How do I create a stock quotation?

Summary

This article explains how to create a quotation in " Stock Control Invoicing & Customer Orders" and then save it. A quote does not affect stock levels and does not require payment but can be stored and retrieved at a later date.

More Information

Go to " Stock Control Invoicing & Customer Orders".

• At "Customer", enter or search for the customer's account code.
• Enter the stock items in the same way as you would for an invoice.
• Press <F7> or press [Invoice].

• You should be presented with a "Document Control" popup screen.
• At "Document type", choose 'Printed Quotation' or 'Quotation With No Printout' depending on whether or not you want to produce a printed copy of the quotation.
• Press <F7> or the [Document] button to produce the quotation.

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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Keywords AND Misspellings

create, quotes, quotations, estimates

Tags

ST09, ST99