How do I print and save a stock quotation?
From Catalyst
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Summary
It is possible in Platinum to Print a Stock Control quotation, these do not affect stock levels and does not require payment but does allow you to retrieve them at a later date.
Details
Go to "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter the customer account code, or search for the customer.
- Add the list of parts as you would normally when raising an invoice and press <F7>.
- You will then be at the "Delivery Address" screen, at this point press <F8>.
- This will show a "Print Details" screen, here you will see a range of options from 1 to 8, for a quotation you can select <4> for a Quotation with a print or <8> for a Quote without a print.
- Once selected you can press <F7> or click the [Document] button this will both print (if selected) and save the quote.
See also
