Difference between revisions of "How do I print and save a stock quotation?"

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== Summary ==
 
== Summary ==
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It is possible in Platinum to print a {{ST}} quotation. This does not affect stock levels and does not require payment but does allow you to store and retrieve them at a later date.
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This article explains how to create a quotation in {{Menu|{{ST}}|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.
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{{Warning|text=You cannot print and save a quotation for a default account e.g. {{DataPrompt|Counter Sales}}.}}
  
 
== More Information ==
 
== More Information ==
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Go to {{menu|Systems|Stock Control|Invoicing & Customer Orders}}.
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Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}.
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* Enter the customer account code, or [[How do I Find a Customer?|search]] for the customer.
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* At {{DataPrompt|Customer}} enter the account code of the customer for whom you wish to create a quotation or [[How do I find a customer?|search]] for a customer.
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* Add the list of parts as you would normally when raising an invoice and press {{KeyPress|F7}}.
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* Enter the stock items in the same way as you would for an invoice.
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* Depending on the {{DataPrompt|Default Invoice Type}} stored on the Customer record, you will either see the "Delivery Address" screen or the "Print Details" screen.  
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* Press {{KeyPress|F7}} or press {{Button|Invoice}}.
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* From the "Delivery Address" screen, press {{KeyPress|F8}} to get to the "Print Details" screen.
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* From the "Print Details" screen, you will see the range of Document options from 1 to 8.
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* You should be presented with a {{DataPrompt|Document Control}} popup screen.
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* For a printed quotation, choose {{KeyPress|4}}.
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* At {{DataPrompt|Document type}}, choose {{DataValue|Printed Quotation}} or {{DataValue|Quotation With No Printout}} depending on whether or not you want to produce a printed copy of the quotation.
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* To store the quotation without print it, choose {{KeyPress|8}}.
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* Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the quotation.
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* Once selected you can press {{KeyPress|F7}} or click the {{Button|Document}} button this will both print (if selected) and save the quote.
 
  
 
== See also ==
 
== See also ==
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* [[How do I Create a Quotation?]]
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* [[How do I create a stock quotation?]]
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* [[How do I Retrieve a Quotation?]]
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* [[How do I delete old stock quotations?]]
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* [[How do I Remove Old Quotations?]]
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* [[How do I retrieve a stock quotation?]]
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* [[How do I Print and Save a Quotation?]]
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* [[Selling stock in Invoicing and Customer Orders]]
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* [[How do I store and use a Delivery Address?]]
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* [[Selling parts over the counter]]
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* [[Selling Stock in Invoicing and Customer Orders]]
 
  
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{{FAQ}}{{KB_Tags|Quote, quotation, save, stock, control, sales}}{{KB_ST}}
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{{KB_Tags|create, quotes, quotations, estimates}}
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{{FAQ}}{{How}}{{KB_ST}}
  
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{{KB_Tags|ST94}}
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{{KB_Ref|ST09, ST94, ST99}}

Latest revision as of 10:07, 10 January 2020

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.

You cannot print and save a quotation for a default account e.g. "Counter Sales".

More Information

Go to " Stock Control Invoicing & Customer Orders".

  • At "Customer" enter the account code of the customer for whom you wish to create a quotation or search for a customer.
  • 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


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Keywords AND Misspellings
create, quotes, quotations, estimates
Tags

ST09, ST94, ST99

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