Sales Quotation (Internal)

Record a priced offer to a customer before anything is committed. Finalising a quotation assigns its document number and locks the header’s branch, date, currency and credit fields, but it moves no stock, posts no journal and creates no receivable; the order, invoice or jobsheet raised from it does that. One tab to treat with care: Convert turns the quotation’s deposit lines into a Receipt Voucher and deletes the quotation.

Overview

The Sales Quotation (Internal) applet records a priced offer to a customer before any commitment exists. It is opened by sales staff who prepare quotes and by administrators who configure the quote screens. A quotation is a zero-signum document: finalising it assigns document numbers and locks the header’s branch, date, currency and credit fields, but it moves no stock and posts no journal. Upstream it can be built by knocking off a Jobsheet or an earlier quotation; downstream it is the source that a Sales Order, Invoice or Jobsheet knocks off, and its Collection (deposit) lines can be converted into a Receipt Voucher from inside the applet.

Where it fits

Screens and menus

The create / edit form

Pressing + creates a working document with status TEMP (the panel title reads Create); the first successful Save turns it ACTIVE (Edit). The create form has the tabs Main Details, Account, Line Items, Delivery Details, Collection, Department Hdr and KO For. The edit form (opened from the listing) shows Main, Account, Line Items, Delivery Details, Settlement, Department Hdr, Contra, Doc Link, Attachments, Export and Convert. Tab order is configurable (Settings → Default Selection → Details Tab Ordering); most tabs can be hidden with the HIDE_*_TAB settings under Configuration.

Line-item dialog tabs: Main Details, Grouped Item, Child Items, Multi Discount, Serial Number, Batch Number, Bin Number, Delivery Instructions, Department, Doc Link, Delivery Details, Sales History (the sales-history grid includes a company-name column). The header sales agent can be pushed to every line with the Apply to Lines button on Main Details.

Settings menu

Configuration

Before you can use it

Applet settings

Where the settings live. Four settings surfaces: the applet’s own Default Selection (with a personal copy under Personalization), the shared Application Settings screen used across applets (showing the sections that apply to this applet), the applet’s own Branch Settings form and Workflow Settings. Every key in the tables below is read by the applet, and nearly all are also declared in its model and rendered and persisted by the shared screen for this applet code. Six listing keys — DISABLE_GEN_DOC_LISTING, DEFAULT_POSTING_STATUS, DEFAULT_STATUS, SORT_ORDER, FUZZY_SEARCH_COLUMNS and DISABLE_ITEM_LISTING — and ENABLE_DRAFT_LOCK_SERIAL_NUMBER_CHECKING are read without being declared, and whether the shared screen shows their controls for this applet code was not re-confirmed; if a toggle you expect is missing there, the API or the settings record sets it. Keys that are declared but read by nothing are listed separately at the end of this section.

Who can change them: any user who can open Settings (there is no finer per-setting authority). Personalization → Default Selection lets an individual override branch, location and company for themselves only (DEFAULT_BRANCH, DEFAULT_LOCATION, DEFAULT_COMPANY, DEFAULT_TOGGLE_COLUMN).

Default Selection (applet-local)

There is no Transaction Date Logic control in this applet’s Default Selection (unlike the invoice); the backend keeps the date typed on the form.

Application Settings (shared Field Configuration screen)

A toggle that has never been saved is off, with one exception: the detailed pricing columns and the department fields, which the screen initialises to hidden for this applet. The applet itself treats an unsaved (null) key as shown; those columns become hidden the first time an administrator saves this screen without switching the toggles off.

Behaviour and listing-default toggles

Hide / show and expand toggles — cosmetic. Every key is off (shown / collapsed) by default unless the row says otherwise.

Branch Settings (applet-local)

One record per branch: branch code, name and company; Header and Footer text for printouts; a default printable format; a default settlement method for each payment type (cash, cheque, credit card, debit card, bank transfer, e-wallet, voucher, membership-point currency, others); a branch pricing scheme and sales agent; five-cent rounding with a rounding item and a group-discount item; an item-category filter for the item search; and the sidebar menu list for that branch. All controls start empty.

Rendered on the screen but not read by this applet

These controls appear on Application Settings for this applet and are saved, but nothing in the applet reads them: the location, billing-contact and shipping-contact hides, the last-purchase-price, total-discount-amount and line GL-code hides, the Department line sub-tab hide, the Trace Document and Main Payment tab hides, Disable line item queue listing (honoured by the Purchase Requisition’s queue listing), and the vertical-UI expand toggles for the AR/AP, Posting, Trace Document and Delivery Trips panels (the quotation has none of those tabs). The AR/AP tab hide other document applets get is not shown for this applet at all. Switching any of them has no effect here; the total-discount and department hides are honoured by the Sales Invoice and Sales Order, which is where the expectation comes from.

