| Parameter |
Description |
Input Method |
Mandatory |
|
| New Entry |
In order to add a new record, please click on this button. |
Button |
Optional |
| Copy to sales order |
It is possible to transcript a registered quote to a sales order. Please enable the box you wish to copy and then click this link. |
Icon (link) |
Optional |
| Print quote |
By clicking this link after checking the items you wish to print, a Quote Sheet in PDF format can be generated. |
Button |
Optional |
|
| Quote No. |
This is the quote number. If this field is left blank, this will be automatically set following below battern.
M + YYMM + 5 digits sequential number. |
Text Input |
Optional |
| Date of issue |
This is the Quote Issuance Date. |
Date Input |
Mandatory |
|
|
Extended Dropdown Box |
Optional |
|
|
Text Input |
Mandatory |
| Customer rep. name |
This is the customer representative name of the customer. This will be printed in the Quote sheet. This field may be left blank if not needed. |
Text Input |
Optional |
| Zip code |
Displays Contact Master: [Zip code]. |
Text Input |
Optional |
| Customer address 1 |
This is the customer's address 1. This will be printed in the Quote Sheet. This field may be left blank if not needed. |
Text Input |
Optional |
| Customer address 2 |
This is the customer's address 2. This will be printed in the Quote Sheet. This field may be left blank if not needed. |
Display Only |
Optional |
| Customer tel. |
This is Customer's Telehpone Number. This will be printed in the Quote Sheet. This field may be left blank if not needed. |
Integer Value Input |
Optional |
| Customer fax. |
This is the customer's fax. number. This will be printed in the Quote Sheet. This field may be left blank if not needed. |
Integer Value Input |
Optional |
| Staff (Own company) |
Register the person who is in charge of this transaction. Only the person registered in the Staff Master can be chosen. |
Extended Dropdown Box |
Optional |
| Department (Own company) |
Register the department which is in charge of this sales order. Only the department registered in the Department Master can be chosen. |
Dropdown List |
Optional |
| Rank |
This is the importance level of this Quote. Following ranks can be chosen. [A], [B], [C], [D], [E]. |
Dropdown List |
Optional |
| Subject |
This text will appear on the Quote Sheet. If not necessary, please leave this field blank. If the contents of this quote is transcripted to the sales order, any text registered here will be copied to [Sales order remarks 2]. For detail, please see [Sales order remarks 1-3]. |
Text Input |
Optional |
| Delivery due date |
This is the scheduled date of the item quoted. This date will appear on the Quote Sheet. If this is note required, please leave this field blank. |
Text Input |
Optional |
| Delivery location |
This is the delivery location of the item quoted. This date will appear on the Quote Sheet. If this is note required, please leave this field blank. |
Text Input |
Optional |
| Terms of payment |
This is the terms of payment concerning the item quoted. This will appear on the Quote Sheet. If this is note required, please leave this field blank. |
Text Input |
Optional |
| Validity period |
This is the period validity period of this quote. This will appear on the Quote Sheet. If this is note required, please leave this field blank. |
Text Input |
Optional |
| Quote remarks |
Any text regarding this quote can be registered here. |
Text Input |
Optional |
| Transaction currency |
This is the currency used for the business transactions with this customer/supplier. This can be set in the Contact Master. |
Display Only |
Optional |
| Credit limit |
Displays [Credit limit] set for this customer in the Contact Master. |
Display Only |
Optional |
| Total amount |
This is the total amount of this quote. |
Display Only |
Optional |
| Total gross profit |
This is the total amount of the gross profit expected to gain based on the quote entry. |
Display Only |
Optional |
| Total sales original cost |
This is the total amount of the sales original cost concerning this quote. This will appear on the Quote sheet. |
Display Only |
Optional |
| Balance of accounts receivable |
The balance of accounts receivable based on the received sales order or the quote in the past is displayed. The displayed balance does not include the amount of this sales order. If the [Invoice to] is specified for this customer in the Contact Master, the balance of accounts receivable of the contact designated as [Invoice to] is displayed. |
