Quotes are used to send customers price quotations. If the quote gets accepted, it can be converted into an invoice, sales order or job card.
Watch the video: How to Use the Quote Module - Tutorial
Go to Quote / Sales Order > Quote Lookup and click on the New Quote button.
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Colour codes for different stock items.
The row colour changes according to the type of item.
- Trade In, Special Active, Discount item, BOM, Return, etc.
MU% Collumn
If you adjust the markup percentage for an item in the quote, the difference will be reflected in the quote's discount percentage column.
Notes:
•You can print a quote in the shop for a customer. The customer can take the quote and goods to a cash up till. The cash up till can click on 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
•There is a setting under 'Quote Options' that may be toggled to allow you to choose inactive clients.
