Difference between revisions of "How do I retrieve a stock quotation?"
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(New page: {{Review}} == Summary == It is possible in Platinum to retrieve a quotation to turn it into an invoice if the quote is accepted by the customer == Details == *Go into "Systems" -> "Stoc...) |
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| − | {{ | + | == Summary == |
| + | This article explains how to retrieve a saved {{ST}} [[How do I create a stock quotation?|quotation]]. | ||
| + | |||
| + | == More Information == | ||
| + | Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}. | ||
| + | |||
| + | * At {{DataPrompt|Customer}} enter the account code of the customer you wish to retrieve the quotation for or [[How do I find a customer?|search]] for a customer. | ||
| + | * Remain on the {{DataPrompt|Customer}} field and click {{Button|Quotations}} or press {{KeyPress|F3}}. | ||
| + | * Any quotations saved for that customer will be listed on screen. The details of each will be displayed in the review section on the bottom section of the screen. | ||
| + | * Select the quote to retrieve then click {{Button|Load}} or press {{KeyPress|F2}}. | ||
| + | * You will return to the {{DataPrompt|Customer}} field. Press {{KeyPress|ENTER}} to view the items. | ||
| + | * You may now amend the quote and re-print it, see - [[How do I create a stock quotation?]] or invoice the items as normal. | ||
| + | |||
| + | == Finding a Quotation == | ||
| + | If you are unsure which account a quote has been saved under, you may search through all Quotations. | ||
| + | * At {{DataPrompt|Customer}} press {{KeyPress|F1}} to make sure you are not on the Default Invoice Account code (it doesn't matter which account is now showing). | ||
| − | = | + | {{Tip|text=You may not save quotations against a default invoice account i.e. the Cash or Counter Sales account. You are advised to take the customer details and save them as a new customer record prior to storing a quotation.}} |
| − | + | * Click the {{Button|Quotations}} button at the top of the screen or press {{KeyPress|F3}}. | |
| + | * Make sure you are on the {{DataPrompt|Account}} field and press {{KeyPress|C-U}} to blank out the field. | ||
| + | * Press {{KeyPress|F2}} or click {{Button|Search}} to list all Quotations saved on the system. | ||
| + | * Navigate to the quotation you require, the details of each will be displayed in the review section on the bottom section of the screen, click {{Button|Load}} or press {{KeyPress|F2}}. | ||
| + | * Click enter to move from the customer account field into the items table, to view items listed on your quote. | ||
| + | * This will then add all the parts to the {{Tab|Invoicing & Customer Orders}} screen using the Customer Account the quote was originally saved under. | ||
| − | + | {{Warning|text=Once you have retrieved your quote you must process as an invoice or re-save as a new quote. Exiting the program without doing either will result in the deletion of the quote.}} | |
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== See also == | == See also == | ||
| − | *[[How | + | * [[How do I print and save a stock quotation?]] |
| + | * [[How do I create a stock quotation?]] | ||
| + | * [[How do I delete old stock quotations?]] | ||
| + | * [[Selling stock in Invoicing and Customer Orders]] | ||
| + | * [[Selling parts over the counter]] | ||
| + | |||
| + | {{KB_Tags|quote, retrieve, stock, control, sales}} | ||
| + | {{FAQ}}{{How}}{{KB_ST}}{{ZN_Admin}} | ||
| − | {{ | + | {{KB_Ref|SO03, ST09, ST17 ST94}} |
| − | |||
Latest revision as of 13:57, 8 July 2024
Summary
This article explains how to retrieve a saved Stock Control quotation.
More Information
Go to " Stock Control Invoicing & Customer Orders".
- At "Customer" enter the account code of the customer you wish to retrieve the quotation for or search for a customer.
- Remain on the "Customer" field and click [Quotations] or press <F3>.
- Any quotations saved for that customer will be listed on screen. The details of each will be displayed in the review section on the bottom section of the screen.
- Select the quote to retrieve then click [Load] or press <F2>.
- You will return to the "Customer" field. Press <Enter> to view the items.
- You may now amend the quote and re-print it, see - How do I create a stock quotation? or invoice the items as normal.
Finding a Quotation
If you are unsure which account a quote has been saved under, you may search through all Quotations.
- At "Customer" press <F1> to make sure you are not on the Default Invoice Account code (it doesn't matter which account is now showing).
 | You may not save quotations against a default invoice account i.e. the Cash or Counter Sales account. You are advised to take the customer details and save them as a new customer record prior to storing a quotation. |
- Click the [Quotations] button at the top of the screen or press <F3>.
- Make sure you are on the "Account" field and press <Ctrl+U> to blank out the field.
- Press <F2> or click [Search] to list all Quotations saved on the system.
- Navigate to the quotation you require, the details of each will be displayed in the review section on the bottom section of the screen, click [Load] or press <F2>.
- Click enter to move from the customer account field into the items table, to view items listed on your quote.
- This will then add all the parts to the [Invoicing & Customer Orders] screen using the Customer Account the quote was originally saved under.
 | Once you have retrieved your quote you must process as an invoice or re-save as a new quote. Exiting the program without doing either will result in the deletion of the quote. |
See also
- How do I print and save a stock quotation?
- How do I create a stock quotation?
- How do I delete old stock quotations?
- Selling stock in Invoicing and Customer Orders
- Selling parts over the counter
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Tags
SO03, ST09, ST17 ST94
