diff --git a/erpnext/docs/assets/img/selling/selling-flow.png b/erpnext/docs/assets/img/selling/selling-flow.png new file mode 100644 index 00000000000..7f35f80fd40 Binary files /dev/null and b/erpnext/docs/assets/img/selling/selling-flow.png differ diff --git a/erpnext/docs/assets/img/taxes-and-charges.gif b/erpnext/docs/assets/img/taxes-and-charges.gif new file mode 100644 index 00000000000..8d0a2bcf8e8 Binary files /dev/null and b/erpnext/docs/assets/img/taxes-and-charges.gif differ diff --git a/erpnext/docs/user/manual/en/selling/quotation.md b/erpnext/docs/user/manual/en/selling/quotation.md index 6f5cc5eff42..1f7b06c45e4 100644 --- a/erpnext/docs/user/manual/en/selling/quotation.md +++ b/erpnext/docs/user/manual/en/selling/quotation.md @@ -1,9 +1,13 @@ During a sale, the customer may request for a written note about the products or services you are planning to offer, along with the prices and other terms of engagement. This is called a “Proposal” or an “Estimate” or a “Pro Forma -Invoice”or a Quotation. +Invoice”or a **Quotation**. -To create a new Quotation go to: +A typical Selling flow looks like: + +Make Quotation from Opportunity + +To create a new Quotation navigate to: > Selling > Quotation > New Quotation @@ -13,23 +17,18 @@ You can also create a Quotation from an Opportunity. Make Quotation from Opportunity -Or You can create a new Quotation and pull details from an Opportunity. - -Make Quotation from Opportunity - A Quotation contains details about: * The recipient of the Quotation * The Items and quantities you are offering. - * The rates at which they are offered. For details refer + * The rates at which they are offered. * The taxes applicable. * Other charges (like shipping, insurance) if applicable. * The validity of contract. * The time of delivery. * Other conditions. -> Tip: Images look great on Quotations. To add images to your Quotations, -attach the corresponding image in the Item master. +> Tip: Images look great on Quotations. Make sure your items have an image attached. ### Rates @@ -41,11 +40,13 @@ The rates you quote may depend on two things. ### Taxes -To add taxes to your Quotation, you can either select a tax template, Sales -Taxes and Charges Template or add the taxes on your own. To understand taxes in -detail visit [Taxes]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html) +To add taxes to your Quotation, you can select a **Sales Taxes and Charges Template** or add the taxes on your own. -You can add taxes in the same manner as the Sales Taxes and Charges Template. +For e.g + +Taxes and Charges + +To understand taxes in detail visit [Taxes]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html). ### Terms and Conditions @@ -71,19 +72,17 @@ you have a standard set of terms. You can do this by going to: Quotation is a “Submittable” transaction. Since you send this Quotation to your Customer or Lead, you must freeze it so that changes are not made after -you send the Quotation. See Document Stages. +you send the Quotation. > Tip: Quotations can also be titled as “Proforma Invoice” or “Proposal”. -Select the right heading in the “Print Heading” field in the “More Info” -section. To create new Print Headings go to Setup > Branding and Printing > -Print Headings. +You can do this by selecting a **Print Heading** in the **Print Settings** +section. To create new Print Headings go to Setup > Printing > +Print Heading. ### Discount While making your sales transactions like a Quotation (or Sales Order) you -would already have noticed that there is a “Discount” column. On the left is -the “Price List Rate” on the right is the “Basic Rate”. You can add a -“Discount” value to update the basic rate. To understand more about discount -read [Discount.](http://erpnext.org/discount) +can also give discounts to your customers. In the Discount section, add +the discount in percentage or fixed amount. Read [Discount](https://frappe.github.io/erpnext/user/manual/en/selling/articles/applying-discount) for more explanation. {next} diff --git a/erpnext/docs/user/manual/en/selling/sales-order.md b/erpnext/docs/user/manual/en/selling/sales-order.md index 269473a5bec..32e58a5f3f1 100644 --- a/erpnext/docs/user/manual/en/selling/sales-order.md +++ b/erpnext/docs/user/manual/en/selling/sales-order.md @@ -50,6 +50,16 @@ Warehouse here. This “reserved” quantity will help you project what is the quantity you need to purchase based on all your commitments. +### Taxes + +To add taxes to your Quotation, you can select a **Sales Taxes and Charges Template** or add the taxes on your own. + +For e.g + +Taxes and Charges + +To understand taxes in detail visit [Taxes]({{docs_base_url}}/user/manual/en/setting-up/setting-up-taxes.html). + ### Sales Team **Sales Partner:** If this Sale was booked via a Sales Partner, you can update the Sales Partner’s details with commission and other info that you can aggregate.