Difference between revisions of "Quote"
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== 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. | ||
Latest revision as of 10:53, 3 March 2011
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.
