Topics containing #quotation

We want to lock prices in purchase order system with current prices. Any new hike requires approval from me.

We want to disable manual escalation of Quotations and Proforma Invoices. Right now users with low level approval rights have the option to escalate the Quotations and Proforma Invoices if they do not fall under their approval limits. Escalate button also shows to these users if they can approve themselves but do not want to take the call and instead escalate it to higher level. Many people are simply escalating everything. We want to take out the button totally and let the system handle this automatically. What system is automatically doing is perfect. We just want to prevent users from doing it. 

I can see a number of parameters based on which invoice numbers are generated. In those there is also an option of including month in invoice prefix and quotation prefix, etc. Is there any value or reason why anybody would need month included in Invoice prefix? I want to know just to be sure we are not missing out on anything valuable. 

One thing I have noticed so far is that Tuhund is vast. It has so many features and so many options that it is impossible to know about all or even remember all. Every time when I think now we are using it fully, I discover more features that are very useful.

I recall seeing option of adding services that are automatically added along with products. If I correctly remember this option was in the product category screen where we can select these services. Now I am not able to find this option.

I want to know if Tuhund ERP automatically saves internal chat conversations between employees and where can we see these conversations in future. Is there a search option to search for conversation regarding certain topic? Just like all email conversations and SMS regarding inquiry are attached to the same inquiry, can chat conversations also be attached? This will be a very good function in ERP if it is possible.

If we have RFQ in USD, can we change it to Euro while recording vendor quotation? 

We want sales staff of zones to be able to view and work on inquiries, quotations, proforma invoices, sales orders and commercial invoices of each other within same marketing zones but not of their zone managers. Zone manages should be able to view all records of all employees within marketing zone but neither manages nor other staff of one zone should be able to view any data of other zones. Can we do this in our CRM module?

We have some quotations already approved but there is no elevate button. How do we process these quotations further?

While, before or after approving a quotation, proforma invoice and tax invoice, it would be very helpful if the user, particularly approver, can see ledger balance of the customer right in the record. Can this be done?

If there is no option for this, can this be done as customization for us?

I have selected the option of disallowing editing of GST Rate on sales records from admin module but GST rate is still editable in quotations, proforma invoices and tax invoices. I even tried to logout and login again but that does not help.

We have arranged customers in different groups and set credit time limit in terms of days for each group. We have also set credit limit on amount for each customer. We have set locking of invoice on exceeding any of the two limits. Sometimes when customer fails to make payment but specially requests to allow some invoices, we have to go and change his group. This is not a problem as it is quite easy. Our problem arises because often, after raising that exceptional invoice, we forget to move the customer to original group. With the result we leave the customer with the changed credit terms. Is there a way that system will automatically move the customer back to the original group after invoice has been created?

We want to add some services in POS. For example cable TV subscription. As of now we can raise invoice for cable TV subscription only from browser and mobile app, not from POS. If we could make these invoices through POS, that would be very helpful.

We want to get all sales records, i.e Quotations, Proforma Invoices, Tax Invoices and Indent Orders for a particular machine given to one group of companies from all our branches from 2010. How can we get this report easily.

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Questions and queries about Accounting a Finance module. Working with cost centers. General Ledger, Accounts receivable, Accounts payable, financial statements, expense claims management, commission payables and receivable claims, Forex, Currency, Assets, Depreciation, Taxes and TDS, etc.
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