Display Only |
Optional |
|
| Item(s) |
Choose the item to quote for. Only the items set to orderable in the Item Master: [Orderable] can be chosen. |
Dropdown List |
Optional |
| Item code |
This is the unique code assigned for each item. This code will be used throughout GENESISS to identify the item. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. |
Text Input |
Mandatory |
| Item name |
Name of each item can be defined here. This name does not have to be unique throughout GENESISS. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. |
Text Input |
Optional |
| Quantity |
This is the quantity delivered this time. This quantity will be subtracted from the available stock. |
Numeric Value Input |
Mandatory |
| Qty. of available stock |
This is the quantity of available stock as of today. Please note that this quantity does not include the quantity in supplier location. |
Display Only |
Optional |
| Unit |
This is the unit of the item sold. |
Text Input |
Optional |
| Taxable |
This is to indicate whether this item should be taxable or non-taxable. For the foreign-currency transaction, all transaction will be treated as non-taxable regardless of this setting. |
Dropdown List |
Optional |
| Quote unit price |
This is the unit price used in the quote. If you wish to set the tax exclusive price, register the tax exclusive price and set [Taxable ] taxable. If you wish to set the tax inclusive price, register the tax inclusive price and set at the [Taxable ] field. |
Numeric Value Input |
Mandatory |
| Total amount |
Displays [Total amount] registered. |
Display Only |
Optional |
| Sales unit original cost |
This is the original cost calculated for product. This information will not be shown on the quote. This amount is automatically calculated by the following formula.
For internally manufactured items:
[Std. mfg. time (min.)] x [Labor charge (per min.)] both defined in the Item Master.For other items:
[Stock assessment unit price ([key currency])] defined in the Item Master. |
Numeric Value Input |
Optional |
| Sales original cost |
This is calculated by multiplying [Sales unit original cost] and [Quantity]. |
Display Only |
Optional |
| Gross unit profit |
This is calculated by [Quote unit price] - [Sales unit original cost]. |
Display Only |
Optional |
| Gross profit |
This is calculated by [Gross unit profit] x [Quantity]. |
Display Only |
Optional |
| Quote detail remarks |
Any text related to this quote entry detail can be registered here. |
Text Input |
Optional |
|
| New |
When new line is inserted, the arrow icon will be displayed to highlight the line. |
Display Only |
Optional |
| Detail |
By clicking this icon, detail of the entry can be displayed. |
Icon (link) |
Optional |
| Copy |
If this icon is clicked, the information entered in the clicked line will be copied into the new entry screen. |
Icon (link) |
Optional |
| Delete |
If this button is clicked after selecting the lines, the the lines selected will be deleted. |
Check Box |
Optional |
| Print |
Document can be generated in a PDF format by clicking the document link after enabling the box for each entry. |
Check Box |
Optional |
| Sales order |
It is possible to transcript a registered [Order unit] to a sales order. Please enable the box here and click on the [Copy to sales order] link. |
Check Box |
Optional |
| Quote No. |
[Quote No.] is displayed if [Quote reference] is used for this entry. |
Display Only |
Optional |
| Rank |
It displays the [Rank] registered. |
Display Only |
Optional |
|
|
Display Only |
Optional |
| Customer name |
Displays [Contact name]
of the [Customer]
set for this entry. |
Display Only |
Optional |
| Subject |
Displays [Subject] registered. |
Display Only |
Optional |
| Sales order No. |
Displays [Sales order No.] registered. |
Display Only |
Optional |
| Customer rep. name |
Displays [Customer rep. name] registered. |
Display Only |
Optional |
| Customer address 1 |
Registered [Customer address 2] is displayed here. |
Display Only |
Optional |
| Customer address 2 |
Registered [Customer address 1] is displayed here. |
Display Only |
Optional |
| Customer tel. |
Registered [Customer tel.] is displayed here. |
Display Only |
Optional |
| Customer fax. |
Registered [Customer fax.]is displayed here. |
Display Only |
Optional |
| Zip code |
Displays Contact Master: [Zip code]. |
Display Only |
Optional |
| Dept. code (Own company) |
