Difference between revisions of "How do I create a stock quotation?"

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== See also ==
 
== See also ==
* [[How do I Remove Old Quotations?]]
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* [[How do I delete old stock quotations?]]
* [[How do I Retrieve a Quotation?]]
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* [[How do I retrieve a stock quotation?]]
* [[How do I Print and Save a Quotation?]]
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* [[How do I print and save a stock quotation?]]
* [[Selling Stock in Invoicing and Customer Orders]]
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* [[Selling stock in Invoicing and Customer Orders]]
* [[Selling Parts over the Counter]]
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* [[Selling parts over the counter]]
  
 
{{KB_Tags|create, quotes, quotations, estimates}}
 
{{KB_Tags|create, quotes, quotations, estimates}}
{{FAQ}}{{KB_ST}}
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{{FAQ}}{{How}}{{KB_ST}}
  
 
{{KB_Ref|ST09, ST99}}
 
{{KB_Ref|ST09, ST99}}

Latest revision as of 05:33, 19 June 2019

Summary

This article explains how to create a quotation in " Stock Control Invoicing & Customer Orders" and then save it. A quote does not affect stock levels and does not require payment but can be stored and retrieved at a later date.

More Information

Go to " Stock Control Invoicing & Customer Orders".

  • At "Customer", enter or search for the customer's account code.
  • Enter the stock items in the same way as you would for an invoice.
  • Press <F7> or press [Invoice].
  • You should be presented with a "Document Control" popup screen.
  • At "Document type", choose 'Printed Quotation' or 'Quotation With No Printout' depending on whether or not you want to produce a printed copy of the quotation.
  • Press <F7> or the [Document] button to produce the quotation.

See also


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Keywords AND Misspellings
create, quotes, quotations, estimates
Tags

ST09, ST99