Difference between revisions of "How do I retrieve a stock quotation?"
From Catalyst
(New page: {{Review}} == Summary == It is possible in Platinum to retrieve a quotation to turn it into an invoice if the quote is accepted by the customer == Details == *Go into "Systems" -> "Stoc...) |
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== Summary == | == Summary == | ||
| − | + | This article explains how to retrieve a {{ST}} quotation to turn it into an invoice if the quote is accepted by the customer. This is under the assumption that you have created and saved the quotation to begin with! | |
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== Details == | == Details == | ||
| − | *Go into "Systems" -> "Stock Control" -> "Invoicing & Customer Orders" | + | * Go into "Systems" -> "Stock Control" -> "Invoicing & Customer Orders". |
| − | *Enter the account code for the customer in question | + | * Enter the account code for the customer in question, but do not move away from this field. |
| − | *Press {{KeyPress|F3}} | + | * Press {{KeyPress|F3}}. |
| − | *This will bring up a list of retrievable quotations | + | * This will bring up a list of retrievable quotations for that customer. |
| − | * | + | * Move the cursor to point at the quotation in which you are interested. |
| − | *This will then add all the parts the | + | * Press {{KeyPress|F6}} to review the quotation. |
| + | * Press {{KeyPress|F2}} to choose the quotation to transfer to the invoicing page. | ||
| + | * This will then add all the parts to the Invoicing and Customer Orders screen to allow you to invoice them as normal. | ||
== See also == | == See also == | ||
Revision as of 10:03, 4 February 2009
Summary
This article explains how to retrieve a Stock Control quotation to turn it into an invoice if the quote is accepted by the customer. This is under the assumption that you have created and saved the quotation to begin with!
Details
- Go into "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter the account code for the customer in question, but do not move away from this field.
- Press <F3>.
- This will bring up a list of retrievable quotations for that customer.
- Move the cursor to point at the quotation in which you are interested.
- Press <F6> to review the quotation.
- Press <F2> to choose the quotation to transfer to the invoicing page.
- This will then add all the parts to the Invoicing and Customer Orders screen to allow you to invoice them as normal.
See also
