How do I create a stock quotation?
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Revision as of 19:45, 24 July 2009 by Charles Allison (talk | contribs)
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".
- Enter the Account code of the customer for whom you want to raise the quote.
- Enter the stock items in the same way as you would for an invoice.
- Press <F7>.
- This should take you to a document control screen with the following choices:
 | If the <F7> takes you to a screen showing the Delivery Address, press <F8> to get to the screen described below. |
Print Details 1. Full Invoice/Credit Note Payment : Y 2. Slip Print 3. Pro Forma Invoice 4. Print Quotation 5. Advice Note 6. No Printout 7. Quotation with No Printout 8. Picking List
- Choose '4. Print Quotation' to print a hard copy and then save the quotation.
- Choose '7. Quotation with No Printout' to save without printing.
See also
