How do I create a quotation for a prospect?

Summary

The following article explains how to create a quotation for prospects in the Sales Prospecting module.

Go to " Sales Prospecting Add or Edit Prospects"
Search for an exist prospect or create a new one.
Click on [Edit] to bring up the prospect's details.
Press <F4> to open the Enter/Amend Quotations window.
There are two main methods for adding information to the quote, one is to enter details as freetype text and prices the other is to use details from the Stock Control system.

Under the "Text" heading you can enter freetype text details that you wish to appear on the quote. This can be as short or as long as you wish.
Press enter when you have finished entering the text information to move across to the "Nett" column where you can enter a price for the freetype information, this could be the price for a text line, a paragraph or even a price for the whole quote.

If you have the Stock Control system you can add the details of stock items to a quote.
Under the "Text" heading press <Shift+F3> to open the Quotation Line Detail screen.
Enter a stock Code or search for an existing stock code.
Enter the quantity in the "Quantity" field.
If the stock code you have chosen is a single item press <Shift+F2> to copy the item's description and price to the quote.
If the stock code you have chosen is a kit press <Ctrl+F2> to copy the details of the kit and its components to the quote.

Once you have added all the details to the quote press <F2> to print the quote and then click [Accept] to save the quotation against the prospect.
If you just want to save the quotation and not print it press <Shift+F7>.