Difference between revisions of "How do I print and save a stock quotation?"
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It is possible in Platinum to print a {{ST}} quotation. This does not affect stock levels and does not require payment but does allow you to store and retrieve them at a later date. | It is possible in Platinum to print a {{ST}} quotation. This does not affect stock levels and does not require payment but does allow you to store and retrieve them at a later date. | ||
| − | == | + | == More Information == |
| − | Go to | + | Go to {{menu|Systems|Stock Control|Invoicing & Customer Orders}}. |
* Enter the customer account code, or [[How do I Find a Customer?|search]] 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}}. | ||
Revision as of 12:32, 16 December 2010
Summary
It is possible in Platinum to print a Stock Control quotation. This does not affect stock levels and does not require payment but does allow you to store and retrieve them at a later date.
More Information
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>.
- Depending on the "Default Invoice Type" stored on the Customer record, you will either see the "Delivery Address" screen or the "Print Details" screen.
- From the "Delivery Address" screen, press <F8> to get to the "Print Details" screen.
- From the "Print Details" screen, you will see the range of Document options from 1 to 8.
- For a printed quotation, choose <4>.
- To store the quotation without print it, choose <8>.
- Once selected you can press <F7> or click the [Document] button this will both print (if selected) and save the quote.
See also
