Create Quotation¶

Access¶

QUOT-01 – Access Quotation List
Scenario: Access via menu

• User logs in
• Navigates to Quotation
• System loads the quotation list screen

QUOT-02 – Start New Quotation
Scenario: Open create form

• From the list screen, user clicks New Quotation
• System opens Create Quotation form with empty fields

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Create¶

QUOT-03 – Client Selection & Lookup
Scenario: Search client

• User searches/selects client
• Address/contact details auto‑fill

QUOT-04 – Validity Period Entry
Scenario: Dates capture

• User enters/update validity period

QUOT-05 – Add/Edit Charges
Scenario: Build pricing

• Add/edit/remove charges (freight/handling/etc.)
• Totals recalculate automatically

QUOT-06 – Multi‑Currency Quotation
Scenario: Currency handling

• User selects charge currency (MUR/USD/EUR, etc.)
• Charges reflect selected currency / conversions

QUOT-07 – Save Quotation
Scenario: Valid save

• All required fields completed
• Click Save → unique quotation reference generated

QUOT-08 – Send for Approval (Workflow)
Scenario: Approval cycle

• Submit for approval
• Approver Approves/Rejects → status updated accordingly

QUOT-09 – Approved (Workflow)

• Quotation Approved
• status updated accordingly

QUOT-10 – Approved (Workflow)

• Quotation Approved
• status updated accordingly

QUOT-11 – Proposed to Client(Workflow)

• Mail Notif sent to Client
• status updated accordingly

QUOT-12 – Client Confirmed(Workflow)

• Client Confirmed
• status updated accordingly

QUOT-12 – Client Confirmed(Workflow)

• Client Confirmed
• status updated accordingly

QUOT-13 – Client Cancelled(Workflow)

• Client Cancelled
• status updated accordingly

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Validation¶

QUOT-14 – Mandatory Field Validation
Scenario: Required fields check

• Leave a required field blank
• Save blocked; missing fields highlighted

QUOT-15 – Edit Quotation
Scenario: Update details

• Open an existing quotation
• Edit fields (rates/validity/etc)
• Click Update → changes saved

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Actions (on List / Detail)¶

QUOT-16 – Assign Salesperson (List Action)
Scenario: Assign on retrieve list

• From Quotation list, user selects a quotation
• Clicks Assign Salesperson action button
• Picks a salesperson → assignment saved and mail notif is sent to the salesperson

QUOT-17– Reassign Salesperson (Permissions)
Scenario: Change ownership

• Authorised user reassigns salesperson from the list action
• Change saved; audit entry added;notification sent

QUOT-18 – Clone/Copy Quotation
Scenario: Duplicate quotation

• From list or detail, user selects Clone
• New draft created with copied details

QUOT-19 – Download Quotation PDF
Scenario: Export document

• Click Download PDF
• Formatted PDF produced with client, salesperson (if assigned), validity, charges, terms

QUOT 20 – Email Quotation
Scenario: Send to client

• Click Email
• System sends PDF to client; status updates to Sent

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FILTER¶

QUOT-21 – Search & Filter (incl. Salesperson)
Scenario: Lookup quotations

• Filter by number, client, status, date range,etc...
• Matching results displayed

QUOT-22 — No results & empty state

"No record(s) found." when filters produce no matches.

QUOT-23 — Sorting interaction

Sorting works on the filtered set and preserves filters.

QUOT-24 – Activity Log Tracking
Scenario: Track actions

• Create/edit/send/approve/cancel/etc.. logged with user + timestamp

CREATE QUOTATION FROM RFQ¶

QUOT-25 –Create From RFQ
Scenario: Prefill from RFQ

• User chooses the RFQ from the Quotation List - status REQUESTED
• Searches/selects a valid RFQ
• System pre-fills client, shipment, services, and attachments
• User can edit, then Save → quotation status updated to "In Progress"