Predefined Quotations

Predefined quotations are reusable warehouse quotation templates. Open Quotation Management → Predefined Quotation, then click Add to create a template or Edit in a saved record's Actions column to edit it. Both actions open the same form. Saving creates a new template or updates the selected template on the list.

1. Use Cases

• Create a template from the latest GWMS industry service guide, or copy a saved template and adjust its business scope and prices.
• Edit a saved template's name, description, charge items, prices, and node descriptions.
• Use Supplement Source to restore charge items missed when the template was created.
• View, export, delete, or apply saved templates to customer businesses.

2. Steps

Prerequisites

• Your account needs access to the predefined quotation list. Add and Edit each require the corresponding permission.
• Before creating a template from the service guide, confirm that the guide includes the required service types and charge items.

2.1 Open the Predefined Quotation List

Menu path: GWMS - Quotation Management - Predefined Quotation

1. In the left menu, click Quotation Management.
2. Click Predefined Quotation to open the list.
3. Filter the list by Short Name, Description, or Effective date.

Page notes (the numbers identify separate areas, not a sequence of actions):

• ① The predefined quotation list menu entry.
• ② Filters: Short Name, Description, and Effective date.
• ③ Add creates a template.
• ④ List headers: ID, Short Name, Service Types, Description, Effective date, and Actions.

2.2 Create a Predefined Quotation

1. Click Add in the list toolbar to open the template form.
2. Enter Short Name and Description under Basic Configuration.
3. Select a base tree source, choose service types and charge items, and maintain prices. See Configure the Quotation Form below.
4. Click Save at the bottom, review the businesses included in the confirmation, and click Confirm.
5. After saving, return to the list to find the new template.

Using a saved template as the base tree source creates a new template when you save.

2.3 Edit a Predefined Quotation

1. Find the template to change and click Edit in its Actions column.
2. The same form opens with the selected template's content loaded.
3. Adjust the name, description, service types, charge items, or prices. Use Supplement Source to restore missing charge items. See Configure the Quotation Form below.
4. Click Save at the bottom, review the confirmation, and click Confirm.
5. After saving, return to the list and view the template to check the changes.

When editing, the base tree source is fixed to the current template. Saving updates that template.

2.4 Configure the Quotation Form

Add and Edit share the configuration and save steps below. The form opens in Simplified Mode by default. Switch to Full Mode when you need discounts, net amounts, surcharges, or actual charges.

Page notes (the numbers identify separate areas, not a sequence of actions):

• ① The predefined quotation list menu entry.
• ② Basic Configuration, including Short Name and Description.
• ③ Service types and the base tree source.
• ④ Mode switch. The default display is Simplified Mode.

2.4.1 Select a Base Tree Source (New Templates Only)

Choose a source when creating a template. When editing, keep the current template as the source.

1. Click the service guide name or source tag after Based on.
2. In Base Tree Source, select a source:
   • Latest service guide: generate the charge tree from the current GWMS industry service guide.
   • Predefined Quotation Sheet: copy an existing saved template and continue editing.
3. If you choose Predefined Quotation Sheet, select a specific quotation sheet before the charge tree can be loaded.

System result:

• The page only shows the charge items that already exist in the selected base. Charge items missed when the template was created no longer appear automatically; bring them back through the Supplement Source, see Supplement Charge Items below.
• When charge items have already been supplemented or contain unsaved changes and you switch the base tree source again, the system prompts: Switching the base source will regenerate the charge item tree. Supplemented charge items and unsaved changes will be lost. Continue?. Click Cancel to keep the current state.

2.4.2 Supplement Charge Items (Supplement Source)

Applicable scenario: the base tree source is a predefined quotation sheet that only had part of the charge items selected, or whole items were missed. When editing this template or copying a new one from it, the missed items need to be brought back.

1. Click the source summary after Based on to open the source panel.
2. Under Supplement Source in the panel, choose:
   • No Supplement: default. Only the charge items that already exist in the base are shown.
   • Service Guide: the system supplements the charge items missing from the base from the latest industry service guide.
3. After selecting, the system supplements automatically. Select the restored charge items, maintain prices, and save.

System result:

• Supplementing only adds charge items missing from the base to the table in an unselected state. The selection state and prices of existing charge items are not affected.
• Supplemented charge items are shown with a light background and carry the service guide's list price. You can still change them afterwards.
• Supplementing covers all business tabs in the current table.
• After supplementing succeeds, a Supplemented from xxx tag appears next to the source summary.
• When the base tree source is Latest service guide, the charge items are already the full set and the panel does not show Supplement Source.
• When you switch the supplement source again, items supplemented last time but not yet selected are removed, then the system supplements again from the service guide. Items already selected are kept.
• When editing an existing predefined quotation sheet, the base tree source cannot be switched. The Supplement Source is the entry to bring back missed charge items.

2.4.3 Maintain Base Prices in Simplified Mode

1. Keep the page in Simplified Mode.
2. Select the business tabs and charge items to keep in this template.
3. Enter prices in the Base Price column.
4. For range-based charge items, maintain each range row separately. For non-range charge items, maintain the current row directly.
5. Add external-facing notes in the Remark column.

When saving, the system validates selected charge items. The base price must be greater than or equal to 0 and can keep up to 2 decimal places.

2.4.4 Switch to Full Mode for Complex Prices

If the template requires discounts, net amounts, surcharges, or actual charges, click the mode switch at the top-left of the price table and switch to Full Mode.

