Difference between revisions of "How do I create a stock quotation?"
From Catalyst
(→See also) |
(→See also) |
||
| Line 34: | Line 34: | ||
* [[How do I store and use a Delivery Address?]] | * [[How do I store and use a Delivery Address?]] | ||
* [[Selling Stock in Invoicing and Customer Orders]] | * [[Selling Stock in Invoicing and Customer Orders]] | ||
| + | * [[Selling Parts over the Counter]] | ||
| + | * [[Creating a Stock Item]] | ||
{{KB_Tags|create, Quotes, Quotations, estimates}} | {{KB_Tags|create, Quotes, Quotations, estimates}} | ||
Revision as of 10:48, 12 August 2013
Summary
This article explains how to create a quotation in Stock Control and then save it.
More Information
Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter the Account code of the customer for whom you want to raise the quote.
- Enter the stock items in the same way as you would for an invoice.
- Press <F7>.
 | If the <F7> takes you to a screen showing the Delivery Address, press <F8> to get to the screen described below. |
- You should see the Document Control screen with the following choices:
Print Details 1. Full Invoice/Credit Note Payment : Y 2. Slip Print 3. Pro Forma Invoice 4. Print Quotation 5. Advice Note 6. No Printout 7. Quotation with No Printout 8. Picking List
- Choose '4. Print Quotation' to print a hard copy and then save the quotation.
- Choose '7. Quotation with No Printout' to save without printing.
See also
- How do I Remove Old Quotations?
- How do I Retrieve a Quotation?
- How do I Print and Save a Quotation?
- How do I store and use a Delivery Address?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
- Creating a Stock Item
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
SO03, ST11, ST17 ST94
