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Quotes

The module is used for creation of quotes for the customers of the company. Quotes can be copied to Orders. A quote can only be deleted if there is no reference to an order and all quote lines are deleted.

 

Actions show functions for the module Quotes.

Quote Lines: Clicking the icon will open the specification lines of the selected quote, where lines can be added, edited or deleted.

Copy: Clicking the icon will copy the quote and quote lines. References are deleted, and new can be created.

Copy To Order: All quotes can be copied to order, with the function Copy To Order.

Show All: Clicking the icon will show all quotes, default is quotes that are closed or older than 3 month not shown in the grid.

Print Quote: Clicking the icon will perform a quick print of the report Quote.

Preview Quote: Clicking the icon will open a new window with a preview of the report Quote.

 

Company: The column is only showed in the grid if there are more than one company registered in the module Companies.

Confidential Clerk: Select the responsible employee in the drop down.

Quote No*: Will be given automatically when a new line is created. The sequence is coming from the module Companies, and can be overwritten. Field is mandatory.

Order No: For information and show the order no as a reference between the quote and order.

Quote Date*: Today is suggested, but can be overwritten. Field is mandatory.

Customer*: Mandatory selection of a customer from the module Customers.

Customer Contact: Optionally select a customer contact defined in the module Customers.

Locked: If Locked is set, no information can be edited. Locked is set when:

- A quote is printed. The lock can be removed.

- A quote is copied to order. The lock cannot be removed before the order is deleted again.

Probability %: Is used for registration of the probability to convert the quote to an order.

Closed: Is marked when the quote not can be converted to an order any longer. When marked, the quote will disappear from the grid; it can be showed again if the action Show All is used.

Currency*: Currency of the customer is selected by default, but can be overwritten. Currencies are defined in the modules Customers and Currencies. The field is mandatory.

Cost Price: For information only and show the sum of cost prices for all article lines.

Gross Price: For information only and show the sum of gross prices for all article lines.

Discount: For information only and show the sum of discount for all article lines.

Discount %: For information only and is a calculated field. (100 x Discount / Gross Price)

Earning: For information only and is a calculated field. (Gross Price - Cost Price - Discount)

Earning %: For information only and is a calculated field. ((100 x Net Price / Cost Price) - 100)

Net Price: For information only and is a calculated field. (Gross Price - Discount)

Additional Discount*: For registration of additional discount. Default value is 0,00. Field is mandatory.

Total Net Price: For information only and is a calculated field. (Net Price - Additional Discount)

VAT: Is automatically suggested and can be overwritten. VAT by default is controlled from the module Currencies.

Total VAT: For information only and is a calculated field. The value for VAT is controlled from the module Companies. (Companies.VAT % / 100 x Total Net Price)

Price Inc. VAT: For information only and is a calculated field. (Total Net Price + Total VAT)

Shipping Terms Set: Optional shipping terms from a drop-down list defined in the module Shipping Terms and must reflect the terms agreed with the customer.

Shipping Terms: Optional terms under the shipping terms set.

Delivery Address: Delivery address should only be given if the delivery address differs from the customer address from the module Customers. Default is the address from the module Customer used on the quote report.

Comments: Optional comment field.

Top Text: Optional top text shown on the quote report.

Bottom Text: Optional bottom text shown on the quote report.

 

Quote Lines tab: On this tab are quote lines showed for information only.

Order Lines tab: The tab is only visible if the quote is copied to order, and show order lines for information only.

Related Files tab: On this tab it is possible to register files that are related to the quote, drawing and text files etc. The files are saved into the system and are placed in the folder specified in the popup Client/Server Setup and with the Shared file path viewing below. Use append (+) bottom to add files. Up and Down are used to alter the order of files.

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