Entering a Contract Quotation - Items Card
Use the grid on the 'Items' card to list the quoted Items. This grid is divided into two horizontal flips, each showing additional columns for the Contract rows. When you click on a flip tab (marked A and B), the two or three right-hand columns are replaced.
To add rows to a Quotation, click in any field in the first blank row and enter appropriate text. To remove a row, click on the row number on the left of the row and press the Backspace key. To insert a row, click on the row number where the insertion is to be made and press Return.
Flip A
- Item
- Paste Special
Item register
- With the cursor in this field, enter the Item Number, Alternative Code or Bar Code for each Item included on the Quotation. Pricing, descriptive and other information will be brought in from the Item record. If you leave this field blank, you can enter any text in the Description field, perhaps using the row for additional comments to be printed on Quotation documentation.
- Qty
- Enter the number of units offered.
- Description
- Default taken from
Item
- This field shows the name of the Item, brought in from the Item register. If you want to add an extra description, you can do so: there is room for up to 100 characters of text. If you need more space, you can continue on the following line.
Flip B
- Item Type
- Paste Special
Item Description Types setting, Contracts module
- This field can be used to classify the Items on the Quotation.
- Sum
- The Base Price (per unit) of the Item.
Footer
- Customer's Price
- The overall price to the Customer can be shown on documentation produced from the Quotation.
- Our Price
- The overall cost price can be shown on documentation produced from the Quotation.
