Creating a New Quote

Video training manual 2020 -  Click Here 

 Video training manual 2016 -  Click Here 

 Job Costing Module > Activity > New Quote 

 A job can be created from a Quote 

 

 

 Quote Details Tab 

 

 

 

 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 tab 

 

 

 

 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. 

 

 

 

 

 

 Extras tab 

 

 

 

 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. 

 

 

 

 

 

 Overall Quote View 

 You will notice the bottom of the window the selling price, costs and profit that will be made on the job. 

 

 

 Printing and Emailing of Quote 

 You can email the quote off to the client or print out. 

 

 Click Print Quote 

 

 

 The below window will provide you with options on what you want your quote to look like. 

 Click " Continue " 

 

 You can choose to send the quote, email it to yourself to include in an outbound message, or print a copy for your records.