Read at runtime without a control in this applet

DEFAULT_AR_AP and DEFAULT_CURRENCY are read when a customer is created from the quotation’s customer picker: the new customer’s receivable type is whatever DEFAULT_AR_AP says — AR_TRADE when it is unset — and its currency is DEFAULT_CURRENCY. Nothing on this applet’s screens sets DEFAULT_AR_AP, so a tenant whose quotations should raise non-trade customers sets it through the API; a wrong value here lands every such customer in the wrong receivable account from the first invoice. The advanced search also reads SHOW_GL_DIMENSION, SHOW_SEGMENT, SHOW_PROFIT_CENTER and SHOW_PROJECT to show the analysis fields.

The listing column map reads HIDE_QUOTATION, HIDE_ORDER, HIDE_DELIVERY_ORDER, HIDE_INVOICE, HIDE_OTHERS (the reference columns), HIDE_LISTING_BRANCH, SHOW_DESCRIPTION, SHOW_REMARKS_MAIN_LISTING, SHOW_REFERENCE_MAIN_LISTING and SHOW_SALES_AGENT as settings, and Main Details reads HIDE_CREDIT_TERMS / HIDE_CREDIT_LIMIT; the shared screen renders those controls only for other applet codes (the credit-terms toggles are gated to jobsheet / return / purchase applets and the sales order; the reference-column toggles to purchase applets). They can only be set through the paired client-side permission of the same name, or by an API write to the applet settings.

Fifty-one further keys are declared but have no control anywhere (ENABLE_CUSTOM_STATUS_*, LIST_/NAME_CUSTOM_STATUS_HDR_*, department ENABLE_* / INCLUDE_* / MANDATORY_*, the SST and WHT enable flags, the last-purchase-price enable, the filter-by-today’s-transactions switch, DEFAULT_ORIENTATION, PRINTABLE). They are not documented as settings.

Document behaviour settings

Feature visibility / permissions

API permissions (server-side, target = branch / company / customer): TNT_API_DOC_INTERNAL_SALES_QUOTATION_CREATE_TGT_GUID, …_READ_TGT_GUID, …_UPDATE_TGT_GUID, …_DELETE_TGT_GUID.

Client-side permissions are assigned to a role — not to a user or a team — on the Client-Side Permission Listing (settings/client-side-permission-listing; the Settings menu has no link to it). Only two definitions are seeded for this applet: HIDE_PRICE and SHOW_TRANSACTION_DATE. The applet’s code checks many more; those must exist in the tenant’s permission definitions before they can be granted.

Settings → Feature Visibility is a placeholder that stores nothing (see the Settings menu table); it is not a way to restrict this applet.

Fields

Main Details

Account

Lines

Collection (create) / Settlement (edit) — one line per deposit: settlement method, date, amount and, per method type, cheque number, transaction number, voucher number, card details (card no, name, issuer, expiry month/year, CVV, cash-back), points and point currency. These lines are what the Convert action turns into a receipt voucher; on the quotation itself they post nothing.

Delivery Details, Department Hdr, Contra, Doc Link, Attachments, Export: optional header-level tabs; Export builds the line rows for the File Export CSV.

Lifecycle and effects

Backend checks at FINAL — the backend runs the same FINAL validation for every document type; for a quotation the effective checks are:

Not applied to quotations: the customer blacklist check (it covers cash bill, invoice, order and outbound DO only) and the stock-balance check (lines with quantity signum 0 are skipped unless the caller specifically asks for them to be checked, which only the back-office conversion path does).

What FINAL does once validation passes: generates tenant, company and branch running numbers; starts the primary posting run (which fans out to whatever the company’s posting configuration enables); queues the message-template (email) processor. No document-type webhook fires at FINAL for this type.

Posting proof block

Related applets

• Sales Inquiry (Internal) — the enquiry stage before a priced quotation.
• Sales Order (Internal) — knocks off a FINAL quotation to create the commitment; the order’s KO For tab lists Sales Quotation.
• Sales Invoice (Internal) — can knock off the quotation directly when no order is needed.
• Jobsheet (Internal) and Car Workshop — a jobsheet can be the source of a quotation (KO For → Job Sheet) and a quotation can be the source of a jobsheet.
• Receipt Voucher (Internal) — the Convert tab turns the quotation’s deposit lines into a receipt voucher.
• Purchase Quotation (Internal) — the buying-side equivalent.
• Customer, Organisation, Pricebook, Tax Configuration, Inventory Item Maintenance, Stock Balance, Cashbook, Workflow Design — master data read at entry time.

Troubleshooting

Related documentation

• Installation Scheduling Workflow
• CRM & Digital module, POS module, Financial Accounting module
• Sales Workflow applets