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This text refers to program version 6.2  

Entering a Quotation

Standard CRM provides several shortcuts to simplify your work when entering Quotations. You can for example bring a date into a date field using the 'Paste Special' function. You can also use this function to simplify the entering of Item Numbers, Customer Numbers, Quotation Classes etc.

To enter a new Quotation, open the 'Quotations: Browse' window as described here and click [New] in the Button Bar or use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcut. Alternatively, highlight a Quotation similar to the one you want to enter, and click [Duplicate] on the Button Bar.

The 'Quotations: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Quotation. Complete the Quotation record as appropriate, then save it using the [Save] button and close the window by clicking the close box. Then, close the browse window using the close box again.

You can also create a Quotation by dragging a Customer from the 'Contacts: Browse' window to the 'Quotations: Browse' window. In this case, a new Quotation will be opened complete with full Customer information.

!	You are not bound by the values suggested by Standard CRM. In most fields you can change the pre-set values into something that suits you better. Such changes are valid only for the Quotation in question.

Since the amount of information stored about each Quotation will not fit on a single screen, the 'Quotation: New' window has been divided into five cards. At the top of each is the header. This contains the Quotation Number, the Customer Number and Name, and the Closed check box. There are five named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer whose Quotation you are working with.

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In this chapter:

• Introduction
  

• Entering a Quotation, includiing:
  
  • Header
    

  • 'Date' card
    

  • 'Items' card
    

  • 'Price List' card
    

  • 'Inv. Address' card
    

  • 'Del. Address' card
  
  
• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations menu

Go back to:

• Home page for Quotations manual
  

• Home page for Standard CRM manual

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