View Business & Quotations

Updated: 2026-10-13

1. Operation Scenarios

Business & Quotations displays the services and formal quotations associated with your account. Use it to check warehouses, business types, effective dates and charge-item prices, or download a quotation for your records.

• Review current prices or a quotation with a future effective date.
• Check quotations associated with a specific service.
• Check whether a service is disabled and which quotation it currently uses.

For incurred charges, see Business Journal. For billing-period totals, see Accounts Receivable. A quotation describes charging rules rather than charges already incurred.

Some new menu, status and tab labels may still appear in Chinese when English is selected. The guide uses their English meanings; the screenshots retain the actual labels.

2. Operation Guide

Prerequisites

1. Your account can open GWMS-Billing & Fees-Business & Quotations.
2. The warehouse has configured services or formal quotations for your account.
3. Tabs depend on viewing permissions. There is no draft tab.

2.1 Search quotations

1. Expand Billing & Fees and open Business & Quotations.
2. Select Quotation.
3. Enter a quotation name (Short Name), service type (Service Types), warehouse, quotation status or effective-date range and click Search.
4. Click Reset to clear the conditions.
5. Review the name, status, effective date, business types and warehouse codes.

Legend: 1. Business & Quotations menu entry; 2. Quotation name opens charge details.

You may specify only one end of the date range: a start date includes that date and later dates; an end date includes that date and earlier dates. The list shows records for your account only and excludes drafts.

2.2 Review prices and export

1. Click a quotation name to open read-only details.
2. Review charge items by business type and check warehouses, effective date and prices.
3. Use Simplified Mode for basic prices, units and remarks. Switch to Full Mode for published prices, discounts, net amounts and surcharges.
4. Close the details and select Export Excel on that quotation row to download it.

Viewing and exporting do not change the quotation. To change prices, add a quotation or disable/enable a service, contact the warehouse.

Legend: 1. Effective date and applicable warehouse; 2. Price display mode and charge-item column headings.

Legend: 1. Effective date and applicable warehouse; 2. Price display mode and charge-item column headings.

2.3 Review services and associated quotations

1. Select Business.
2. Search by business name, business type, warehouse, business status or effective date.
3. Check the name, type, warehouse code, status, description, Active Quotation and effective date.
4. Click a business name to open its associated quotations. Open the details or export a quotation from the list.
5. Click the active quotation name to open it directly. If the value is “—”, ask the warehouse to check whether a usable quotation has been configured.

Legend: 1. Business & Quotations menu entry; 2. Business name opens associated quotations.

Result: you can separately identify whether a service can be selected for new documents and which quotation supplies its prices. This tab has no editing, disable/enable or service-list export actions.

Legend: 1. Current business and warehouse; 2. Associated quotation, effective date, and view/export actions.

2.4 Configure filters and columns

1. Open Filter Settings on the current tab, select the conditions you need and confirm.
2. Open Header Column Settings to adjust the visible columns.
3. Configure the other tab separately when needed.

Settings are saved independently for the two tabs. Check these settings if a filter or column is missing.

3. Additional Notes

3.1 Understand quotation status

Status	Meaning
Pending	Formal quotation whose date has not arrived; a historical quotation without a date may also appear here
Active	At least one associated service currently uses it for billing
Expired	The date has passed but no service currently uses it; historical pricing remains viewable
Approved / Declined / Archived	Confirmation or retention states; also check the quotation used by the service

If a new quotation replaces only part of the service scope, the old one may remain Active. Check the business, warehouse and date rather than selecting a quotation based only on how recent its name looks.

3.2 Service status and fees

Disabled services are excluded from new-document selections. Existing documents, stock and charges are not canceled by disabling a service. Check service and quotation status separately; disabling does not stop storage charges.

The previous quotation-list entry is now Business & Quotations-Quotation. Business Journal remains the place to check incurred charges.

4. FAQ

Q1: Why can't I see a quotation the warehouse is preparing?

A1: Drafts are excluded. Clear the filters and search again. If it is still absent, ask the warehouse to confirm activation and whether the quotation belongs to your account.

Q2: Why are two quotations Active?

A2: Different services or warehouses may use different quotations. Open Business, check each Active Quotation, then review the charge items.

Q3: Does Export Excel download the whole list?

A3: No. The action on a quotation row downloads that quotation only.

Q4: Where can I see actual charges?

A4: Open GWMS-Billing & Fees-Business Journal for individual charges, Accounts Receivable for billing-period totals, and Account Transaction for balance changes.