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This text refers to program version 4.3  

Entering a Quotation

FirstOffice provides several shortcuts to simplify your work when entering Quotations. You can for example bring a date into a date field using the 'Paste Special' function. You can also use this function to simplify the entering of Item Numbers, Customer Numbers, Quotation Classes etc.

To enter a new Quotation, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, select a Quotation similar to the one you want to enter, and click [Duplicate] on the Button Bar.

The 'Quotations: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Quotation.

You can also create a Quotation by dragging a Customer from the 'Customers: Browse' window to the 'Quotations: Browse' window. In this case, a new Quotation is opened complete with full Customer information.

!	You are not bound by the values suggested by FirstOffice. For most fields you can change the pre-set values into something that suits you better. Changes made here are valid only for this particular Quotation.

Since the amount of information stored about each Quotation will not fit on a single screen, the 'Quotation: New' window has been divided into five cards. At the top of each is the header. This contains the Quotation Number, the Customer Number and Name, and the Closed check box. 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 have the Dual Base Currency or the Currencies, Languages and Advanced Pricing Value Packs, there will be six cards. A new 'Currency' card containing the Currency and Exchange Rate will be inserted between the 'Items' and 'Del. Terms' cards. This extra card is described here.

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