Defining Quotes

Header details determine the billing type and back order mode of the quote.  The header details are always displayed regardless of the active tab selected.  The tabs available in the Quote form are:

• Main - main data entry screen that details stock items, prices, tax and value of the snapshot currently selected for the quote. The Total for the quote including any freight and courier charges is displayed
• Delivery - delivery address and courier details for each snapshot of the quote.  Different details can be entered or selected for each snapshot. Freight Forwarder information can be entered into this tab
• Cash Sales - the name and address of the debtor for quote.  Can be used when a generic quote is being created
• Totals- a snapshot history of the quote that displays total dollar value of each snapshot together with the sales conversation status of the quote
• Debtor - current gross account details for the debtor - credit limit, current amount owing and value of the snapshot being quoted
• Recurring – repeating instructions for the quote where it is being used as a template for recurring sales orders
• Custom – database defined custom fields, where they have been created for that database
• Documents – details documents attached to the quote that can be opened or emailed out
• Notes – details notes entered for the quote to provide a historical record
• To-Do's - displays Tasks that have been created for this quote depending on the filter selected e.g. Today + Overdue

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