Entering a Quotation - Header
- No.
- Paste Special
Select from another Number Series
- The Quotation Number: when creating a new Quotation, FirstOffice will enter the next unused number from the first record in the Number Series - Quotations setting. You may change this number, but not to one that has already been used. If you are working in a multi-user environment, the Quotation Number is assigned when you save the Quotation for the first time.
- Customer
- Paste Special
Customers in Customer register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- Name
- The Customer Name is entered after you have entered the Customer Number.
- Closed
- Check this box when the Quotation is no longer required. Orders and Invoices cannot be created from Closed Quotations, which will be excluded from all reports.