Full Mode fields:

• Basic Public: base price and unit.
• Discount and Net: discount and net amount for the base charge.
• Surcharge Public: surcharge and unit.
• Discount and Net: discount and net amount for the surcharge.
• Actual Charge: actual charge displayed for the current row.

2.4.5 Edit a Charge Node

1. Open the charge node that needs to be maintained.
2. In the Edit Node dialog, adjust the category name, price, surcharge, and description.
3. Click Save to save the current node settings.

Saving the node dialog only saves the current node. To submit the full predefined quotation, return to the page and click Save at the bottom.

2.4.6 Save the Predefined Quotation

1. Review the quotation name, description, business tabs, and charge items.
2. Confirm that prices are maintained for selected charge items.
3. Click Save at the bottom of the page.
4. The system shows a confirmation message with the businesses that will be saved.
5. Click Confirm. The system saves the template and shows a success message.

2.5 View Quotation 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.

2.6 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.

2.7 Export a Predefined Quotation

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.

2.8 Delete a Predefined Quotation

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.

2.9 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 Add and Edit

Action	Initial Form Content	Base Tree Source	Save Result
Add	Enter a new template name and description, then configure charge items and prices	Choose the latest service guide or a saved predefined quotation	Creates a new template
Edit	Loads the selected template's content	Fixed to the current template; restore missing items with Supplement Source	Updates the current template

The template form has no separate menu entry. Open it through Add or Edit on the predefined quotation list.

3.2 Simplified Mode and Full Mode

Mode	When to Use	Main Columns
Simplified Mode	Maintain only base prices and remarks	Range, Base Price, Unit, Remark
Full Mode	Maintain discounts, net amounts, surcharges, or actual charges	Basic Public, Discount, Net, Surcharge Public, Actual Charge

3.3 Base Tree Source Rules

• Latest service guide is suitable for creating a new template from the current service guide.
• Predefined Quotation Sheet is suitable for copying an old template and making adjustments.
• After selecting Predefined Quotation Sheet, you must select a specific template before the charge tree is loaded.
• The base determines the initial scope of charge items: a template only saves the charge items that were selected, and items missed earlier need to be brought back later through the Supplement Source.

3.4 Rules of the Supplement Source

• A predefined quotation sheet only saves the charge items that were selected. Items not selected originally do not appear in this template or in a new template copied from it; the Supplement Source is the entry to bring them back.
• The only upstream of a predefined quotation is the service guide, so Service Guide is the only supplement source option.
• Supplementing compares the base and the service guide item by item by business type + charge item and adds the items present in the guide but missing from the base. Both partial tiers of the same charge item and whole missed items can be restored.
• Supplementing does not change existing charge items: selection states and edited prices are kept as they are.
• Switching the supplement source is an incremental operation: items supplemented last time but not yet selected are removed first, then the system supplements again from the service guide. Selected items count as part of this template and are kept.
• Switching the base tree source regenerates the whole charge item tree and clears the supplement state; the system asks for confirmation at that point.

3.5 Save Validation

• At least one charge item must be selected.
• In Simplified Mode, selected charge items must have a base price greater than or equal to 0, with up to 2 decimal places.
• Saving an individual node is not the same as saving the whole page. The quotation sheet is generated or updated only after you click Save at the bottom.

3.6 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.

3.7 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: Why do Add and Edit open the same form?

A1: Add and Edit share one form for charge items and prices. Add creates a new template; Edit loads and updates the selected template. After saving, return to the list to check the result.

Q2: When should I use Full Mode?

A2: Use Full Mode when the template needs discounts, net amounts, surcharge discounts, surcharge net amounts, or actual charges. If you only need base prices and remarks, Simplified Mode is enough.

Q3: Why is the charge tree empty after I select Predefined Quotation Sheet?

A3: Selecting Predefined Quotation Sheet only changes the source type. You must also select a specific template before the charge tree is loaded.

Q4: What should I do if the base price validation fails?

A4: Check the Base Price values for selected charge items. Each value must be greater than or equal to 0 and can keep up to 2 decimal places.

Q5: Why are my node changes not reflected on the list page?

A5: The node dialog only saves the current node. Return to the Predefined Quotation page and click Save at the bottom to submit the full template.

Q6: A charge item is missing from the table. How do I add it back?

A6: Check the base tree source first. When the source is Latest service guide, the charge items are the full set, so a missing item means the service guide does not have it. When the source is Predefined Quotation Sheet, open the Based on panel, choose Service Guide under Supplement Source, select the supplemented charge items after they are added to the table, and save the template.

Q7: Why can't I switch the base tree source when editing a template?

A7: When editing an existing predefined quotation sheet, the base tree source is fixed to that sheet and cannot be switched. Bring missed charge items back through the Supplement Source with Service Guide.

Q8: Does deleting a predefined quotation sheet affect quotations already applied to customers?

A8: No. Deleting only removes the template record. Formal quotations already applied to specific businesses remain valid.

Q9: What should I do if the system says no customer is selected?

A9: Select at least one customer in the customer list of the Apply to Customer dialog, then click Confirm again.

Q10: Why was no customer business generated after applying the template?

A10: Check whether the template covers the required business type, and confirm the customer filter conditions and effective date.

Q11: Why is Add or Edit missing from the list?

A11: Each button requires its own permission. Access to the list does not grant permission to maintain templates. Ask an administrator to check your predefined quotation permissions, then sign in again after the permissions are updated.