The Quotation Register
View - Sales/Invoicing - Quotation Registration The View menu
Read more about Important Tools for information on the other buttons in the toolbar.
Duplicate: Launches the wizard
for duplication of quotation/order/invoice.
Order Hierarchy: The Order
Hierarchy button gives a hierarchical overview of orders/quotations
with invoice numbers/credit note numbers.
Order: Transfers the quotation
by creating an order.
Create Activities:
By clicking the arrow button, you can choose to Call
a Contact or Send e-mail to contact.
An activity linked to the quotation is created.
Advanced Quotation Printouts: Transfers the quotation
printouts to Microsoft Word where they can be edited. The button gives
you access to documents in the document list which are linked to the quotation.
User Settings:
Opens the user settings for quotations. Use the arrow button to open the
Company Settings for Sales and Invoicing.
Print: The quote can be sent to
the printer, e-mail or fax, be transferred to Microsoft Office Word or
to the Print Preview screen. If you have installed a PDF-printer you can
transfer the quotation to the PDF format as a file.
Status: The drop-down list displays the current status of the quotation. You can navigate through the different registers by using the drop-down list. The list contains the statuses Quotation Cancelled, Lost Sale, Quotation, Quotation Repeating, Quotation Template and Group Quotation. Read more in The Status Drop-Down List.
Probability of sale: This drop-down list is used in connection with sales forecast. Select one of the states (lead, needs analysis, meeting, contract and waiting for information) for the quotation and the percentage field will update accordingly. You can create your own statuses. Read more in Company Settings for the Properties Register. Also read About sales forecast.
Address: From the drop-down list, you can choose between the recipient's Invoice address and Delivery address.
Valid until: Click the search button to the right of the field to select a date when the quotation will no longer be valid.
Date of quotation: Click the search button to the right of the field to select a date when the quotation was issued.
Date of production: Click the search button to the right of the field if you wish to enter a date when the product (s) were produced. This field has a purely informative purpose and can for instance be used if your company sells perishable products.
Date of delivery: Click the search button to the right of the field to select a delivery date.
Currency: From this drop-down list you can choose between the most commonly used currencies. You can click the search button in order to open the Currency window which allows you to choose from a complete list of currencies. Read more in Currency.
Payment terms: Select which payment term will be used for the quotation. If you select the option Visa, you will be able to click the search button to the right of the list and specify further information about credit card payment. Read more in Credit Card Details.
Project: From this drop-down list, you can choose to link the quotation to one of the projects that you have registered in the project register.
Our ref.: Via this drop-down list you can assign an employee from the employee register as responsible for the quotation.
Your ref.: Enter the name of the person or company who will receive the quotation. You can also click the search button if you want to select a contact person who has already been registered within the system's contact register.
Reference: In this field you can enter a reference code that can later be used to manage or filter your quotations.
Tabs in Quotation
Quotation: The Product Lines Tab
Quotation: The Miscellaneous Tab
Read more about: