Complete Guide

Quotation Settings – Navigation

Navigation Path:
Sales Module → Settings → Quotation

You will see these tabs:

Field Settings
Quotation Status
Quotation Series
Other Settings
PDF Preview

Field Settings

2.1 Section 1: Field Settings

This controls:

Quotation Header Fields
Custom Input Fields (Max 3)

2.2 Quotation Header Fields

2.2.1 Standard Fields
Standard fields include:

Date
Quotation Series
Quotation Number
Contact Detail
Name
Contact Person

2.2.2 Field Actions (3 Dot Menu)

You can:

Activate
Edit
Delete (if custom)

Click the 3 dots on a field to manage.

2.3 Add Custom Field (Max 3)

Click:
New Field

Examples for Textile:

Agent Name
Contact Number

2.4 Item Details Section

You can enable or disable columns (Max 9 visible).

Available columns:

Sr. No.
Item Name and Description
HSN Code
Image
Quantity
Rate
UOM
Discount (%)
GST Rate (%)
Amount
Total Amount

Use toggle to:
✔ Show
❌ Hide

2.5 Recommended Textile Item Setup

Recommended (show):

Item Name and Description
Quantity
Rate
GST Rate
Amount
Total

Optional:

HSN Code (if GST billing required)
Image (for catalogue-based quoting)

Quotation Status

3.1 Section 2: Quotation Status

Controls quotation lifecycle.

Default statuses include:

Draft
Sent
Viewed
Under Negotiation
Revised
Accepted
Converted
Rejected
Expired
Cancelled

3.2 Add New Status

Enter:

Status Name
Status Description
Select Colour
Set as Default (optional)
Active toggle

3.3 Textile Quotation Flow Example

Draft → Sent → Viewed → Negotiation → Revised → Accepted → Converted

Quotation Series

4.1 Section 3: Quotation Series

Controls numbering format.

You can define:

Series Name
Prefix
Suffix
Starting Number
Default Series

4.2 Example Textile Series Setup

Series Name: FY 2025-26
Prefix: QT-
Suffix: 25-26
Starting No: 001-

Final quotation number format:
QT-001-25-26

4.3 Best Practice

Separate series per financial year
Set a default series
Avoid manual numbering

Other Settings

5.1 Section 4: Other Settings

Includes:

5.1.1 Terms and Conditions

Add:

Payment terms
Delivery conditions
Return policy
Validity period

These appear in the PDF.

5.1.2 Authorized Signature

Upload:

Signature image

Max size 1MB
Minimum resolution required

Appears in the quotation PDF.

5.1.3 Upload Stamp
Upload company stamp for:

Professional appearance
Legal clarity

PDF Preview Settings

6.1 Section 5: PDF Preview Settings

Controls what appears in the final quotation PDF.
Toggle sections:

Billing Details
Shipping Details
Bank Details
GST Details
Item Details

6.2 Item Details Toggle

You can control:

Show or hide HSN
Show or hide Image
Show or hide Discount
Show or hide GST enable
Lock required fields

6.3 Textile PDF Recommendation

Show:

Item Name
Quantity
Rate
GST
Total Amount
Bank Details
Authorized Signature