Kuvunywa kwe-quotation nesephulelo kuhlala kulawulekile ngemitsetfo lemine: luhlu lwemanani lunye lolunemalanga ekusebenta lapho wonkhe umuntfu atsatsa khona linani, ema-quotation lanetinombolo lapho inguculo lensha ingaze yesule leyo likhasimende lese liyibonile, inzuzo leyo umvumi ayibona ngaphambi kwekutsi i-quotation iphume, kanye ne-matrix yekuvunywa kwesephulelo lenemazinga labekwe ngumnikati futsi lephocelelwa yisistimu, hhayi yinkhumbulo. Nalikhasimende lemukela inguculo letsite, iba yi-oda yekutsengisa nobe yikhontrakthi lapho konkhe kulethwa, yonkhe i-invoyisi nayo yonkhe imphikiswano lelandzelako kubuyela khona.

Kusukela emsebentini wencenye yekucala kuya ku-quotation

Ku-ncenye yekucala sakhombisa kutsengisa ngesikweleti njengetiteshi letisikhombisa futsi saphakamisa umsebenti: landzelela ema-invoyisi akho lalishumi lamadzala kakhulu langakakhokhwa ubuyele ku-quotation yawo, ku-oda yawo nakubufakazi bekulethwa kwawo. Umculu wekucala lowawufuna bekuyi-quotation leyemukelwe ngulikhasimende. Nangabe utfole i-quotation lenetinguculo letintsatfu futsi kute loyatiko ngalokucinisekile kutsi ngiyiphi leyemukelwa, nobe sephulelo lekute longasho kutsi ngubani lowasinika, sicala lapha. Loko lokuta ngaphambi kwe-quotation, kulandzelela ematfuba nemakhasimende langaba khona, kungaphandle kwalaluchungechunge; sakuchaza emhlahlandleleni wetfu we-CRM wemabhizinisi ase-Saudi.

Luhlu lwemanani lunye lolunemalanga ekusebenta

Tinkampani letinyenti tinemanani langetulu kwalinye entfweni yinye ngaphandle kwekutsi umuntfu anceme kanjalo: linani lelise-spreadsheet umphatsi layibuyeketa ngenyanga leyendlulile, linani lelise-quotation yekugcina umtsengisi lowayitfumela kulikhasimende lelifanako bese umsebenti lomunye ayikopisha, kanye nelinani lelisesistimini ye-akhawunti lelingakabuyeketwa sikhatsi lesidze. Umtsengisi ngamunye ubeka linani asebentisa umtfombo loseduze kakhulu, ngako emakhasimende lamabili lafanako atfola emanani lamabili lehlukene, futsi kute lobekahlose loko.

Sixazululo ngumtfombo munye welinani, lonemnikati. Luhlu lwemanani luphetse yonkhe intfo nobe insita nelinani layo kanye neyunithi, futsi lunelilanga lekucala nelilanga lekuphela. Lutsatsa simo semkhakha ngamunye:

  • Imboni nobe umsabalalisi. Linani ngentfo ngayinye neyunithi yekutsengisa, mhlawumbe kube neluhlu lwelicembu ngalinye lemakhasimende, njenge-wholesale nemaphrojekthi, lapho umnikati anceme kutsi ngubani lokulelo nalelo licembu.
  • Likhontrakta. Emanani ngeyunithi etintfo temsebenti letiphindvaphindvako, lasetjentiselwa kubeka linani le-bill of quantities kuyo yonkhe i-quotation, eceleni kwetintfo letibekelwa linani ngemphrojekthi ngayinye.
  • Inkampani yekulungisa nobe umphatsi wetakhiwo. Linani lekuvakasha kunye, lelihora linye nobe lekhontrakthi yenyanga yemsebenti lochaziwe, kanye naloko lokufakiwe kulelo linani kanye naloko lokubitwa ngalokwehlukile, njengetincenye tekushintja nemsebenti lowengetiwe.

Nalinani lishintja, awuluhleli luhlu ludzala; ukhipha luhlu lusha lolunelilanga lekucala lelisha. Yonkhe i-quotation lekhishwe ngaphambi kwelushintjo ihlala iboshelwe kulinani leyakhishwa ngalo, futsi kute inombolo leshintjako ku-quotation likhasimende leselibonile ngoba umuntfu abuyeketa luhlu ngemuva kwaloko. Kuhlela luhlu kungemandla endzima yinye leyo umnikati ayiketsako, kantsi umtsengisi ukhetsa kulohlu esikhundleni sekutsi abhale linani.

