| Quote Number | Quote number will populate when the Quote is saved |
| Debtors | Search and select the appropriate **Account (company)** or **Contact (individual)** from the list. |
| Debtors Name | Debtors Name will populate when the Quote is saved |
| Sales Rep | Select a Sales if required |
| Quote Date | Select Date |
| Valid Until Date | Select the date until which the quote is valid. |
| Delivery Date | Select he date when the goods or services are expected to be delivered to the customer. |
| Quote Status | Automatically updates as the quote progresses through the approval process. |
| Description | A free-text field used to clearly identify the quote. |
| Reference | A customer-provided identifier used to track or link the quote |
| Order Number | A customer-provided number used to identify and track the order |
| Currency View | Displays the system’s default currency, with the option to switch between currencies if multi-currency is enabled. |
| Exchange Rate | The rate used to convert amounts from one currency to another |
| Comments | A free-text field used to add notes or additional information about the quote |
| Address Type | The default address is automatically selected, but you can change it for the current quote if needed. |
| Contact Person | The default contact is automatically selected, but you can change it for this quote. To edit the contact’s details, click the view button. |
| Project | Select the relevant project associated with the quote, if applicable. |
| Division | The default division is automatically selected, but you can change the customer’s division within the company if needed. |
| Region | The default region is automatically selected, but you can change the customer’s region if needed. |
| Invoice Group | Select the customer’s invoice group. |
| Completion Date | The date when the job is expected to be completed. |
| Job No. | Assign a job number to the quote in advance. |
| Attach Spec To Email | Allows you to include the specification document when sending the quote via email. |
| Print Custom Fields | Includes custom fields in the printed quote (see Custom Fields tab). |
| Please select the stock type | Select the type of stock for the item. |
| Markup % | The percentage added to the cost price to determine the selling price. |
| Text field | A free-text field used to enter additional details or information. |
| Set Markup % Button | Allows the user to change the mark-up on selected stock type lines. |
| Remove lines button | Allows you to remove quote lines based on the selected stock type |
| Zero Sell, Price | Allows you to set the selling price of the selected stock type lines to zero. |
| Long Description | A detailed overview providing additional information about the quote. |
| Custom Fields | Allows you to add and manage additional fields on the quote as needed. |