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This text refers to program version 6.2  

Number Series - Quotations

Each record in the Quotation register has its own unique identifying number, based on a sequential series. When you enter a new Quotation, the next number in the sequence will be used. If required, you can have a number of such sequences running concurrently, perhaps representing different years, different departments or different quotation types.

Use this setting to define these sequences, or Number Series. The different series should not overlap. If you leave the setting empty, Quotation Numbers will start at 1 and continue consecutively.

When you enter a Quotation record, the next number in the first valid Number Series entered to this setting will be used as a default; change to the first unused number in any other Number Series using 'Paste Special'.

When you double-click 'Number Series - Quotations' in the 'Settings' list in the Contact module, the following window appears:

Enter each required Number Series on the first blank line. The Comment will be shown in the 'Paste Special' list, so enter some text that will help you choose a number from the correct sequence. Then, click the [Save] button in the Button Bar to save the changes. To close the window without saving changes, click the close box.

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Settings concerned with Quotations:

• Introduction
  

• Number Series - Quotations
  

• Quotation Classes
  

• Quotation Mail

Go back to:

• Home page for Quotations manual
  

• Home page for Standard CRM manual

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