Linani lelikhetsekile lelikhasimende linye sivumelwano lesinelilanga lekuphela. Likhasimende lelikhulu litfola linani lelincono etintfweni letitsite, nobe sivumelwano sesakhiwo sibeka emanani ngeyunithi esikhatsini lesibekiwe, nobe ikhontrakthi yekulungisa yemnyaka ibeka linani lekuvakasha kunye. Lamanani avame kuhlala enkhumbulweni yemtsengisi nobe enkhulumeni ye-WhatsApp nalotsengela likhasimende, ngako nangabe umtsengisi ahamba linani lihamba naye, futsi nangabe umsebenti lomunye anikeza likhasimende lelifanako i-quotation kuphuma linani lelehlukile. Kusebenta kahle kakhulu kubhala linani lelikhetsekile njengesivumelwano kulirekhodi lelikhasimende: tintfo nobe tigaba lesitihlanganisako, linani nobe sephulelo, emalanga ekucala nekuphela, nobe ngumuphi umbandzela loboshelwe kuso, kanye nekutsi ngubani lowasivuma. Bese sistimu isisebentisa ngekwayo kuma-quotation nakuma-invoyisi alelo khasimende futsi ixwayise ngaphambi kwekutsi siphelelwe sikhatsi, ngako kuvuselelwa kuba sincumo umuntfu lasentako kunekutsi kube ngumkhuba lochubeka ngoba kute loke wanaka.

Ema-quotation lanetinombolo: yonkhe inguculo ihlala njengoba likhasimende layibona

Encenyeni yekucala sachaza sephulelo lesavela enguculweni levuselelwe letfunyelwa nge-WhatsApp futsi ingazange igcinwe ne-oda. Loku kwenteka ngoba ema-quotation avame kubuyeketwa efayelini lelifanako: umtsengisi uvula i-quotation, ashintje linani nobe buningi, bese ayigcina etikwenguculo leyendlulile. Emaviki lamabili ngemuva kwaloko likhasimende liyemukela i-quotation, kodvwa ngiyiphi inguculo? Leyo lese-laptop yemtsengisi akusho kutsi ifana naleyo lesekhasimendeni.

Umtsetfo ulula: yonkhe i-quotation inenombolo, konkhe kubuyeketwa kuyinguculo lensha ngaphansi kwaleyo nombolo, futsi inguculo lesetfunyelwe ayikaze ihlelwe. Sistimu igcina inguculo ngayinye njengoba nje yaphuma, nelilanga layo, kutsi ngubani loyitfumele nekutsi yaya kubani, ngako nalikhasimende litsi linani le-quotation yakho belehlukile, uvula inguculo lelayitfola ngalelo langa esikhundleni sekuphikisana ngenkhumbulo. Lifayela le-quotation lakhiwa kulirekhodi ngekwalo, ngako loko likhasimende lelikubona kufana ncamashi naloko lokusesistimini. Bese uyitfumela nge-WhatsApp nobe nge-imeyili, noma ngabe nguyiphi likhasimende lakho lelijwayele yona; indlela ayibalulekanga nakusalifayela livela kulirekhodi.

I-quotation iphindze iphatse loko wonkhe umuntfu lolandzelako latakudzinga, hhayi linani kuphela:

  • Sikhatsi sekusebenta. I-quotation lengenalo lilanga lekuphelelwa sikhatsi ihlala ivulekile, futsi likhasimende libuya ngemuva kwetinyanga lizokwemukela linani lelinemali yekukhicita leseyishintjile. Nayiphelelwe sikhatsi, ibekelwa linani kabusha enguculweni lensha.
  • Imibandzela yekukhokha. Njengoba umnikati ayibekele lelikhasimende, lokuyindzaba yencenye lelandzelako.
  • Bubanti nalokungafakiwe. Emsebentini wekwakha newekulungisa imphikiswano ingacala ngemuva kwetinyanga emugceni munye lokute lowawubhala: kususwa kwemfucumfucu nekuhlanta kufakiwe yini kulinani? Tincenye tekushintja tihlanganiswe yini yikhontrakthi yenyanga?
  • Inkhomba yelikhasimende. Inombolo yesicelo sabo nobe ligama lemphrojekthi, ngoba litsimba labo le-akhawunti litawuhambisa i-invoyisi yakho nayo ngemuva kwesikhatsi.

