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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 Quotations_settings |
| 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. |
 |
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. |
Totals
At the bottom of the document, the following amounts are displayed:
| Field | Description |
|---|---|
| Subtotal | Total cost of the product items included in a quotation. It is calculated as Quantity × Price for each product line (excluding freight services), and then added up.
Subtotal amount never includes taxes, even if product Prices are tax-inclusive (the Tax-inclusive prices checkbox is selected in the document's Prices and currency settings).
|
| Freight | Total amount of all invoiced freight services. It is calculated as Quantity × Price for each such service, and then added up.
Freight amount never includes taxes, even if product Prices are tax-inclusive (the Tax-inclusive prices checkbox is selected in the document's Prices and currency settings).
|
| Discount | Sum of all discounts that are applied to the product items in a quotation manually or automatically. It is calculated as Quantity × Price × (Discount % + Automatic discount %) for each product line, and then added up. |
| Tax | Total VAT amount to be paid for product items in a quotation. It is calculated as Quantity × Price × Tax for each product line, and then added up. This field is only available if Tax category is set to Domestic rates VAT in the sales invoice's Prices and currency settings. |
| Total | Total amount to be paid for the product units in a quotation. It is calculated as Subtotal + Freight - Discount + Tax. |