Offer Sheet
Complete guide to creating and managing offer sheets for domestic buyers
Overview
Understanding Domestic Offer Sheets
An Offer Sheet is a formal quotation document sent to domestic buyers for local sales. It includes product details, pricing, quantities, and terms. Unlike export quotations, offer sheets do not require complex international trade terms and are designed for domestic business transactions.
Export Quotation vs Offer Sheet
Understanding the Key Differences
It's crucial to understand the differences between Export Quotation and Offer Sheet (Domestic Quotation), especially regarding where buyer information comes from.
The most important difference is the source of buyer selection. This is a common point of confusion for users.
Export Quotation
Buyer is selected from Entity in Main Data (overseas companies registered for international trade)
Offer Sheet (Domestic)
Buyer is selected from Transaction Party in Accounting (local customers for domestic transactions)
| Feature | Export Quotation | Offer Sheet |
|---|---|---|
| Buyer Source | Entity (Main Data) | Transaction Party (Accounting) |
| Delivery Terms | Incoterms Required (FOB, CIF, etc.) | Not Required |
| Payment Terms | Detailed (TT, LC, DA/DP) | Simple Text Input |
Before You Begin
Required Data Registration
Before creating an offer sheet, ensure the following data is registered in your system. This enables quick selection during document creation.
Transaction Party (Buyer)
Register domestic buyers in Accounting & Finance → Transaction Party Management before creating offer sheets.
Product Selection
Only products registered in Data Management → Product can be added to the offer sheet.
Currency Selection
Only currencies registered in Basic Data → Currency can be used in the offer sheet.
Header Input Fields
Document Identification and Transaction Information
The header section contains essential document identification and buyer information. Note that for domestic offers, payment terms are simplified compared to export documents.
Document Number
System automatically generates a document number. Users can modify if needed.
Document Date
Select the date when issuing the document.
Validity
Select the validity period for this quotation.
Reference Number
Enter the reference document number if applicable.
Buyer
Select the domestic buyer from Transaction Party. Navigate to Accounting & Finance → Transaction Party to register new customers.
Payment Term
Enter the payment conditions as a simple text description (e.g., 'Net 30 days', 'Cash on delivery', '50% advance, 50% on delivery').
Currency
Select the currency for the offer sheet. Only currencies registered in Basic Data → Currency can be selected.
Notes
Additional Document Information
Add any additional notes, special conditions, or remarks that should appear on the offer sheet document.
Notes
Enter any additional notes, terms, or conditions that should appear on the document.
Item Details
Product and Pricing Information
Add products with quantities and unit prices. You can include multiple items in a single offer sheet to provide a comprehensive quotation.
Product
Select the product to add. Only products pre-registered in Data Management > Product can be selected.
Quantity / Unit Price
Enter the quantity and unit price for the selected product. Total amount is calculated automatically.
Add New Item
Click to add another product line to the document.
Offer Sheet Account Page
Manage Your Created Offer Sheet
After creating an offer sheet, you'll be directed to the account page where you can view details, manage the document status, and perform various actions. It consists of the Information tab and Post tab.
Status Options
Click the menu button (⋮) in the top right corner to access the following actions:
Generate a PDF version of the offer sheet for printing or email attachment.
Send File
Send the PDF offer sheet directly via email to the buyer.
Update
Modify the offer sheet details and save changes.
Copy
Create a new offer sheet by copying this document's information.
Delete
Permanently remove this offer sheet from the system.