Nalikhasimende lemukela inguculo letsite, leyo nguculo iba yi-oda yekutsengisa nobe yikhontrakthi, futsi inombolo ye-oda yekutsenga yelikhasimende igcinwa nayo nangabe liyitfumele. Kusukela ngaleso sikhatsi konkhe kulethwa, yonkhe i-invoyisi nayo yonkhe imphikiswano kukhomba kulena-oda, ngako kunoma nguyiphi i-invoyisi ungafinyelela kulinani likhasimende lelalemukela nakutsi ngubani lowavuma sephulelo salo, lokuyiko ncamashi lebewukufuna emsebentini wencenye yekucala.

Inzuzo phambi kwemvumi ngaphambi kwekutsi i-quotation iphume

Nangabe umtsengisi acela kutsi sephulelo sivunywe, umvumi uvame kubona inombolo yinye kuphela, linani ngemuva kwesephulelo, bese ancuma ngekwelwati ngaphandle kwalesibalo lasidzinga ngempela. Umbuto wangempela ngulona: kusala malini kitsi ngemuva kwalesephulelo? Loko kudzinga imali yekukhicita eceleni kwelinani, futsi kutsi leyo mali ivelaphi kuya ngemkhakha:

  • Imboni nemsabalalisi. Imali yentfo kukhadi lentfo: imali yekutsenga, nobe imali yekukhicita nangabe uyayenta. Leyo nombolo inembe kuphela njengoba inembe i-inventory nekubalwa kwemali yekukhicita lokungemuva kwayo.
  • Likhontrakta. Imali lelinganiselwako yentfo ngayinye ye-bill of quantities ngetinsita, basebenti, imishini nema-subcontractor, lapho inzuzo ibalwa ngentfo ngayinye nakuyo yonkhe i-quotation.
  • Inkampani yekulungisa. Imali yebubanti ngekwabo: linani lekuvakasha, emahora eluchwepheshe, kanye netinsita netincenye tekushintja letifakiwe kulinani.

Umvumi bese ubona esikrinini sinye linani lelusohlwini, linani lelicelwako, imali yekukhicita, inzuzo ngaphambi nangemuva kwesephulelo, kanye nesizatfu njengoba umtsengisi asibhalile: linani lembangi, buningi lobukhulu, nobe likhasimende lelisha emkhakheni inkampani lefuna kungena kuwo. Sephulelo lesifanako singemukeleka ku-quotation yinye singemukeleki kulenye, ngoba inzuzo lengemuva kwayo yonkhe yehlukile.

Kutsi ngubani lobona imali yekukhicita nenzuzo sincumo semvume ngaphambi kwekutsi kube sincumo sekutsengisa. Umnikati anganceme kutsi batsengisi bayibone inzuzo kute bakhulume nemakhasimende bayati imincele yabo, nobe kutsi bavumi kuphela labayibonako; kokubili kulungile nakusalokukhetsa kuphocelelwa yisistimu. Sawuchaza lomgomo ku-Imvume: ngubani lobona ini nangabe imininingwane iphuma efayeleni: lishidi lemali yekukhicita lelidluliswa njengelifayela lifika kubantfu lokute lobekahlose kutsi lifike kubo.

I-matrix yekuvunywa kwesephulelo: ngubani lovuma ngusiphi sephulelo?

I-matrix yekuvunywa kwesephulelo lithebula lelipendvula umbuto munye: umtsengisi angehlisa linani kangakanani ngaphandle kwekubuta, futsi ngubani lovuma noma yini lengetulu kwaloko? Kungumcondvo lofanako lesawuchaza ngakulohlangotsi lwekutsenga ku-Ticelo tekutsenga nemincele yekuvuma, ubukwe ngakulolunye luhlangotsi: lapho ulawula loko lokuphuma emalini yakho, lapha ulawula loko lokunikelako ngaphambi kwekutsi imali ifike.

