Quote Options

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Options that can be set for quotes.

Go to: Quote / Sales Order > Quote Options > General Tab

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

CompanyEmployeeWorkshopStock ItemsSupplierCustomerLedgerInvoiceFileSales Order OptionsPack sales OrderAllocate StockSales Order DetailNew Sales OrderSales Order LookupQuote OptionsQuote DetailNew QuoteLookupgraphic


Hover your mouse over certain parts of the form below, the cursor (Cursor) will change to a hand (Hand). Click to get specific help on that part of the form.

Email - Pro FormaEmail - QuotePrintingGeneralQuote_Options_Menu

Allow change cost priceLocal settingOlder Than X DaysEstimateShow Inactive CustomersAfter AddingShow SOHQuote_Options_General2


Allow Change Cost price

This allows you to change the cost price of an item on the quotation allowing you to see how the Markup and GP are effected. Note, that the cost price is only used for calculation purposes and does not effect any journal entries. Purpose of using this function: A customer wishes to order a large quantity of stock, you would then check with your supplier on their pricing for a bulk order. You would enter this cost pricing on the quotation, to reflect the new Markups etc.