Overview

The data entry screen for quoting operates in the same way as a sales order.  The only difference is that stock on hand lines are not affected by the quote.  Different snapshots can be created for each quote and an expiry date entered in the Totals form tab for each snapshot of the quote.  A default number of days can be set for the expiry date of quotes – System Maintenance, Invoicing - DefaultQuoteExpiryDays.  This information can be changed on the quote.   Quotes can be copied and closed from the ribbon.

Normal or back to back sales orders can be created from:-

•  the active quote snapshot on the screen – ribbon, Make Sales Order / Make B2 B Sales Order
•  by entering repeating instructions in the Recurring tab of the Quoting form and running Recurring Orders Processing
• sales order screen ribbon - New > New Invoice from Quote Template or New Invoice from Generic Quote Template

A new quote can be created from:

•  the quote screen ribbon - New Quote
•  the quote screen ribbon - Copy Quote
• the sales order screen ribbon - Utilities, Make Quote from Sales Order

Pricing details remain the same as quoted or can be refreshed with current system pricing.  Once the sales order has been saved, the quote is updated with the status Sales Order.  Double right mouse click over the status field in the quoting form loads the search window to view and select the relevant sales orders.  There is no limit to the number of sales orders that can be created from the one quote.  The originating quote can be loaded from the sales order ribbon - Utilities > Drill to Source Quote xxxxx.

The Totals tab is used to track and set the progress of the quote and this information can be viewed from the Debtor record, Customer Activities, Quotes tab

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