Emazinga ngekwawo, loko umtsengisi langakuvuma, loko lokuya kumphatsi wekutsengisa, naloko lokufika kumphatsi wetimali nobe kumnikati, abekwa ngumnikati, ngoba akhombisa inzuzo yenkampani ngekwayo nemakethe yayo. Kute umncele lolungile yonkhe indzawo, futsi umncele loboleke kulenye inkampani ungaba lucinile kakhulu umise kutsengisa, nobe ukhululeke kakhulu ungalawuli lutfo. Umnikati angasekela emazinga esilinganisweni sesephulelo, nobe enzuzweni lesele ngemuva kwaso; lendlela yesibili imisa sephulelo lesibonakala sisincane entfweni lenenzuzo lesevele incane.

Lokubaluleke kakhulu kunetinombolo kwati kutsi yini lebalwa njengesephulelo, ngoba intsetselelo yelinani ayifiki njalo emugceni lobitwa ngekutsi sephulelo:

  • Sephulelo lesibhalwe ngalokucacile emugceni we-quotation nobe enanini leliphelele le-quotation.
  • Buningi lobengetiwe ngaphandle kwekubhadala, nobe kulethwa nekufakwa lokuvame kubhadalelwa kodvwa manje kumahhala.
  • Imibandzela yekukhokha lemidze kunemibandzela levamile yalelikhasimende, ngoba loko kuboleka imali lokuniketa kusuka emalini yakho lesandleni.
  • Kuvakasha lokwengetiwe ekhontrakthini yekulungisa, i-warranty lendze kunalevamile, nobe umsebenti lomncane longaphandle kwebubanti ngaphandle kwekubhadala.

Konkhe loku kudlula ku-matrix yinye; ngaphandle kwaloko ulawula sephulelo lesibhaliwe bese ushiya intsetselelo lengakabhalwa ingalawulwa. Imitsetfo levela ngakulohlangotsi lwekutsenga isebenta nalapha: kute lovuma sephulelo sakhe, emandla ngewendzima hhayi ewemuntfu, wonkhe umvumi unemmeleli lochaziwe ngesikhatsi angekho, futsi kuvuma kubhalwa enguculweni ye-quotation ngekwayo neligama lemvumi nesikhatsi, ngako nangabe inguculo ishintja ngemuva kwekuvunywa ibuyela kuye. Sicelo sifika elucingweni lwemvumi njengesixhumanisi langavuma ngaso ngaphandle kwekuvula i-laptop, ngoba kuvuma lokuhamba kancane yikho lokuphusha umtsengisi kutsi ente setsembiso elucingweni.

Kungani ngaphambi kwe-invoyisi hhayi ngemuva kwayo? Sephulelo lesivunywe ku-quotation siyincenye yelinani futsi sivela ku-invoyisi ngesikhatsi sekucala. Sephulelo lesetsenjiswe ngemuva kwentsengiso sitsatsa indlela lehlukile ngaphansi kweMitsetfo Yekusetjentiswa kweMtsetfo we-VAT: Sigaba 40, sigatjana 1 sibala emkhatsini wetimo letishintja linani lekuniketwa linani lelavunyelwana ngalo kusenesikhatsi bese lishintja nganoma nguyiphi imbangela, lokufaka ekhatsi sephulelo lesengetiwe lesinikwa ngemuva kwekuphela kwentsengiso. Nangabe loko kwenteka ngemuva kwekukhishwa kwe-invoyisi yentsela futsi i-VAT lekuyo yendlula i-VAT lefanele kukhokhwa, Sigaba 54 sifuna inothi yesikweleti lekhomba ngalokucacile i-invoyisi yekucala, lekhishwa kungakendluli lilanga le-15 lenyanga lelandzela inyanga lekwenteke kuyo loko. Ngako sephulelo lesinikwe elucingweni ngemuva kwe-invoyisi asihlali emkhatsini wemtsengisi nelikhasimende; siba ngumculu wentsela lonelilanga lekugcina, futsi litiko letimali lingahle lingati kutsi kufanele liwukhiphe. Ngesimo lesitsite, lapho kufanele ubute khona ngumeluleki wakho wentsela.

