Difference between revisions of "How do I print and save a stock quotation?"
From Catalyst
m |
|||
Line 14: | Line 14: | ||
== See also == | == See also == | ||
− | *[[How | + | *[[How do I Retrieve a Quotation?]] |
+ | *[[How do I Remove Old Quotations?]] | ||
+ | |||
{{FAQ}}{{KB_Tags|Quote, quotation, save, stock, control, sales}}{{KB_ST}} | {{FAQ}}{{KB_Tags|Quote, quotation, save, stock, control, sales}}{{KB_ST}} |
Revision as of 11:54, 24 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