Add / Edit a Quote

Top  Previous  Next

Quotes are used to send customers or prospects formal price quotations. If the quote gets accepted, it can be converted into an invoice, sales order or job card.

 

Go to Quote / Sales Order > Quote Lookup and click on the New Quote button.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

GP and MUProfitGP and MUGlobal StockReservedAvailableWarehouseQuote NoFollow-up DateProfitFreehandWeightWeightPlus SignPlus SignUnitUnitSOHCustomer Price LevelWonDate CompletedVATVAT TypeGross ProfitGreen PlusStatusSearch RowSummary BarNew QuoteCompletedExtra TabExtraPrintEmailCancelTransfer QuoteConvert to InvoiceSave the DataGrid ReportItem LookupBarcodeTemplateSelect ContactEmployeeSimilar ItemsQuick Open First ImageRefresh DescriptionDelete LineSelect PriceInsert HeaderMove LineOpen InventoryCustomerQuick AddConversationsDocument ImageCash or On AccountQuote_Add

 

Extra Tab

Order NoGreen PlusQuote TabGreen PlusBranchQuote_Extra_Tab

 

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Note

You can print a quote in the shop for a customer. The customer can take the quote and goods to the Cash Up Till. The Cash Up Till can click on the Invoice From and convert the Quote to an Invoice.

 

If you don't want to display the Markup and Profit columns see Invoice > Invoice Options > General Tab

 

You can set security for certain groups allowing them to select price levels:

Open a quotation form. Click on the Security Lock on the top left of the program

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Select the group you wish to allow selection of price level

You can configure security for certain groups and grant specific permissions to them. See permissions on the photo below.

 

Security Settings for quotes

Security Settings for quotes