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 in {{ST}} and then save it. | + | This article explains how to create a quotation in {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}} and then save it. |
== More Information == | == More Information == | ||
Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. | Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. | ||
| − | * At {{DataPrompt|Customer | + | * At {{DataPrompt|Customer}} enter the account code of the customer you need to create a quotation for. |
* Enter the stock items in the same way as you would for an invoice. | * Enter the stock items in the same way as you would for an invoice. | ||
| − | * Press {{KeyPress|F7}}. | + | * Press {{KeyPress|F7}} or press {{Button|Invoice}}. |
* You should be presented with a {{DataPrompt|Document Control}} popup screen. | * You should be presented with a {{DataPrompt|Document Control}} popup screen. | ||
| − | * At {{DataPrompt|Document type | + | * At {{DataPrompt|Document type}}, choose {{DataValue|Printed Quotation}} or {{DataValue|Quotation With No Printout}} depending on whether or not you want to produce a printed copy of the quotation. |
* Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the quotation. | * Press {{KeyPress|F7}} or the {{Button|Document}} button to produce the quotation. | ||
Revision as of 10:07, 2 September 2015
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Summary
This article explains how to create a quotation in " Systems\Stock Control Invoicing & Customer Orders" and then save it.
More Information
Go to " Systems\Stock Control Invoicing & Customer Orders".
- At "Customer" enter the account code of the customer you need to create a quotation for.
- 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
- How do I Remove Old Quotations?
- How do I Retrieve a Quotation?
- How do I Print and Save a Quotation?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
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Tags
ST09, ST99
