Difference between revisions of "How do I create a stock quotation?"
From Catalyst
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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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* [[How do I Retrieve a Quotation?]] | * [[How do I Retrieve a Quotation?]] | ||
* [[How do I Print and Save a Quotation?]] | * [[How do I Print and Save a Quotation?]] | ||
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* [[Selling Stock in Invoicing and Customer Orders]] | * [[Selling Stock in Invoicing and Customer Orders]] | ||
* [[Selling Parts over the Counter]] | * [[Selling Parts over the Counter]] | ||
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{{KB_Tags|create, Quotes, Quotations, estimates}} | {{KB_Tags|create, Quotes, Quotations, estimates}} | ||
{{FAQ}} {{KB_ST}} | {{FAQ}} {{KB_ST}} | ||
{{KB_Ref|SO03, ST11, ST17 ST94}} | {{KB_Ref|SO03, ST11, ST17 ST94}} | ||
Revision as of 14:36, 11 October 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?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
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Tags
SO03, ST11, ST17 ST94
