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

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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 or [[How do I Find a Customer?|search]] for the customer's account code.
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* At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|search]] for the customer's account code.
 
* 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}} or press {{Button|Invoice}}.
 
* Press {{KeyPress|F7}} or press {{Button|Invoice}}.

Revision as of 06:29, 8 January 2019

Summary

This article explains how to create a quotation in " Systems\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 " Systems 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