The Quotation Expiry Date feature helps provide clear communication to customers by indicating when a quotation is no longer valid. Follow the steps below to configure and use this feature in VGM.
Configuring Default Expiry Dates
To enable expiry dates for Sales Quotations, you must first define a default expiry period in VGM classic:
Navigate to Financial > Financial Settings.
Set the Sales Quotation Expiry Days value.
Click Save to apply the setting.
Note: If no default expiry days are set, the expiry date feature will be disabled.
Understanding Expiry Date Indicators
No Expiry Date Set → The expiry date column will remain blank.
Expired Quotations (On or Before Today) → Displayed with a red indicator.
Valid Quotations (Future Expiry Date) → Displayed with the default colour.
Adding an Expiry Date to a Sales Quotation
From the Quotations Page
Select the Sales Quotation row.
Click Set Default Expiry to apply the default expiry date.
From the Sales Quotation Details Page
Open the Sales Quotation.
Click the three dots (⋮) in the top right corner.
Select Set Default Expiry to apply the system default.
Setting a Custom Expiry Date
Open the Sales Quotation.
Locate the Expiry Date field.
Use the calendar to select a specific expiry date.
