Quote Options

Form Options

Description

Customers: Show inactive.

Select if you want to be able to choose your inactive clients if you do a new quote.

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.

Structured Internal Note.

Set it in Quote Options.

Where you used to be able to type in freehand, the internal note on the quote now has an additional field. The time, date, and who typed it will be recorded automatically.

Total due rounding.

The total amount will be rounded on the quote, and the rounding will be shown.

See also Stock Options >Pricing tab.

Approval required (Quote Options).

1) If 'Approval Required' is selected, converting a quote to an invoice will be blocked.

2) Employees cannot email or print a quote until it has been approved, regardless of permissions in the 'Security Setting' form.

Note: There is a security setting 'Can Approve.'

Change markup set line discount.

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

Other

Cost Price Method - Only applicable for quotes.

To determine the cost price that is displayed in the quote column, 'Cost Price / Unit' you can choose between the 'Cost of Sales Valuation Method' or the 'Pricing Method'. Whatever you have selected will be used. The cost price that is shown in the quote is only for information purposes and has no effect on any journal entries.

If unsure what to select, select the 'Cost of Sales Valuation Method'.