Author: support 4Reference Number: AA-02791Created: 2021-06-28 17:57Last Updated: 2022-07-13 14:26
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Overview of the Sales Quotes Screen
'Quotes screen' is a comprehensive screen that stores and displays every significant information about a Quote transaction all on one screen. It is divided into four (4) main sections to organize data and functions:
Main Fields (section)
Bill To - The entity who will pay for the order.
Ship To - The entity who will receive the order.
Quotation # - Record numbering type can be set at Settings>System>Record Numbering as manual, sequential or date format.
Sales Order # - The Sales Order related to the Quote.
Expiration Date - Determines when the Quote expires.
Type of Quote
Warehouse - Where items will come from before delivery to customers.
Quote Date - The date the Quote was created.
Customer PO # - The Purchase Order # on the Customer's purchase document. (Optional) For document tracking purposes.
Entered By - Creator of the Quote.
Payment Terms - Payment terms and conditions you set as the seller.Pre-define your Payment Terms settings according to your company set conditions. Go to Settings>Sales>General Sales Settings>Payment terms (section).
Sales Rep - The Sales Representative who communicated the sale.
Order Source - Where an order originated from.
Shipped Via - The shipping method.
Contact
Email
Job ID - The Job record related to the Quote.
Add/Edit Line Item (section)
Audit Log icon - Lets you view all updates (and details) made on this section.
Gear icon - Click to view all Column Filters on this section. You may check/uncheck to show/hide these fields.
Double Arrow Down icon - Click to show Line 2 fields.
Double Arrow Up icon - Click to hide Line 2 fields.
Commit Line Item button - Click to validate and save any data input or changes on the Add/Edit Line Item table. This button turns red when you need to do so.
Tabs (section) - see below.
Comments - Put any notes related to this quote.
Payment Info
Pictures
Custom Fields - Set your customized fields at Settings (gear icon, top right corner) > Custom Fields.
Related Back Orders
Other
Footer (section)
New (button) - To create a new Sales Quote record.
Delete (button) - To delete that Quote screen.
Refresh (button)
Create Sales Order (button) - To auto create Sales Order related to this quote.
Send Email (button) - To easily send email about this quote to your clients.
Print (button) - To print this quote. Can set needed print copies and various settings according to your requirements.
Follow Up (button)
Function (button)
Save (button) - To save the actions/changes made on that screen.
Help (button) - Leads you to self-help articles about the Sales Order screen.
icon - Lets you view all updates (and details) made on this section.
icon - Click to view all Column Filters on this section. You may check/uncheck to show/hide these fields.
icon - Click to show Line 2 fields.
icon - Click to hide Line 2 fields.
button - Click to validate and save any data input or changes on the Add/Edit Line Item table. This button turns red when you need to do so.