Additional Info

Use Additional Info to create additional column in the quotation form if the needed column is not available in the standard Xin quotation form. There are 2 types of Additional Info for quotation:

• Main Level : The additional column is added to the quotation main information level. Example, to add a "Department" column which the quotation belongs to, or to add a "RFQ ID" for the quotation.
• Item Level : The additional column is added to the item level for each item added to the quotation. Example, to add a "Manufaturer" of the item, or to add a "Machine Code" for each item.

To Add An Additional Info On Main Level

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Quotation.

2. You can add up to a maximum of 10 additional column for quotation main level.

3. Under Main Level, choose the option Enable main level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

4. Next, choose the option Enable main level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

5. Choose Save & Stay floating button.

6. On the left menu, choose Sales > Quotation. Choose New > Create New button. Scroll to the bottom of the quotation form. "RFQ ID" and "Department" column are now available in your quotation form.

7. To display these 2 additional columns in the quotation listing page, choose the purple gear button beside "Quick Filtering". Then on the popup Data Visibility, choose the options ("RFQ ID" and "Department"), then choose Save Changes.

8. The newly added columns ("RFQ ID" and "Department") are now showing on the quotation list.

9. To included the newly added columns ("RFQ ID" and "Department") in the template, on the left menu, choose Setting > Template. Click here to learn how to custom made a quotation template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > Quotation, include these 2 columns to the template:

• Header_Additional_Info_1
• Header_Additional_Info_2

Refer Template/Report Designer for more information about the functionalities in the designer.

To Add An Additional Info On Item Level

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Quotation.

2. You can add up to a maximum of 2 additional column for quotation item level.

3. Under Item Level, choose the option Enable item level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

4. Next, choose the option Enable item level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

5. Choose Save & Stay floating button.

6. On the left menu, choose Sales > Quotation. Choose New > Create New button. Scroll to the item list in the quotation form. "Part #" and "Country" column are now available in your quotation item list.

7. To included the newly added columns ("Part #" and "Country") in the template, on the left menu, choose Setting > Template. Click here to learn how to custom made a quotation template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > Quotation, include these 2 columns to the template:

• Detail_Additional_Info_1
• Detail_Additional_Info_2

Refer Template/Report Designer for more information about the functionalities in the designer.