Difference between revisions of "How do I print and save a stock quotation?"
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== Summary == | == Summary == | ||
| − | + | 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. | |
| − | == | + | {{Warning|text=You cannot print and save a quotation for a default account e.g. {{DataPrompt|Counter Sales}}.}} |
| − | Go to | + | |
| − | * | + | == More Information == |
| − | * | + | Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}. |
| − | + | * 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. | |
| − | * | + | * Enter the stock items in the same way as you would for an invoice. |
| − | * | + | * Press {{KeyPress|F7}} or press {{Button|Invoice}}. |
| − | + | ||
| − | + | * You should be presented with a {{DataPrompt|Document Control}} popup screen. | |
| − | * | + | * 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. |
| + | * Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the quotation. | ||
== See also == | == See also == | ||
| − | *[[How | + | * [[How do I create a stock quotation?]] |
| + | * [[How do I delete old stock quotations?]] | ||
| + | * [[How do I retrieve a stock quotation?]] | ||
| + | * [[Selling stock in Invoicing and Customer Orders]] | ||
| + | * [[Selling parts over the counter]] | ||
| + | |||
| + | {{KB_Tags|create, quotes, quotations, estimates}} | ||
| + | {{FAQ}}{{How}}{{KB_ST}} | ||
| − | {{ | + | {{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
- How do I create a stock quotation?
- How do I delete old stock quotations?
- How do I retrieve a stock quotation?
- Selling stock in Invoicing and Customer Orders
- Selling parts over the counter
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Tags
ST09, ST94, ST99
