Difference between revisions of "How do I create a stock quotation?"
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I delete old stock quotations?]] |
| − | * [[How do I | + | * [[How do I retrieve a stock quotation?]] |
| − | * [[How do I | + | * [[How do I print and save a stock quotation?]] |
| − | * [[Selling | + | * [[Selling stock in Invoicing and Customer Orders]] |
| − | * [[Selling | + | * [[Selling parts over the counter]] |
{{KB_Tags|create, quotes, quotations, estimates}} | {{KB_Tags|create, quotes, quotations, estimates}} | ||
| − | {{FAQ}}{{KB_ST}} | + | {{FAQ}}{{How}}{{KB_ST}} |
{{KB_Ref|ST09, ST99}} | {{KB_Ref|ST09, ST99}} | ||
Latest revision as of 05:33, 19 June 2019
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 delete old stock quotations?
- How do I retrieve a stock quotation?
- How do I print and save a stock quotation?
- Selling stock in Invoicing and Customer Orders
- Selling parts over the counter
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Tags
ST09, ST99
