Entering a Contract 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.
- Period, Length
- These options are used to specify the period to be covered in a single Invoice, should the Quotation be converted to a Contract. This period can be a certain number of days or months: select the appropriate option and enter the number in the Length field. For example, choosing Days and a Length of 30 will result in Invoices being raised every 30 days, while choosing Months and a Length of 6 gives a single Invoice every 6 months.
- Times
- The length of the proposed Contract (i.e. the number of Invoice periods) can be entered here. Note that this is to be shown on documentation only: it will not be used to calculate the End Date of the Contract.
- 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 on the 'Ser Nos' card of the Person record of the current user.
- Salesman
- Paste Special
Person register, System module
- Default taken from Customer
- The Salesman responsible for the Quotation should be registered here.
