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View - Sales/Invoicing - Quotation Registration
When you click the New button, a window will open which allows you to choose between a Quotation, Repeating quotation and a Quotation template.
If you do not want this dialogue box to open when clicking New, check the box in the lower left corner. You are able to select quotation type later, by using the small black arrow next to the New button. This method is used within the description below.
How to create a standard quotation
Click the black arrow next to the New button and select which quotation type you would like to create.
When you have entered all products, the quotation is ready to be sent to the customer.
Select the type of quotation you want from the Status drop-down list. You then select the name of the customer you want to create a quote for and click OK. The quotation cannot be linked to a contact if you select Quotation template from the Status drop-down list. You can do this by transferring the quote to group quotation after the template is created. If you chose Quotation repeating, from the Status drop-down list, you can repeat quotes for a contact without having to create it several times. You can choose how often you wish to send the quote by using the Frequency button under the Miscellaneous tab.
Tip! You are able to right-click within the fields that contain selection alternatives from the properties register. This selection is called Change in properties register, and will open the properties register in order to make amendments or add new alternatives directly. Example: In Quotation, in the Text tab, right-click in the field next to Select text and click Change in properties register.
Read more about tabs:
Quotation: The Product Lines Tab
Quotation: The Freight tab
Quotation: The Text tab
Quotation: The Miscellaneous Tab
The Quotation Module
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