among the registered sales groups.
   • Quotation Manager: Select a registered quotation manager.
   • Quotation Name: Enter a name for the quotation.
   • Quotation Date: Select the quotation date. (The default value is current date.)
     • Quotation Validity Period: When the admin sets the validity period from the quotation date in 'Sales > Settings', the validity period from the entered quotation date is displayed (e.g., Valid for 15 days). The validity period is the duration during which the quotation can be used from the date of issuance. Once the validity period expires, the quotation can only be viewed.
   • VAT Type: Select the VAT type (tax-exempt, zero tax rate).
   • Currency: Select the currency. According to the selected currency, you can add items that match the currency.
   • Progress: You can check the quotation progress.
     • New: You're entering the content for a new quotation.
     • Save: At this point, you've tapped ‘Save’ after entering the content for the quotation.
     • Order Available: At this point, you've tapped ‘Approve’ after tapping ‘Save’.
     • Pending Electronic Approval: The electronic approval is in progress after tapping ‘Approve Approval’.
     • Rejected: The electronic approval has been rejected.
   • Payment Conditions: Enter the payment conditions.
   • Attach Files: Attach quotation-related data.
   • Quotation Content: Enter a description for the quotation.
   • Quotation Item: Tap the [Add] button to add a quotation item. You can't add items that have already been registered.
     • Item Name: Select the item to add to the quotation.
     • Standard: When you select an item, the standard for the item is entered automatically.
     • Quotation Quantity: Enter the quotation quantity.
     • Sales Unit: When you select an item, the sales unit for the item is entered automatically.
     • Foreign Currency Unit Price: When you enter the item and quotation quantity, the foreign currency unit price of the entered item is entered automatically.
     • Foreign Currency Sales Price: When you enter the item and quotation quantity, the foreign currency sales price of the entered item is entered automatically.
     • Unit Price: When you enter the item and quotation quantity, the unit price of the entered item is entered automatically. (The foreign currency unit price is calculated automatically according to the exchange rate.)
     • Sales Price: The sales price of the item is entered automatically.
     • Discount Amount: Enter the discount amount. (The discount amount can't be greater than the sales price.)
     • Supply Price: The supply price of the item is entered automatically.
     • VAT: The VAT is entered automatically as 10% of the supply price.
     • Total Amount: The sum of supply price and VAT is entered automatically.
     • Supply Date: Enter the supply date of the item.
     • Supply Period: Enter the supply period of the item.
     • Supply Place: Enter the supply place of the item.
     • Delivery Conditions: Enter the delivery conditions of the item.
3. Tap 'Save'. The created quotation will be saved.
   • Tap ‘Approve’ to approve the quotation.
   • If approval is required through the Approval service upon creating a quotation, 'Report Approval' will be displayed. Check the approval line and sharing information, and then tap ‘Report’.