CRM ➔ Entries ➔ Print quotations
This screen displays an overview of sales quotations that are ready to be printed. Printed sales quotations are for the customers to check the prices of the items requested and to view the terms and conditions such as the payment method, fulfillment of the items, and other information. Once the customers are satisfied with the prices of the items as well as the terms and conditions, sales orders can then be created. From this overview, you can:
You can filter the sales quotations that you want to display by defining one or more of the following search criteria and clicking Search. The sales quotations that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at Quotation, Ordered by, Delivery to, and Selection code. From the list, make your selection click Select.
Click this to search for entries based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Click this to return to the previous page of entries.
Click this to display the next page of entries.
Select the warehouse of the sales quotations that you want to display. You can select All to search for sales quotations with any warehouse.
Note: This box is available only if you have E-Warehouse management in your license.
Type or select the start date and end date to display sales quotations that were created within that period. Select the All check box to search for sales quotations that were created on any date. By default, the All check box is selected.
Note: Typing or selecting only the start date will display sales quotations that were created on and after the selected date. Typing or selecting only the end date will display sales quotations that were created on and before the selected date.
Type or select the sales quotation number to search for sales quotations with the selected number. You can leave the box blank to search for sales quotations with any sales quotation number.
Type or select the ID or name of the debtor who requested for the sales quotation to search for sales quotations with the selected debtor. You can leave the box blank to search for sales quotations requested by any debtor.
Click Advanced to expand the search criteria. You will see the Delivery to, Your ref., and Selection code boxes.
Click Simple to hide the search criteria.
Type or select the ID or name of the debtor who will be receiving the items in the sales quotations to search for sales quotations with the selected debtor. You can leave the box blank to search for sales quotations with any delivery to debtor.
Type the reference number of the debtor to search for sales quotations with the matching reference number. You can leave this box blank to search for sales quotations with any reference number.
Type or select the selection code of the sales quotation to search for sales quotations with the selected selection code. You can leave this box blank to search for sales quotations with any selection code. You can create selection codes at System ➔ Logistics ➔ Selection codes.
Click this to type a new note or to view the notes that are recorded for the sales quotation. For more information, see Creating and maintaining notes.
Note: This button is enabled only if a sales quotation is selected.
Click this to attach a new document or view the documents that are attached to the sales quotation. For more information, see Overview of attached documents.
Click this to view the financial details of the sales quotation such as the sales margin, credit line, and total amount.
Click this to view the debtor’s transactions. For more information, see Viewing debtor cards.
Click this to view the changes made to the sales quotation.
Note: This button is enabled only if a sales quotation is selected, and available only if you have selected the Logbook check box at System ➔ General ➔ Settings in Order settings under the Entry section.
Click this to export the sales quotation to Microsoft Word. For more information, see Exporting sales quotations to Microsoft Excel.
Click this to print the sales quotation. For more information, see Printing sales quotations.
Click this to view and/or edit the sales quotation. For more information, see Creating and maintaining sales quotations.
Click this to exit.