New Quote Help

Quote Add and Edit

 Quote Detail Tab

Please select the customer and date of the quote.

Sales Rep: The default sales rep will be selected for the customer. If you need to change the sales rep, you can change it here.

Valid Until Date: This will be the date on which the quote will expire.

Delivery Date: This is the date on which the goods or service will be delivered.

Description: This is a general description of quote.

Reference: This is a general reference for the quote.

Order Number: If a client requests for a specific purchase order number to be put on the quote.

Currency View:

Document Currency:

The default currency for the client will be selected. Example US Dollar

System - Local Currency:

This option will show figures in your local currency. Example: For South Africa we will see South African Rand.

Exchange Rate: Allows the user to enter the current exchange rate.

Address tab

Select Address Type: The default address will be selected. This allows the user to change the default address for the current quote.

Contact Person: The default contact person will be selected. Here you can change the person to contact regarding the quote. To edit any details for the contact, click the view button.

Project: Select the current project regarding the quote if applicable.

Division: The default division will be selected.

Here you may change the customers division within the company

Region: The default division will be selected. Here you may change the customers region.

Invoice Group: Select the customers invoice Group

Extras tab

Completion Date: Date on which the job is scheduled to be completed.

Job No: Pre-Assign a job number to the quote

Attach Spec To Email: Allows the user to attach the specification document in an email attached with the quote.

Print Custom Fields: Refer to Custom Fields Tab.

Please select the stock type

Markup %:

Text field:

Please enter the mark-up percentage that you would like to use.

Set Markup % Button:

Allows the user to change the mark-up on selected stock type lines.

Remove lines button:

Allows the user to remove lines from the quote as per selected stock type.

Zero Sell, Price:

Allows the user to Zero the selling price of the selected stock type lines.

Long Description: This is a general long description of the quote.

Custom Fields:

Allows the user to add custom fields to the quote where required.

ITEMS HEADING

After entering the customer details and saving the quote, the user will be able to add, edit and delete items.

Button Add: Opens a window where the user can select the item to add to the quote.

Button Edit: Allows the user to edit the line item.

Button Delete: Allows the user to delete the selected line item.

Button Export Grid: Allows the user to save the list of items on their computer as an excel document.

Button Import Items: Allows the user to import a .csv file.

The file to be imported must be in a CSV format.

Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported.

Once the desired file has been located either double click in the file or click the Open button.

Now click on the Upload button. If the upload was successful a window will appear confirming that the upload was successful. Click Ok.

The Import button now becomes enabled allowing the user to click on the Import button to import the file.

An Import Report will open displaying any errors in the import or displaying the successful quotes that were imported.

Please Note:

All successful records will be imported and errors will be skipped.

The column headings can be left in the import file providing that the heading are as per the sample below.

Import File Layout

All items in RED are required fields.

Button Save: Saves the quote.

Button print quote: Print the quote to your default printer

Button print Job Card: Print a job card which contains the customer details, job number, as well as the items to be used on the particular job.

Button print service card: Print a service card describing the work instructions,

Allows the employee to enter in the kilometres and log time spent.

Needs to be signed off by the customer.

Button Memo: Allows the user to add notes about the quote.

Button Attachments: Allows the user to specify attachments that would be connected to the quote.

These documents will be emailed with the quote unless otherwise stated.

Button Terms and Conditions: Allows the user to select the different terms and conditions applicable to the quote.