Difference between revisions of "How do I create a stock quotation?"
From Catalyst
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== More Information == | == More Information == | ||
| − | Go to | + | Go to {{Menu|Systems\{ST}}|Invoicing & Customer Orders}}. |
* Enter the Account code of the customer for whom you want to raise the quote. | * 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. | * Enter the stock items in the same way as you would for an invoice. | ||
* Press {{KeyPress|F7}}. | * Press {{KeyPress|F7}}. | ||
| − | {{Note|text=If the {{KeyPress|F7}} takes you to a screen showing the Delivery Address, press {{KeyPress|F8}} to get to the screen described below.}} | + | |
| + | {{Note|title=PLEASE NOTE|text= If the {{KeyPress|F7}} takes you to a screen showing the Delivery Address, press {{KeyPress|F8}} to get to the screen described below.}} | ||
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* You should see the Document Control screen with the following choices: | * You should see the Document Control screen with the following choices: | ||
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== See also == | == See also == | ||
| + | * [[:Category:Getting Started|Getting Started]] | ||
| + | * [[:Category:FAQ|Frequently Asked Questions]] | ||
* [[Getting Started - Stock Control]] | * [[Getting Started - Stock Control]] | ||
* [[How do I Remove Old Quotations?]] | * [[How do I Remove Old Quotations?]] | ||
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{{KB_Tags|create, Quotes, Quotations, estimates}} | {{KB_Tags|create, Quotes, Quotations, estimates}} | ||
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{{FAQ}} {{KB_ST}} | {{FAQ}} {{KB_ST}} | ||
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{{KB_Ref|SO03, ST11, ST17 ST94}} | {{KB_Ref|SO03, ST11, ST17 ST94}} | ||
Revision as of 16:00, 21 August 2013
Summary
This article explains how to create a quotation in Stock Control and then save it.
More Information
Go to " Systems\{ST"|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>.
 | PLEASE NOTE: 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
- Getting Started
- Frequently Asked Questions
- Getting Started - Stock Control
- 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
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Tags
SO03, ST11, ST17 ST94
