Entering a Contract Quotation

To open the Contract Quotation register, first ensure you are in the Contracts module. Then, if you are using Windows or Mac OS X, click the [Registers] button in the Navigation Centre and then double-click 'Contract Quotations' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Contract Quotations' in the 'Registers' list.

The 'Contract Quotations: Browse' window is opened, showing Quotations already entered.

If you are using Windows or Mac OS X, you can change the sort order by clicking on the headings. To reverse any sort, simply click once again on the column heading. The current sort order is marked by the column heading being coloured blue. If you are using iOS or Android, tap on the column heading and choose the sort order you need. Repeat the procedure to reverse the sort.

To enter a new Contract Quotation, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight a Contract Quotation similar to the one you want to enter, and select 'Duplicate' from the same menu. If you don't want to open the 'Contract Quotations: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Contract Quotation: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Contract Quotation. In the case of the duplicate, the Date of the new record will be the current date, not the date from the original Contract Quotation.

Since the amount of information stored about each Contract Quotation will not fit on a single screen, the 'Contract Quotation: New' window has been divided into five cards. At the top of each is the header. This contains the Contract Quotation Number, the Customer Number and Name, and the Contract Number. At the bottom of the screen is the footer which contains various totals. There are five named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer whose Quotation you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see every card except 'Items' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.


The Contract Quotation register in Standard ERP:

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