Difference between revisions of "How do I create a stock quotation?"
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== Summary == | == Summary == | ||
| − | This article explains how to create a quotation | + | This article explains how to create a quotation in {{ST}} and then save it. |
== More Information == | == More Information == | ||
| − | Go to "Systems" -> " | + | Go to "Systems" -> "{{ST}}" -> "Invoicing & Customer Orders". |
| − | *Enter the Account code of the customer | + | * Enter the Account code of the customer for whom you want to raise the quote. |
| − | *Enter | + | * Enter the stock items in the same way as you would for 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|text=If the {{KeyPress|F7}} takes you to a screen showing the Delivery | + | {{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> | ||
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</pre> | </pre> | ||
| − | * | + | * Choose {{DataValue|4. Print Quotation}} to print a hard copy and then save the quotation. |
| + | * Choose {{DataValue|7. Quotation with No Printout}} to save without printing. | ||
== See also == | == See also == | ||
Revision as of 19:45, 24 July 2009
Summary
This article explains how to create a quotation in Stock Control and then save it.
More Information
Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter the Account code of the customer for whom you want to raise the quote.
- Enter the stock items in the same way as you would for 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
- Choose '4. Print Quotation' to print a hard copy and then save the quotation.
- Choose '7. Quotation with No Printout' to save without printing.
See also
