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

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== Summary ==
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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}}.}}
  
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== Summary ==
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== More Information ==
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It is possible in Platinum to Print a {{ST}} quotation, these do not affect stock levels and does not require payment but does allow you to retrieve them at a later date.
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Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}.
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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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* Enter the stock items in the same way as you would for an invoice.
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* Press {{KeyPress|F7}} or press {{Button|Invoice}}.
  
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== Details ==
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* You should be presented with a {{DataPrompt|Document Control}} popup screen.
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Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
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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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*Enter the customer account code, or [[How do I Find a Customer?|search]] for the customer.
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* Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the quotation.
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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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*You will then be at the "Delivery Address" screen, at this point press {{KeyPress|F8}}.
 
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*This will show a "Print Details" screen, here you will see a range of options from 1 to 8, for a quotation you can select {{KeyPress|4}} for a Quotation with a print or {{KeyPress|8}} for a Quote without a print.
 
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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 Retrieve a Quotation?]]
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* [[How do I create a stock quotation?]]
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* [[How do I delete old stock quotations?]]
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* [[How do I retrieve a stock quotation?]]
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* [[Selling stock in Invoicing and Customer Orders]]
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* [[Selling parts over the counter]]
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{{KB_Tags|create, quotes, quotations, estimates}}
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{{FAQ}}{{How}}{{KB_ST}}
  
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{{FAQ}}{{KB_Tags|Quote, quotation, save, stock, control, sales}}{{KB_ST}}
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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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