Create and Manage Customer Quotations
Accessing the Quotation Dashboard
- Given I am logged into the CRM/sales application and navigate to the Quotation module,
- Then I should see a dashboard featuring a summary ribbon with real-time metrics for pipeline stages (e.g., Total Quotations, New, Sent to Customer, Follow Up, Open Deal, Negotiation).
- And I should see a searchable and filterable data grid listing all active and historical quotations.
- And the data grid must display standard columns, including Document Number, Client/Company Name, Contact Information, Next Action Date, Sales Stage (via a configurable dropdown), Approval Status, Total Value, Creation Date, and quick-action icons.
- And the action icons must allow the user to Edit the record, View/Export as PDF, and Duplicate the quotation.
Initiating a New Quotation Form
- Given I am viewing the Quotation dashboard,
- When I click the action button to create a new quotation,
- Then I am navigated to a blank quotation generation form.
- And the system should automatically populate standard internal header details (e.g., Internal Company Entity, Default Document Type).
- And I must be able to input or select the Transaction Date, Document Number Prefix/Sequence, Client Type, and the specific Client Name from the customer master database.
Managing Line Items and Dynamic Calculations
- Given I am drafting a new quotation,
- When I click the button to add a new line item,
- Then a new editable row is generated in the item details grid.
- And I must be able to select the specific product or service, define the unit of measurement, and input the required quantity.
- And I must have the option to apply item-level discounts by selecting the discount type (e.g., percentage or flat amount) and entering the value.
- And the system must instantly calculate and update the row-level totals, including Item Count, Base Price, Taxable Amount, Tax Percentages, and Gross Amount.
- And I must be able to remove any line item using a delete action.
Finalizing Document Totals and Supporting Data
- Given all line items have been configured,
- Then the application must dynamically calculate and display the document's grand totals at the bottom of the form, explicitly showing the Total Taxable Amount, Subtotal, Rounding adjustments, and Final Total Amount.
- And I must be able to upload relevant supporting files (e.g., site images or client acknowledgement forms) using a file attachment feature.
- And I must be able to input specific terms, conditions, or internal comments into an "Additional Notes" text area before saving and generating the final document.