Some of the data that you can see at a glance on the quote

Customer Conversations

Price Level the Customer is On

Customer Credit Limit

The contacts name, telephone, and email

Input Fields in the Quote

Date Fields in the Quote:

 Start Date, Follow-up Date, and Date Completed

Classifications fields available:

 Status, How Won, Type, How Requested

Checkboxes in the quote:

 Pro Forma, Estimate

 Template, Completed, Won

Print the quote as a Pro Forma invoice or as an Estimate

Quote Menu Options

Quote Menu Options Explained

Convert To Invoice

Convert the Quote directly to an Invoice

Transfer to Invoice

Transfer the quote data to an Invoice where you can further edit and process it.

Transfer to Sales Order

Transfer the quote data to a sales order

Transfer to Job Card

Transfer the quote data to a job card.

Transfer to Existing Job Card

The program will ask for an existing job card no. and the quote items will be added to this job card.

Print:

 Print Preview

 Print

 Print Picking List

 Print Quote Label

 Print Work Card

If you want to print the quote and go on editing the quote

The quote will be printed, saved, and closed.

A pick list is a document that indicates which items should be taken from your inventory to fullfill orders.

Prints a label, for example, to attach to an item. When the label form opens, be sure to click the Submit button.

Prints a form for the technician to use while working on the quote. Before printing, ensure a work card template is added. To do this, go to Quote Options and select the Print tab. When the work card form opens, be sure to click the Submit button.

Email

Email a Quote

To email a quote along with its attached images, follow these steps:

1. Navigate to Quote > Quote Options > Email Quote Tab and ensure the email option is enabled.

2. To include images in the quote, click on the Doc. Image button.

•   The number displayed on the Doc. Image button indicates the total number of attached images.

Extra

 Import Quote (CSV, XLSX)

 Import Quote (SIE)

 Create Purchase Order

 Reset All Rows Descriptions, Prices from Master

 Set All Rows Discount

 Allow Above Maximum Discount

 Allow Sell Below Cost

 Allow Below Minimum Markup

 SMS

 WhatsApp

Quote Extra Menu

Quotes that were exported (Quote Lookup > Right-click and export) can be imported.

Create a purchase order from the quote.

Get the latest prices, descriptions etc. from the stock (inventory) master.

To bulk change the discount for each item. Maximum line discount can be set in Inventory Groups.

Allow selling the item below cost once. In the security setup, it can be set per group.

The SMS form will open. For information on how to use the SMS form, click here.

WhatsApp

To send a message via WhatsApp, you must have either the WhatsApp Desktop client installed or the WhatsApp Web client open.

•This feature supports single messages only (bulk messaging is not supported).

•Available in Job Card, Sales Order, Quote, and Customer Extra.

Quote Buttons

Quote: Returned Goods

How to handle Returned Goods on the Quote

If a customer returns unwanted or incorrectly purchased goods, and wants a new quote — whether for account or cash sales.

1.Create a new quote

2.Add the returned item

3.Click the Return button – the item will automatically be entered as a negative value.

❖ The Return button can be disabled in Security Settings. This setting also affects the Job Card and Quote modules.

See also: Is Discount

Quote: Trade-In

How to handle Trade-Ins on the Quote

A trade-in is an item bought back from the customer, such as a Coke bottle, car, or similar item.

Set the item as a trade-in on the Main Stock Form.

Invoice Effects:

1. The system deducts the trade-in amount from the invoice total.

2. Your stock quantity increases based on the trade-in quantity.

Alternative Options:

•For returns, see the Returns section.

•If you don't want to increase your stock, refer to the Is Discount section.

Disabling Trade-In Button:

•Open the Invoice Form.

•Go to Security Settings and uncheck "Returns."  -- this also disables trade-ins.

❖Extended Lookup and Stock Turnover forms provide a list of Trade-In items.

Add Items From Existing

Easily add items—including description, quantity, and VAT type — from a previous quote to the current quote.

Quote: Print Prices

If disabled, prices will not be printed on the quote.

Quote: Print Detail

If disabled, only the total amount will be printed on the quote, without itemized details.

Right-click Menu on the Quote

Right-click Menu Options on the Quote Form Explained

Delete This Line

Deletes the current item you have highlighted.

Open the Inventory Form

Open the item for editing.

Insert a Header Here

Insert Heading Line

A heading line can be added as an information line related to the product or service listed above it. It can also be used as a blank line to clearly separate different items.

Select Price

Select Price

Allows you to select a different price for this item.

You can select price levels on quotes, invoices, sales orders and job cards.

Set the maximum price level that an employee can give in the employee form (maximum price level box)

See also prices 1-10  as well as pricing options.

Refresh Description/Price From Master

Refresh all details of this item, should changes have been made.

Quick Open First Image - F12

Quick Open First Image

Opens the first image linked to the item, if an image is attached. You can also use the F12 function key to open the image.

Show Similar/Equivalent

Similar Items

When creating an invoice or quote, you can easily look up and select similar items.

Warehouse Stock Levels

Warehouse Stock Levels

By right-clicking on an item you can see the stock on hand for the different warehouses.

Clone Item

Clone Item

Creates a new item using the current item's data, assigning it a new item code and description.

Columns in the Quote

Quote Columns Explained

MU% Column:

If you adjust the markup percentage for an item in the quote, the difference will be reflected in the quote's discount percentage column.

Line Total Inclusive for Discount:

Enter a value in this column to automatically calculate and display the discount percentage given to the customer in the discount column.

This column is available in Quote, Sales Order and Job Card.

Cost Price / Unit

Cost Price / Unit

If the Allow Change Cost Price is enabled in the Quote Options, this option lets you modify the cost price on a quote Doing so allows you to see how changes affect the Markup and Gross Profit (GP). Note, the cost price is used solely for calculation purposes and does not impact any journal entries

Purpose of the Function:

When a customer wishes to order a large quantity of stock, you may need to confirm bulk pricing with your supplier. By entering the revised cost price on the quote, you can accurately reflect the new markups and related pricing adjustments.