The Sales Quotation View provides a detailed breakdown of the sales transaction after creation, including the quotation's details, customer information, line items, totals, and available actions. It enables users to review the quotation, track its status, and perform operations like converting it to an order or invoice, editing, emailing, printing, and sharing.

At the top of the Sales Quotation view, the system displays the following details:

• Reference: The unique reference number for the sales quotation (e.g., 007/2026).

• Date: The date when the quotation was placed (e.g., 01/03/2026).

• Valid until: The expiration or requested validity date for the quotation (e.g., 31/03/2026).

• Sales Man: The salesperson assigned to the quotation.

• Sales Area: The sales area or region associated with the quotation.

• Created By: The user who created the sales quotation.

• Created On: The exact date and time when the quotation was created (e.g., 01/03/2026 06:11 PM).

Document Details

• Customer Currency: The currency selected while creating the customer (e.g., INR).

• Payment Terms: The payment terms associated with the quotation (e.g., Cash Only).

• Sales Type: The type or category of the sale (e.g., Retail).

• Delivery from: The  selected delivery source/location (e.g., Default).

• Branch: The branch from which the quotation is being processed (e.g., 1234 Supply branch). This field is displayed only when enabled in Setup.

• Department: The department within the branch responsible for handling the quotation (e.g., 001/2018 test). This field is displayed only when enabled in Setup.

• Created From: The system or module from which the sales quotation originated (e.g., ERP).

Customer Details

Below the header, the Sales Quotation view displays the following customer information:

• Customer Name: The name of the customer requesting the quotation.

• Contact Information: The customer's contact details, including address and phone number.

Delivery Details

The Sales Quotation view includes the following delivery information:

• Delivery Name: The name of the recipient for delivery.

• Delivery Address: The address where the goods are to be delivered.

• Contact Phone: The contact phone number for the delivery location.

Line Details

The Line Details section displays a table of all items included in the sales quotation, which may include the following information for each line item:

• Item Description: The description or name of the item quoted.

• Quantity: The quantity of the item quoted.

• Unit: The unit of measurement for the item (e.g., each).

• Price: The price per unit of the item.

• Discount: Any discount applied to the item.

• Total: The total amount for the item after applying price, discount, and tax.

• Quantity Ordered: The quantity of the item that has been converted into a sales order.

Actions

The Sales Quotation View provides several action buttons for management:

• Edit: Make edits to the sales quotation (update quantities, prices, dates, customer info, items, etc.).

• Sales Order: Convert the quotation into a Sales Order.

• Sales Invoice: Generate a Sales Invoice directly from the quotation.

• Print: Print the sales quotation for record-keeping or sharing.

• Share Link: Generate a secure shareable link to view the sales quotation.

• Void: Delete the quotation if it is no longer valid or needed.

Notes

The Super Admin can define and hide the Edit and Void buttons for other users based on permissions.This User Interface will change based on add-ons installed by the user. For example, if an "Approval" add-on is enabled, an extra tab will display on the view page containing the details of the quotation created by the user for the Super Admin.