---
# System prepended metadata

title: Quotation Screen

---

# Quotation Screen
A quotation is an estimated cost of the products/services you're selling to your future/present customer.
- Item Code/HSN code
- Date
- Product Name(select option)
- Customer Name (select option)
- Customer Details
- Textarea for comments.

## Table(in the same page)
- Item code
- Product name 
- Product Description
- Quantity(total number of products needed)
- Stock
- Average cost(per piece rate)
- total cost
- Tax
- Grand total
- Button to generate pdf
- to save, add,  delete/cancel, update button
- to sort, search, filter


## List of all Quotes screen
Here we can view all the quotes. We can add, edit, update, delete, save the quotes. And also to generate pdf.

# Proforma Invoice screen

proforma invoice is a confirmed purchase order where buyer and supplier agree on detail and cost of the product to be shipped to the buyer.

#### Proforma Invoice 
- Item code/Hsn Code
- Customer Name
- Shipping address
- Product Name 
- Product Description
- Quantity
- Total Amount
- Tax(sgst,cgst)
- grand total
- Company account details(bank account number)
- Comment section
- authorized signature
- Button to generate pdf 
- Search,sort, filter options
- Add,delete,save, edit options 

List of all proforma invoice

Here we can we can view the list of all invoices.There is an option to add, edit, delete save. And also to search, sort, filter - ** based on customer, status, date and amount. **

Proforma invoice should have a default pending status, until approved by the
management. 



- Default status is  pending 
- Once proforma invoice is approved, generate the PDF once it is approved by the management.

Management

Option to view the list of proforma invoices, along with search, filter and sort functionalities. 
Option to 
- approve/reject 
- pending proforma invoices.
- delete and also suggest
- modifications to the pending invoices.
- Comments












