Sales Quotations are created to provide a prospect with an estimate of his purchase. RetailEasy on-cloud has the feature by which, a Sales Quotation created in one Branch can be shipped from the other Branch. This can be useful when a Sales Quotation has been created in one Branch but the goods are available for shipping only in another branch. This can also be useful in the cases where the Branch from where the goods are shipped accounts for lower freight charges. This feature can be enabled only when there is more than one branch of your store in RetailEasy on-cloud.

Note:

• To Ship From a different Branch, enable the "Show Ship From Branch in Sales Order and Quotation" feature

• Create the Sales Quotation from the Ordering Branch and create a Delivery Note from the Ship From Branch to create a Sales Bill

How to enable "Show Ship From Branch in Sales Order and Quotation"?

Step 1: In the main tab of RetailEasy on-cloud, click on Tools > Configuration

Step 2: From the dropdown of the Configuration section, select Business Configuration

Step 3: In the Business Configuration section, click on Process Outward and scroll through, to find, "Show Ship From Branch in Sales Order and Quotation" or search for "Show Ship From Branch in Sales Order and Quotation" in the Search box

Step 4: Enable the "Show Ship From Branch in Sales Order and Quotation" by ticking the checkbox. Click on Save

How to create a Sales Quotation from one branch and Ship From a different Branch?

Step 1: In the main tab of RetailEasy on-cloud, click on Sales > Sales Quotation

Step 2: On the Sales Quotation screen, press Enter on the Customer field and choose from the List pop-up, the Customer details will be auto updated to the respective fields

Note: You can Quick add customers from the Sales Quotation screen using the Keyboard shortcut Shift + F4

Step 3: Select the Invoice Type from the drop-down.  Enter the Coupon Balance.

Step 4: Fill in the fields on the Shipping details panel

• Ship Name: Press Enter on the Ship Name field and choose from the List pop-up

• Delivery Type, Sales Type, C Form: Choose from the respective drop-downs.

• SO Stock Status: Assign the Status as Stock Reserved or Stock Not Reserved, from the drop-down. Marking the SO Stock Status informs the prospect if the Stock has/hasn't been reserved for their purchase.

Step 5: Press Enter on the Code field to choose the Items from the Item list pop-up. Add all the Items to the list, similarly.

Note:

• To delete an Item, click on the Qty field of the Item and press Delete. Click OK on the Delete confirmation query to delete

• Fill in the Qty (quantity), Sell Price, MRP, Disc % (item level discount %) and GST %. The Disc Amount, GST Tax Amt and Net Amount will be auto-filled from corresponding data

Step 6: On the right panel, enter the bill level discount % in the Disc % field and the corresponding Disc Amount will be auto-loaded. The bill amount can be rounded off with the positive or negative value entered in Round off Amount.

Note: Before entering the Round off Amount, the Total was Rs. 243.00 and after entering the Round-off amount as -3, the Total gets rounded-off to Rs. 240.00

• Step 7: Click on Save to save the quotation.​​​​
  

• Save to save the quotation and proceed to printing or for later usage

• Clear to clear the screen or to use the View option

• View to view the previous Quotations (you can select Quotations from the Sales Quotation list pop-up)

• Shift + Shipping to edit the Shipping details of a customer

• Shift + New Customer to Quick add a new customer

RetailEasy on-cloud has the provision to directly load the Sales Quotation with a different Ship From Branch to the Sales Order, Sales Bill and Delivery Note screens, increasing you efficiency.