Entering a Quotation - Date Card
- Date
- Paste Special
Choose date
- The date of the Quotation: the current date according to the computer's clock is used as a default.
- Valid Until
- Paste Special
Choose date
- The last date of validity of this Quotation. This can be shown on any documentation relating to the Quotation.
- Make Contact
- Paste Special
Choose date
- As a reminder, enter the date on which the Customer is next to be contacted regarding this Quotation.
- You can use the Make Contact Date can be used as a search criterion in the Quotation Journal report: you can therefore use this report to produce daily call sheets.
- If you have the CRM and Mail Value Pack, you can use Activities both to produce daily 'to do' lists and to maintain contact histories. This Value Pack adds a 'Create Activity' function to the Operations menu. You can generate Activities from Quotations using this extra function: the Make Contact Date of the Quotation will be copied to the Start Date of such Activities, thus ensuring that follow-up calls are correctly scheduled.
- Pay Terms
- Paste Special
Payment Terms setting, Sales/Purchase Ledger
- Default taken from Customer (Sales Pay. Terms)
- The Payment Terms registered for this Customer in the Customer register are entered as a default by FirstOffice. These will be transferred to any Orders and Invoices raised from the Quotation. In addition simply to ensuring that the correct Payment Terms appear on Invoices, entering basic Payment Terms records using the Sales Ledger setting can enable a system of early settlement discounts to be established.
- Salesman
- Paste Special
Person register, System module
- Default taken from Customer
- Register the Salesman responsible for the Quotation here. Quotation Journal reports can be produced for each Salesman and, once converted into an Order or Invoice, there are many reports in the Sales Orders and Sales Ledger modules that can be broken down by Salesman.
- Probability
- Use this field to record the percentage probability that an Order will result from the Quotation.
- Our Ref
- Use this field if you need to identify the Quotation by means other than the Quotation Number. A default will be taken from the Our Ref field in the Person record of the current user. References entered here will appear on any Orders and Invoices created from the Quotation.
- Attn.
- Paste Special
Contact Person register, Sales Support module
- Default taken from Customer
- Record here the person for whose attention this Quotation is to be marked. The 'Paste Special' list will show all available Contact Persons for the current Customer.
- Qtn Class
- Paste Special
Quotation Classes setting, Quotations module
- An optional Quotation Class for the record. Quotation Classes permit the analysis of Quotations for reporting or prioritising. One use might be to distinguish those that are open, won or lost.
