Manage Predefined Quotation Sheets

A predefined quotation sheet is a template quotation record generated after saving a Predefined Quotation. On this page, a warehouse can view template details, export Excel files, reopen the maintenance page, delete unused templates, or apply one template to customer businesses.

The quotation detail opens in Simplified Mode by default and shows base prices. Switch to Full Mode when you need to review discounts, net amounts, surcharges, or actual charges.

1. Use Cases

• View existing predefined quotation sheets.
• Export a predefined quotation sheet for internal review or filing.
• Reopen a saved sheet and continue editing the template.
• Delete an unused predefined quotation sheet.
• Apply a predefined quotation sheet to customer businesses.

2. Steps

2.1 Open the Predefined Quotation Sheet Page

Menu path: GWMS - Quote & Business - Predefined Quotation Sheet

1. In the left menu, click Quote & Business.
2. Click Predefined Quotation Sheet.
3. Filter the list by quotation name, full description, or effective date.

Page notes:

• ① Current menu location.
• ② Filter area. You can search by quotation name, full description, and effective date.
• ③ List columns, including unique ID, quotation name, business type, full description, and effective date.
• ④ Operation column. You can view, export, edit, delete, or open more actions.

2.2 View Quotation Sheet Details

1. Find the target predefined quotation sheet.
2. Click the View icon in the operation column.
3. The system opens the quotation sheet detail in a read-only dialog.

Detail notes:

• ① Quotation sheet detail dialog.
• ② Business tabs covered by the template.
• ③ Mode switch. The default display is Simplified Mode.
• ④ Simplified Mode price table, including range, base price, unit, and remark.

2.3 Switch to Full Mode in the Detail View

In the detail dialog, click the mode switch to change from Simplified Mode to Full Mode. Full Mode is used to review Basic Public, Discount, Net, Surcharge Public, surcharge discount, surcharge net amount, and Actual Charge.

Full Mode only changes the display in the detail dialog. It does not modify the predefined quotation sheet.

2.4 Export a Predefined Quotation Sheet

1. Find the target predefined quotation sheet.
2. Click the Export Excel icon in the operation column.
3. The system exports the current quotation sheet file.

Exporting does not change the predefined quotation sheet.

2.5 Edit a Predefined Quotation Sheet

1. Find the predefined quotation sheet that needs adjustment.
2. Click the Edit icon in the operation column.
3. The system opens the Predefined Quotation page with the current sheet loaded.
4. On the Predefined Quotation page, adjust the quotation name, description, business tabs, charge items, mode, and prices.
5. Save the changes by following the save process on the Predefined Quotation page.

The list page does not directly edit the charge tree. Charge items and prices are maintained on the Predefined Quotation page.

2.6 Delete a Predefined Quotation Sheet

1. Find the predefined quotation sheet that is no longer needed.
2. Click the Delete icon in the operation column.
3. The system shows a delete confirmation explaining that quotations already applied to specific businesses remain valid after deleting the predefined quotation sheet.
4. Click Confirm to delete the template record.

Deleting a predefined quotation sheet only removes the template record. Formal quotations already applied to customer businesses remain valid.

2.7 Apply to Customer

1. Find the predefined quotation sheet to apply in bulk.
2. Click More in the operation column.
3. Select Apply to Customer.
4. In the dialog, select customer level, customer labels, filter customer labels, and effective date.
5. Select the customers to apply the template to. You can also use select all or invert selection.
6. Click Confirm.

After a successful application, the system shows a success message. If no customer is selected, the system asks you to select customers first.

3. Notes

3.1 Predefined Quotation vs. Predefined Quotation Sheet

• Predefined Quotation: maintains the template charge tree, business scope, mode, prices, and node descriptions.
• Predefined Quotation Sheet: manages saved template records and provides view, export, edit, delete, and apply-to-customer actions.

3.2 Detail Mode Notes

• The detail dialog opens in Simplified Mode by default so base prices can be reviewed quickly.
• Full Mode is used to review discounts, net amounts, surcharges, and actual charges.
• The detail dialog is read-only. Switching modes does not save or rewrite the quotation.

3.3 Before Applying to Customers

• Confirm that the predefined quotation sheet covers the business types required by the target customers.
• Confirm that the effective date is correct.
• Confirm that customer level, customer labels, and filter customer labels target the right customers.
• Confirm that the customer list has selected customers.

4. FAQ

Q1: What is the difference between Predefined Quotation and Predefined Quotation Sheet?

A1: Predefined Quotation is the page for maintaining template content. Predefined Quotation Sheet is the list page for managing saved template records. Use Predefined Quotation to change charge items and prices. Use Predefined Quotation Sheet to view, export, delete, or apply templates.

Q2: Why does the detail view only show base prices by default?

A2: The detail view opens in Simplified Mode by default. It shows range, base price, unit, and remark. Switch to Full Mode to view discounts, net amounts, surcharges, and actual charges.

Q3: Why does Edit open the Predefined Quotation page?

A3: The list page only manages quotation sheet records. Charge items, mode, and prices are maintained on the Predefined Quotation page.

Q4: Does deleting a predefined quotation sheet affect quotations already applied to customers?

A4: No. Deleting only removes the template record. Formal quotations already applied to specific businesses remain valid.

Q5: What should I do if the system says no customer is selected?

A5: Select at least one customer in the customer list of the Apply to Customer dialog, then click Confirm again.

Q6: Why was no customer business generated after applying the template?

A6: Check whether the template covers the required business type, and confirm the customer filter conditions and effective date.