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General details
To learn about the general details of a quotation, see the following table:
| Field | Description |
|---|---|
| Customer | A customer that a quotation is created for. The customer list is based on the Counterparties catalog. |
| Contract | A customer's contract. When you specify a contract, its billing details apply to a quotation. This prefills the quotation's Prices and currency settings (such as prices, discounts, and currency) and payment terms. This field is available if Contract management method is set to Manual in the customer's card. |
| Status | A quotation processing status. It is available if the Kanban board is set up. For details, see Setting up quotations |
| Valid until | A quotation's validity end date. It indicates how much time a customer has to accept or decline the quotation. |
| Number | The quotation ID. It is automatically generated when you post the quotation. You can edit it. You can find quotations by ID in the Quotations list. |
| Date | Date of the quotation's register records. By default, it is the date of the document's creation. |
| Company | The company that issues a quotation. The company list is based on the Companies catalog. This field is available if the Manage multiple companies checkbox is selected in Settings > Company. |
| VAT ID | The VAT identification number of the specified company. This field is available if both of the following conditions are met:
|
| Prices and currency | A link to the settings that determine the price type, promotional code, discount, currency, and VAT tax category that apply to a quotation. These settings are applied to fill in prices, predefined discounts, tax, and amounts for the goods and services included in the quotation. By default, the settings are populated from the billing details of the specified customer. You can edit them. |
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An icon for applying a discount card to a quotation. Click the icon, specify the discount card details, and click Finish. This applies discounts for products in the quotation. The icon is available if the Discount cards checkbox is selected in Settings > Sales. |
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A icon for specifying a promotional code for a quotation. Click the icon, then, in the displayed dialog, specify a promotional code name and click OK. 1C:Drive searches for an active promotional code by the specified name. If the promotional code is found, it is populated to the Prices and currency settings. You will also see its name in the link to these settings. Then, to apply the promotional code, click the Apply discounts button on the Products tab. This applies the discount the promotional code is associated with. For details on how to use promotional codes, see Using promotional codes. The icon is available if the Use promotional codes checkbox is selected in Settings > Sales. |
| Terms and conditions | The terms and conditions of a quotation. |
| Comment | A comment about a quotation. |