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.

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.

Once a repeating quotation has been set up, you still have to generate the individual orders.

How to create a repeating quotation and generate individual quotations

Go to View - Sales/Invoicing - Quotation Registration.
Select Quotation Repeating from the drop-down list at the top right of the quotation card.
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. Default categories for Frequency can be set in the Properties register under Settings - Company.

Click Next when you have read the contents of the welcome screen and selected the correct alternative. Follow the wizard's instructions.

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