Difference between revisions of "How do I print and save a stock quotation?"
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== Summary == | == Summary == | ||
− | It is possible in Platinum to | + | 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. |
== Details == | == Details == | ||
Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders". | Go to "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}}. |
− | * | + | * Depending on the {{DataPrompt|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 {{KeyPress|F8}} to get to the "Print Details" screen. |
− | *Once selected you can press {{KeyPress|F7}} or click the {{Button|Document}} button this will both print (if selected) and save the quote. | + | * From the "Print Details" screen, you will see the range of Document options from 1 to 8. |
+ | * For a printed quotation, choose {{KeyPress|4}}. | ||
+ | * To store the quotation without print it, choose {{KeyPress|8}}. | ||
+ | * Once selected you can press {{KeyPress|F7}} or click the {{Button|Document}} button this will both print (if selected) and save the quote. | ||
== See also == | == See also == |
Revision as of 09:57, 4 February 2009
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.
Details
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