Umbono we-Origami

Nasakha indlela yekusebenta ye-quotation yenkampani, sicala ngendlela leyibeka ngayo emanani namuhla ngempela: batsengisi batsatsaphi emanani, i-quotation ivame kudlula etingucukweni letingakanani, ngubani lovuma tephulelo, nekutsi emanani lakhetsekile emakhasimende lamakhulu ahlalaphi. Sephulelo lesinikwe elucingweni sisitjela kutsi kuvuma kwanyalo kuhamba kancane kakhulu kuphi, ngaphambi kwekutsi sisitjele kutsi kulawula kudzinga kucinwa kuphi.

Bese siguculela loko kube yindlela yekusebenta lephocelelwa yisistimu: luhlu lwemanani lolunemalanga ekusebenta, ema-quotation etingucukweni letinetinombolo lamafayela awo avela kulirekhodi, inzuzo lekhonjiswa kuyo yonkhe indzima ngekwemvume yayo, i-matrix yesephulelo lenemazinga umnikati langawalungisa ngaphandle kwemhleli wetinhlelo, kuvuma lokufika elucingweni, kanye ne-quotation leyemukelwe leba yi-oda yekutsengisa lexhumene nesistimu yakho ye-akhawunti kanye nema-invoyisi e-elekthroniki. Loku kuyincenye yetinhlelo letentiwe ngekwesidzingo lesitakhako njengencenye ye-tinsita tetfu.

Umsebenti waleliviki: buyeketa ema-quotation lamashumi lamabili lokugcina lemukelwe ngemakhasimende akho

Ngaphambi kwanoma nguyiphi sistimu, udzinga sitfombe saloko lokwenteka ngempela emkhatsini weluhlu lwemanani nelikhasimende. Umphatsi wekutsengisa kanye nemphatsi wetimali bangakwenta loku emhlanganweni munye nobe lemibili:

  • Khipha ema-quotation lamashumi lamabili lokugcina lemukelwe ngemakhasimende, bese wengeta ema-quotation langemuva kwema-invoyisi lalishumi emsebentini wencenye yekucala nangabe uwatfolile.
  • Ku-quotation ngayinye, buta kutsi linani livelaphi: eluhlwini lwemanani lolukhona, ku-quotation yangaphambilini, nobe libhalwe ngesandla.
  • Bala tinguculo ta-quotation ngayinye, utfole inguculo leyemukelwe ngulikhasimende, bese uhlola kutsi ungayitfola yini njengoba nje likhasimende layibona.
  • Bhala phansi yonkhe intsetselelo ku-quotation: sephulelo, buningi lobumahhala, kulethwa mahhala, imibandzela yekukhokha lemidze nobe kuvakasha lokwengetiwe, futsi eceleni kwayo yonkhe ubhale kutsi ngubani lowayivuma nekutsi kuvuma loko kubhalwe kuphi.
  • Bhala kutsi inzuzo beyatiwa yini ngulowo lowavuma i-quotation ngesikhatsi ayivuma.

Linani letintsetselelo lekute longasho kutsi ngubani lowativuma ngulo umugca wakho wesisekelo walencenye. Bese ubhala i-matrix yesephulelo loyifunako ekhasini linye: yini lebalwa njengesephulelo enkampanini yakho, emazinga layilungele, indzima levuma lizinga ngalinye, nekutsi ngubani lomela umvumi nangabe angekho. Sikhala lesisemkhatsini walelo khasi naloko lokutfolile kuma-quotation lamashumi lamabili yiko sistimu lekufanele isivale.

Encenyeni lelandzelako

Linani manje linemtfombo munye, ema-quotation anetinguculo letigciniwe, futsi sonkhe sephulelo sinemvumi lowatiwa ngibo bonkhe. Incenye lelandzelako iya esiteshini lesingaphambi kwekutfunyelwa kwekucala: imincele yesikweleti neticiniseko. Sicala ngelirekhodi lelikhasimende lelihlolwa kanye, nangabe likhasimende lengetwa, kulemitfombo lemibili lesemtsetfweni lemahhala, bese kuba ngumncele wesikweleti nemibandzela yekukhokha umnikati layibekako futsi sistimu iyihlola kuyo yonkhe i-oda nakuko konkhe kulethwa, bese kuba ticiniseko umnikati langakhetsa kuto ngaphambi kwekutsengisa ngesikweleti.

Imitfombo