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Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Quotation > Definition

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Quotation
Definition
Draft Quotation
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Invoice
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Quotation Definition

Quotation, also known as Estimate is statement sent to your customer when they request for the price of the item sold or service provided. In Xin Invoice 3.0 you may create unlimited quotation.

Fields Definition

Fields	Definition
Code	A unique reference code of Quotation. It can be entered manually, or generated by the system automatically. For more information about Quotation Reference Code, please refer Reference Code
Currency Code	Currency Code of the Quotation. Xin Invoice 3.0 supports only 1 currency code per quotation. You may enter different currency code for different quotation, but as Xin Invoice 3.0 does not support multiple currency code, if there are different currency code for different quotation, the final total amount in the report might not be correct.
Date	Quotation date
Customer	Select the customer who will receive the Quotation.
Order No	RFQ (Request For Quotation) reference numbe from the custoemr (if any)
Sales Person	Select the Sales Person name who issue or related to the quotation.
Ship To	Select the Contact Person of the Customer where the item of the quotation will be delivered to.
Shipping Date	The date when the items will be delivered to the customer.
Shipping Terms	Incoterms
Bill To	Select the Contact Person of the Customer where the invoice will be delivered to
Payment Terms	Terms of payment, it can be 7 days, 30 days etc. You may pre-set the Payment Terms data from Payment Terms
Payment Method	How the payment to be made. Example by cash, cheque, online transfer etc.
Seq	Sequence number of the Quotation items. If you need to re-sequence the quotation items, you do not need to re-enter the item information again, but just re-sequence the sequence number and the items will be arranged accordingly.
Item Code	Unique reference code of the Inventory Item.
Description	Description of the Quotation item. It will be auto populated when you select an Inventory into the quotation and it is editable in quotation form.
U.O.M.	Unit of Measurement of the Quotation item.
Unit Price	Unit selling price of the Quotation item.
Quantity	Quantity of the inventory item in quotation.
Amount	Sub-total amount of the Quotation item
Disc %	Discout percentage applied to the Quotation item.
Disc Amt	Discount amount of the Quotation item. It will be auto calculated when you enter the discount percentage.
Final Amt	Final amount of the Quotation item.
Discount	Total discount amount applied to all Quotation items.
Sub Total	Son total amount of all quotaiton items.
Shipping	Shipping cost
Total	Final Quotation total amount inclusive of the shipping cost.
Deposit	Any deposit amount that has been paid by the Customer when the quotation is generated.
Amt Due	Amount due after deduct the deposit amount
Note	Any remarks to this Quotation.
Attachment	Attachment is an additional function that you can attached any important file related to this Quotation into the system. Example, you may attach photo, quotaion, id card and etc.

Next : Click here to learn how to create a draft quotation >>

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