How do I create a stock quotation?

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Summary

This article explains how to create a quotation in " 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 " 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