Difference between revisions of "How do I print and save a stock quotation?"
From Catalyst
(New page: {{Review}}{{Incomplete}} == Summary == It is possible in Platinum to Print a quotation, these do not affect stock levels and does not require payment but does allow you to retieve them a...) |
m |
||
| Line 2: | Line 2: | ||
== Summary == | == Summary == | ||
| − | + | 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. | |
| − | It is possible in Platinum to Print a quotation, these do not affect stock levels and does not require payment but does allow you to | ||
== Details == | == Details == | ||
| − | + | Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders". | |
| − | *Enter the account code for the customer | + | *Enter the customer account code, or [[How do I Find a Customer?|search]] for the customer. |
| − | *Add the list of parts as you would normally when raising an invoice and press {{KeyPress|F7}} | + | *Add the list of parts as you would normally when raising an invoice and press {{KeyPress|F7}}. |
| − | *You will then be at the Delivery | + | *You will then be at the "Delivery Address" screen, at this point press {{KeyPress|F8}}. |
| − | *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 4 for a Quotation with a print or 8 for a Quote without a print | + | *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. |
*Once selected you can press {{KeyPress|F7}} or click the {{Button|Document}} button this will both print (if selected) and save the quote. | *Once selected you can press {{KeyPress|F7}} or click the {{Button|Document}} button this will both print (if selected) and save the quote. | ||
| Line 16: | Line 15: | ||
*[[How Do I Retrieve a Quotation?]] | *[[How Do I Retrieve a Quotation?]] | ||
| − | {{KB_Tags|Quote, save, stock, control, sales}} | + | {{FAQ}}{{KB_Tags|Quote, quotation, save, stock, control, sales}}{{KB_ST}} |
| − | {{KB_ST | ||
Revision as of 10:37, 22 January 2009
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
It is possible in Platinum to Print a Stock Control quotation, these do not affect stock levels and does not require payment but does allow you to retrieve them at a later date.
Details
Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter the customer account code, or search for the customer.
- Add the list of parts as you would normally when raising an invoice and press <F7>.
- You will then be at the "Delivery Address" screen, at this point press <F8>.
- 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 <4> for a Quotation with a print or <8> for a Quote without a print.
- Once selected you can press <F7> or click the [Document] button this will both print (if selected) and save the quote.
See also
