Quotation is the document used to scoop the market of potential clients of an existing product/supplier.

Entering a new quotation invoice is linked to a task so by picking up a task from the active task list of the user, all the requested information will be brought over from the attached task. Next step will be to enter the "File Number" which will internally identify this specific transaction. B.I.S. allows you to enter a file number and checks for the uniqueness of it. If a root is found B.I.S. will generate a numbering sequence '/1.... /x' which will insure the uniqueness required. From that moment on the file number will be attached to the task name and by that identifying an existing quotation.

Quotation type field can be used in conjunction with a special client grouping in order to display sensitive information on the quotation (i.e. supplier information) - contact our support line for customization.

Sourcing information can be used to generate a future help line for other endeavours.

In order for B.I.S. to compute the quoted price minimum required information is requested:

1. Export packing
2. Export carton volume
3. Export carton weight
4. Minimum quantity
5. F.O.B.F. location as well as C.I.F. locations by AIR and SEA
6. Commission percentage or amount
7. and last but not least Price and Currency

Volume weight will be calculated based on the following formula:

        Volume weight = integer ( Export Carton Volume*1000/6+1 )
All further calculations will be executed with the greater between the Volume Weight or the Export Carton Weight 

        Quantity per a 20' container  = integer ( 29/Export Carton Volume)*Number of items per carton

The minimum quantity can be used either as a flag for minimum required quantity to attend a certain price or as a required quantity from the supplier side.

C.F.S. charges will be calculated based on C.F.S charges entered in the Control Section and distributed specifically based on weight or volume and the number of units shipped.

TIP: If the quoted price from the supplier includes C.F.S charges please overwrite the C.F.S. charges field with zero.

TIP: If a certain price has to reached please enter the price in the F.O.B.B. text box and the commission will be automatically recalculated.

Direct cost and transportation charges will be calculated based on charges entered in the Control Section and distributed specifically based on the number of units shipped. Calculation will be done based on destination/origin of goods and a warning message will be displayed if those fields are not entered.

TIP: If shipments are usually made to the same destination enter those destinations in the "default values" section.

To provide your clients with a quotation in a different currency that of the supplier quoted price, choose a different currency on the second and third line of the price calculation section.

For products with instruction sets, definition in 5 different languages can be chosen based on the export partner requirements. This information will be automatically relayed to the supplier upon confirmation of an order.