StepsExpiry date and status of the quote and entered in the Totals tab. If the quote is being created as a recurring transaction, the repeating instructions are entered in the Recurring tab.
Steps|
1. |
Sales Order Entry |
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2. |
Create a new quote |
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3. |
Select debtor record |
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4. |
Enter or select part numbers, enter quantities, change prices as required |
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5. |
Add comment lines as needed |
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6. |
Check Back Order Mode, Order Type, Billing Type and change if needed |
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7. |
Check Delivery tab for address details |
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8. |
Review details in Totals tab and select appropriate status, reason and stage. Change expiry date or days. Add Notes if required
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Quoting 