Quotation Help

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Debtors Module> Activity> Quotation

On the Basic Search Tab, the user can search the quotes by entering information on the following fields

Quote Name	search be entering the quote number
Customer	search by selecting the customer

Search by selecting the status from the drop down arrow

Date	search by selecting the date from and the date to
Short Description	search by entering the description of the quote
Customer Account	search by entering the customer’s account
Sales Rep	search the quotes by selecting the sales rep from the drop down arrow

Custom Search Tab allows the user to search by selecting from the category

Standard Tab has the following buttons

Insert button	Insert a new Quote Item.
Amend button	View or edit an already added Quote Item.
Cancel button	to cancel the quote

Approve Tab has the following buttons

Internal Approval button	For the Employer/Employees to approve the quote
Customer Approval	This is what a customer will use to approve a quote.
Approve To Job button	Approves the currently selected Quote item to be used in various other forms.

Print Tab has the following buttons

Print button	Prints the currently selected Quote Item.
Print Job Card button	Prints the job card for the currently selected Quote Item.