How do I print and save a stock quotation?
From Catalyst
Revision as of 11:54, 24 December 2010 by Chris Morrison (talk | contribs)
Summary
It is possible in Platinum to print a Stock Control quotation. This does not affect stock levels and does not require payment but does allow you to store and retrieve them at a later date.
More Information
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>.
- Depending on the "Default Invoice Type" stored on the Customer record, you will either see the "Delivery Address" screen or the "Print Details" screen.
- From the "Delivery Address" screen, press <F8> to get to the "Print Details" screen.
- From the "Print Details" screen, you will see the range of Document options from 1 to 8.
- For a printed quotation, choose <4>.
- To store the quotation without print it, choose <8>.
- Once selected you can press <F7> or click the [Document] button this will both print (if selected) and save the quote.
See also
