Details in this tab are updated when a quote or a snapshot of a quote is saved or edited. History Total is the Inc GST value of goods quoted on each snapshot INCLUDING courier and freight charges. Additional information can be set for each snapshot
| Field | Description |
|---|---|
| History No | Snapshot history number. Automatically entered |
| History Date | Initiated date of the quote |
| Quote Total | History Total is the Inc GST value of goods quoted on each snapshot INCLUDING courier and freight charges |
| Expiry Date | Calculated from the History Date plus Expiry Days. Changing date changes Expiry Days |
| Expiry Days | Populated from Invoicing system setting DefaultQuoteExpiryDays. Can be edited and it updates Expiry Date |
| Expected Close Date | Populated with the Expiry Date on creation of the quote. Can be manually updated |
| Opportunity Status | Select from drop down list box |
| Opportunity Stage Reason | Select from drop down list box setup in Opportunity Maintenance form, Opportunity Status Reasons |
| Sales Stage | Select from drop down list box setup in Opportunity Maintenance form, Sales Stages |
| % Complete | Populated from Opportunity Maintenance form, Sales Stages |
| Note | Manually entered additional information as required |
Copyright © 2012 Jiwa Financials. All rights reserved.