Difference between revisions of "How do I create a stock quotation?"
From Catalyst
m |
|||
| Line 4: | Line 4: | ||
This article explains how to create a quotation within stock control and save it accordingly. | This article explains how to create a quotation within stock control and save it accordingly. | ||
| − | == | + | == More Information == |
| − | + | Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders". | |
*Enter the Account code of the customer that you want to raise the quote for. | *Enter the Account code of the customer that you want to raise the quote for. | ||
*Enter all stock to the screen in the same way as you would raise an invoice. | *Enter all stock to the screen in the same way as you would raise an invoice. | ||
| − | *Press {{KeyPress|F7}} | + | *Press {{KeyPress|F7}}. |
*This should take you to a document control screen with the following choices: | *This should take you to a document control screen with the following choices: | ||
| − | {{Note | + | {{Note|text=If the {{KeyPress|F7}} takes you to a screen showing the Delivery address press {{KeyPress|F8}} to get to the screen described below.}} |
<pre> | <pre> | ||
| Line 33: | Line 33: | ||
*[[How do I store and use a Delivery Address?]] | *[[How do I store and use a Delivery Address?]] | ||
| − | {{KB_Tags|create, Quotes, Quotations, estimates}} | + | {{FAQ}}{{KB_Tags|create, Quotes, Quotations, estimates}}{{KB_ST}} |
| − | {{KB_ST | ||
Revision as of 15:50, 29 June 2009
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to create a quotation within stock control and save it accordingly.
More Information
Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter the Account code of the customer that you want to raise the quote for.
- Enter all stock to the screen in the same way as you would raise an invoice.
- Press <F7>.
- This should take you to a document control screen with the following choices:
 | If the <F7> takes you to a screen showing the Delivery address press <F8> to get to the screen described below. |
Print Details 1. Full Invoice/Credit Note Payment : Y 2. Slip Print 3. Pro Forma Invoice 4. Print Quotation 5. Advice Note 6. No Printout 7. Quotation with No Printout 8. Picking List
- If you require a print and save the quotation arrow key down to '4. Print Quotation', if you only need to save arrow key to '7. Quotation with No Printout'
See also
