Eliza at 23:53, 2 March 2011

2011-03-02T23:53:36Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:48:46Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 23:53, 2 March 2011
Line 25:		Line 25:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	A Quote is created when you wish to provide a Customer or Prospect with a formal price and retain the details for later
		+	reference or conversion to a Cash Sale, Repair, Sales Order, Invoice or POS.
		+
		+	Products, Services and Projects can be added to a Quote, a Follow Up Reminder can be set and pricing can be varied.
		+
		+	'''How To Create a Quote'''
		+
		+	· Select the 'Quote' button displayed within the Sales Tab.
		+	· Select the Customer Name from the drop down list; this will automatically fill the Quote To and Ship To fields.
		+	· If different details are needed, delete the details and add new details.
		+	· Quote To details show the Customer to receive the Quote is being prepared for.
		+	· Ship To details show where the goods will be delivered when the Quote is accepted.
		+
		+	· Add Reference details if the Customer provides them.
		+	· Select the Department from the drop down list.
		+	· Select the date of the Quote if different to the current date.
		+	· Add a Quote No. if you need to use a different one.
		+
		+	· Select the Status of then quote.
		+	· Select the Representative for this customer if different to default Rep.
		+	· Select a Follow Up Date.
		+	· Click on the Choose Template check box if you want to select a Quote Template.
		+
		+	· Select the 'Name' of the product or service from the drop down list.
		+	· Select the 'Units' of measure from the drop down list e.g. metres, litres, hours, kilos etc.
		+	· Add the 'Ordered' quantity for this Quote.
		+
		+	· Cost Inc is automatically inserted from the Product details.
		+	· Price Inc is automatically inserted from the customer price matrix.
		+	· Profit Ex is automatically calculated by ERP.
		+
		+	· The tax 'Code' is inserted by ERP; if required a different code can be selected from the drop down list.
		+	· The tax 'Code' is inserted by ERP.
		+	· The 'Discount' for this item can be added to the Discount ($) field.
		+
		+	· Any relevant notes can be added to the Comments field.
		+	· Related documents or files can be attached to the Quote via the drag and drop process.
		+	· An amount different to the Quote total value can be printed on the Quote. To achieve this, type the amount in the
		+	'Amount to Appear on Printout' field
		+
		+	· The total amount of discount is displayed in the 'Discount Total' field.
		+	· The total amount of markup is displayed in the 'Markup Total' field.
		+	· The 'Sub Total', 'Tax Total' and Quote 'Total' are displayed in their respective fields.
		+
		+	· To Email the Quote to the Customer, click the 'Email' button.
		+	· To Fax the Quote to the Customer, click the 'Fax' button.
		+	· Click the Save button to finish the quote.

Quote - Revision history

Eliza at 23:53, 2 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."