System Behavior
- Changing GST rate automatically updates totals.
- Deleting an item recalculates totals.
- Discount can affect final GST (based on calculation rules).
- Series selection determines numbering sequence.
- Currency affects formatting and calculations across the quotation.
Workflow Example (Quotation List → Conversion)
Create quotation or generate from Deal
- Quotation appears in list
- User opens it
- Edits if needed
- Sends to customer
- Customer approves
- Converted to invoice
- Fully tracked