How do I create a stock quotation?

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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".

  • At "Customer:" enter the account code of the customer you need to create a quotation for.
  • Enter the stock items in the same way as you would for an invoice.
  • Press <F7>.
  • 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