Creating a Repeating Quotation

A repeating quotation is linked to a contact and can be generated several times. It retains its status, irrespective of how many quotations have been generated.

How to Create a Repeating Quotation

Repeating Quotations are created as regular quotations with the status Quotation repeating and are selected from the Status drop-down list at the top right of the quotation card.

Click the arrow next to the New button and select Quotation repeating. You can now create the quotation in the usual way.

How to Create an Individual Quotation Based on a Repeating Quotation

Go to View - Sales/Invoicing - Quotation Registration.
Select Quotation Repeating from the drop-down list at the top right of the quotation card.
Locate the repeating quotation on which you want to base the individual quotation.
Open the Miscellaneous tab and click the Frequency button. This opens the Frequency window.
Select how often the quotation is to be repeated by using the Frequency drop-down list. You also enter Start date, together with either End date or Number of repetitions. The Number field becomes active when the Number of repetitions is selected. You can also stop the quotation by ticking the Stop check box.
Click the Quotation (Transfer) button in the toolbar. This opens the wizard.
This wizard will lead you through all necessary settings and selections. First, select the repeating quotation you wish to transfer, the one currently Active, Query or Frequency.
Click Next when you have read the contents of the welcome screen and h selected the correct alternative. Follow the wizard's instructions.

The repeating quotation has now been registered.

Frequency: Fixed categories for Frequency are added in the Properties Register under View - Settings - Company Settings.