Displays [Dept. code] of the [Customer rep. name] registered. |
Display Only |
Optional |
| Department name (Own company) |
Displays [Department name] of the [Customer rep. name] registered. |
Display Only |
Optional |
| Staff code (Own company) |
Displays [Staff code] of the [Staff (Own company)] registered. |
Display Only |
Optional |
| Staff name (Own company) |
Displays [Staff name] of the [Staff (Own company)] registered. |
Display Only |
Optional |
| Delivery location |
Displays [Delivery location] registered. |
Display Only |
Optional |
| Terms of payment |
Displays [Terms of payment] registered. |
Display Only |
Optional |
| Validity period |
Displays [Validity period] registered. |
Display Only |
Optional |
| Quote remarks |
Displays [Quote remarks] registered. |
Display Only |
Optional |
| Line |
Shows the line no. of the detail section. |
Display Only |
Optional |
| Item code |
Displays [Item code] of this entry. |
Display Only |
Optional |
| Item name |
Displays [Item name] of this entry. |
Display Only |
Optional |
| Quantity |
This is the quantity registered with this entry. |
Display Only |
Optional |
| Unit |
This is the unit of the item sold. |
Display Only |
Optional |
| Transaction currency |
Displays Contact Master: [Transaction currency]. |
Display Only |
Optional |
| Quote unit price |
Displays [Quote unit price] registered. |
Display Only |
Optional |
| Total amount |
Displays [Total amount] registered. |
Display Only |
Optional |
| Gross profit |
This is calculated by [Gross unit profit] x [Quantity]. |
Display Only |
Optional |
| Taxable |
This is to indicate whether this item should be taxable or non-taxable. For the foreign-currency transaction, all transaction will be treated as non-taxable regardless of this setting. |
Display Only |
Optional |
| Tax amount |
This is the tax amount. |
Display Only |
Optional |
| Quote unit price ([Foreign currency]) |
Displays [Quote unit price] in [Transaction currency] chosen for this customer in the Contact Master. |
Display Only |
Optional |
| Currency rate |
Displays [Currency rate] applied. |
Display Only |
Optional |
| Quote detail remarks |
It displays [] registered. |
Display Only |
Optional |
| File |
If any files are attached with this entry, displays yes. |
Display Only |
Optional |
| Sales original cost ([Foreign currency]) |
Displays [Sales original cost] in [Transaction currency] chosen for this customer in the Contact Master. |
Display Only |
Optional |
| Last update date |
Displays the date on which this entry was updated last time. |
Display Only |
Optional |
| Last updated by |
Displays the user by whom this entry was updated last time. |
Display Only |
Optional |
|
| View option preset |
Customized VIEW OPTION settings can be saved and reused. Click on the icon in the right to save the filter setting. |
Dropdown List |
Optional |
| Quote No. |
It is possible to filter records by the Displays [Quote No.] registered.. |
Text Input |
Optional |
| Date |
It is possible to filter records by the date registered. |
Date Input |
Optional |
| Total amount |
It is possible to filter records by the [Total amount sold]. |
Numeric Value Input |
Optional |
| Customer name |
It is possible to filter records by the [Contact name] of the [Customer] registered. |
Text Input |
Optional |
| Rank |
It is possible to filter records by the [Rank]. |
Dropdown List |
Optional |
| Show detail |
By setting this parameter to show, detail of the sales order can be listed in the list screen as well. Following two Options are available. hideshow |
Dropdown List |
Optional |
| Sales order No. |
It is possible to copy the contents of the quote by specifying the quote number shown in the list. This field is available only for new sales order. |
Text Input |
Optional |
| Customer rep. name |
It is possible to filter records by the [Customer rep. name] registered. |
Text Input |
Optional |
| Dept. code/name (Own company) |
It is possible to filter records by the [Department name] and [Dept. code] of the [Customer rep. name] registered. |
Text Input |
Optional |
| Staff code/name (own company) |
It is possible to filter records by the [Staff code] and [Staff name] of the [Staff (Own company)] registered. |
Text Input |
Optional |
| Item code/name |
It is possible to filter records by the [Item code] or the [Item name] registered for this entry. |
Text Input |
Optional |
| Quote remarks |
It is possibel to filter records by [Quote remarks] registered. |
Text Input |
Optional |
