Sales Quote Header Information | |||
|---|---|---|---|
| Position Ref. No | Sales Quote Document field | Data in Business Central | Sales Quote Position |
| 1 | Logo | Company Information - Picture |
|
| 2 | Footer - Address | Company Information - Document Footer | |
| 3 | Footer - TEL | Company Information - Phone No. | |
| Footer - FAX | Company Information - Fax No. | ||
| 4 | TO | Bill-To Customer Name | |
| ADDRESS | Bill-To Address | ||
| Bill-To Address 2 | |||
| TEL | Bill-To Phone No | ||
| FAX | **Confirmed with Trio that the Fax number no need to show on sales quote | ||
| Bill-To Email | |||
| ATTN | Bill-To Contact | ||
| 5 | DATE | Order Date | |
| OUR REF. | Quotation No + Version No. |
| PAGE | Page number and total number of page generate by system when print the document |
| 6 | RE | Work Description |
Sales Quote Line Information | |||
| Position Ref. No | Sales Quote Document field | Data in Business Central | Sales Quote Position |
| 7 | ITEM | Quotation Line - ID |
|
| DESCRIPTION | (English Version) - Description | ||
| (Chinese Version) - Chinese Description | |||
| Format handling | *Add field Format with drop down value for user select BOLD / BOLD and UNDERLINE / NORMAL | ||
| **default NORMAL | |||
| Qty | Quantity | ||
| UNIT | (English Version) - Unit of Measure Code | ||
| (Chinese Version) - Look up Unit Of Measure Chinese Description | |||
| Unit Price | Unit Price Excl. VAT | ||
| Amount | Line Amount Excl. VAT | ||
| Text in Amount field handling | Note | ||
| user enter note for Free, By Client, TBC, N/A, Cancelled, Include etc | |||
| **if NOTE field empty, system show the line amount excl. VAT | |||
| **if NOTE field not empty, system show the text in Amount | |||
| **user will enter unit price no matter the amount is free, by client, cancelled etc | |||
| in this case, user need to enter 100% line discount on the line, otherwise, the amount will include Free, By Client or cancelled item etc | |||
| 8 | Sub-Total handling | **Sales Quote Line to indicate sub-total | |
| **select Sub-Total in Standard Text Code | |||
| **system calculate the amount in between previous Sub-Total and the sub-total line | |||
| 9 | Image handling | **Sales Quote Line to indicate Image by select IMG in Standard (image size show on document 1.5" * 1.5") | |
Total Amount Section | |||
| Position Ref. No | Sales Quote Document field | Data in Business Central | Sales Quote Position |
| Total Amount | Subtotal Excl. VAT |
| |
| 總金額(貨幣) | |||
| **Disable if no discount | |||
| Less Discount | Inv. Discount Amount Excl. VAT | ||
| 折扣 | |||
| **Disable if no discount | |||
| Net Amount | Total Excl. VAT | ||
| 此單總額(貨幣) | |||
Signature Area | |||
|---|---|---|---|
| 1 | For & On behalf of | (English) - Hard Code |
|
| (Chinese) - Not include | |||
| 2 | Company Name | (English) - Company Information - Name | |
| (English) - Company Information - Name 2 | |||
| (Chinese) - Company Information - Chinese Name | |||
| (Chinese) - Company Information - Chinese Name 2 | |||
| *Add field Chinese Name and Chinese Name 2 in Company Information | |||
| 3 | Signed by | Agent | |
