Difference between revisions of "How do I create a stock quotation?"
From Catalyst
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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 {{ST}} and then save it. | ||
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== More Information == | == More Information == | ||
Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. | Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. | ||
| − | * | + | * 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}}. | ||
| − | {{ | + | * You should be presented with a {{DataPrompt|Document Control}} popup screen. |
| − | + | * 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. | |
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== See also == | == See also == | ||
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{{KB_Tags|create, Quotes, Quotations, estimates}} | {{KB_Tags|create, Quotes, Quotations, estimates}} | ||
{{FAQ}} {{KB_ST}} | {{FAQ}} {{KB_ST}} | ||
| − | {{KB_Ref| | + | {{KB_Ref|ST09, ST99}} |
Revision as of 09:46, 24 August 2015
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Summary
This article explains how to create a quotation in Stock Control 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>.
- 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
