Creating quotations in PEAK will NOT record the account entries and update the inventory. It's only the issuance of documents to vendors.
The steps to create the quotation are as follows:
Step 1: Go to Revenue > Quotation > Click + Create.
Step 2: Fill in the details to create the quotation.
Refer to: Specify the information (if any). Limit to 32 characters.
Document Number: PEAK will automatically show the document number based on the document set. You can edit and specify the document number later.
Customer Information
Customer: Fill in the vendor code.
Issue Date: PEAK will default to the current date and this section can be edited to the date in the past or future later.
Valid Until: PEAK will retrieve the due date from the setting menu.
Classification group (for Pro Plus Package)
You can specify the document to the classified groups (project, salesperson, sales channel) when creating the document, or can be specified later as well.
Pricing and tax setting
Pricing Type: PEAK will default to the price type based on the settings and can be edited when creating the document.
Currency: This section can specify the foreign currency. PEAK will default to the Thai baht.
Item
Product/Service: Fill in the product/service code (if any).
Account: In case of selecting a product/service code, the system will automatically retrieve the chart of the accounts related to the product/service code or will be able to specify the chart of accounts later.
Description: When selecting a product/service code, the system will automatically retrieve the description related to the product/service code or fill in the desired description (limit to 1000 characters).
Quantity: Fill in the number of products/services.
Price/Q: Specify the price/unit.
Disc./Q: Specify the discount/unit (if any).
VAT: Select VAT rate at 7%, 0%, or no VAT.
WHT: Specify the withholding rate (if any).
If there is more than one item in the quotation, press + Add New Item button.
And to add a description, press + Add New Note button.
Remark for customer
PEAK will default the remark based on the setting menu or you can specify the remark when creating the document.
Step 3: If you already fill in all the quotation information, you can press the Save Draft or Approve Quotation button.
Step 4: Printing a quotation
You can choose to Print Quotation, Print Temporary Delivery Note, or Print Envelope.
Example of a quotation print page
- End of Create Quotation -