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Sales Quote Header Information

Position Ref. NoSales Quote Document fieldData in Business Central Sales Quote Position
1LogoCompany Information - Picture


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2Footer - AddressCompany Information - Document Footer
3Footer - TELCompany Information - Phone No. 

Footer - FAXCompany Information - Fax No. 
4TOBill-To Customer Name

ADDRESSBill-To Address


Bill-To Address 2

TELBill-To Phone No

FAX**Confirmed with Trio that the Fax number no need to show on sales quote

EMAILBill-To Email 

ATTNBill-To Contact
5DATEOrder Date

OUR REF.Quotation No + Version No.

PAGE Page number and total number of page generate by system when print the document
6REWork Description


Sales Quote Line Information

Position Ref. NoSales Quote Document fieldData in Business Central Sales Quote Position
7ITEMQuotation Line - ID

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DESCRIPTION

Quotation Line - Description

(English Version)

- Description 

 



Quotation Line - Chinese Description

(Chinese Version)

- Chinese Description

 


Format handling
*Add field Format with drop down value for user select

Quotation Line - Format

Available format: BOLD / BOLD and UNDERLINE / NORMAL

**default

Default NORMAL


QtyQuantity

UNIT

Quotation Line - Unit of Measure Code

(English Version) 



Quotation Line - Unit of Measure Code

(Chinese Version)

- Look up Unit Of Measure Chinese Description

(Chinese Version)


Unit PriceQuotation Line - Unit Price Excl. VAT

AmountQuotation Line - Line Amount Excl. VAT if Note is Empty

Text in Amount field handling

Quotation Line - 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
8Sub-Total handling
**

Sales Quote Line

to indicate sub-total**select Sub-Total in

- Select Standard Text Code SUB-TOTAL

**system calculate the amount in between previous Sub-Total and the sub-total line

9Image 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. NoSales Quote Document fieldData in Business Central Sales Quote Position

Total AmountSubtotal Excl. VAT 

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總金額(貨幣)
 **Disable if no discount
Label for Chinese version

Less Discount

Inv. Discount Amount Excl. VAT

折扣

 

**Disable if no discount


折扣Label for Chinese version

Net AmountTotal Excl. VAT

此單總額(貨幣)Label for Chinese version


Signature Area

1For & On behalf of(English)  -  Hard Code 

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(Chinese) - Not include 
2Company 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
3Signed byAgent