The Create Supplier Quotation module allows suppliers to formally respond to a Request for Quotation (RFQ) by submitting pricing, terms, and delivery details through the Supplier Portal.

It provides a structured interface to enter item rates, discounts, taxes, addresses, and terms — all in one place.

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Accessing Create Supplier Quotation

The Create Supplier Quotation page is accessed directly from the RFQ Details modal.

How to Navigate

Open any RFQ from the Request for Quotation list
Click Supplier Quotation
The quotation form opens with pre-filled item details

Quotation Header

Displays key quotation-level information:

RFQ No → Reference number (read-only)
Transaction Date → RFQ creation date (read-only)
Company → Buyer company name (read-only)
Valid Till → Expiry date of the quotation

By default, the validity is set to one month from the transaction date and can be modified.

Quotation Currency

Suppliers can submit quotations in different currencies:

Quotation Currency → Select currency (e.g., INR, USD, AED)
Exchange Rate → Auto-populated based on selected currency

The exchange rate can be manually adjusted if required. A conversion note is displayed (e.g., 1 AED = 25.4000 INR).

Tabs

The quotation form is organized into three tabs:

Details
Address
Terms

Details Tab

The default tab where item pricing, discounts, taxes, and totals are managed.

Item Table

Each item is pre-filled from the RFQ and includes:

# → Serial number
Item → Item name (read-only)
UOM → Editable unit of measurement
QTY → Editable quantity
Stock UOM → Read-only
Rate → Unit price
Discount → Discount per unit
Disc % → Discount percentage
Amount → Auto-calculated value

Items can be removed using the delete option.

Expanded Item Information

Clicking an item reveals additional details:

Item Code
Item Name
Description (editable with rich text and images)
Stock UOM
RFQ Required Quantity
Item Tax Template
Warehouse
Conversion Factor
Stock Quantity

Additional Discount

Allows applying discounts on the entire quotation:

Discount Percentage
Discount Amount

Can be applied on:

Grand Total
Net Total

Purchase Taxes and Charges Template

Displays tax breakdown:

Template (e.g., GST 18%)
Description (CGST, SGST, etc.)
Account Head
Rate %
Tax Amount
Total

Summary Totals

Displayed at the bottom:

Subtotal → Before tax and discounts
Estimated Tax → Total tax value
Grand Total → Final payable amount

Address Tab

Allows selection of address details:

Supplier Address
Billing Address
Shipping Address

All addresses are selected from pre-configured records.

Terms Tab

Defines payment and contractual terms:

Payment Terms
Payment Terms Template
Terms and Conditions (HTML supported)
Notes / Instructions

Action Button

Located at the top-right:

Submit Quotation

How to Submit

Enter item rates and discounts
Verify currency and exchange rate
Set validity date
Click Submit Quotation

The quotation is submitted to the buyer for approval.