Use this document to print Quotations to be sent to Customers.
Enter a Quotation Number or a range of Quotation Numbers separated by a colon to select the records for printing. You must specify a Quotation Number or range of Quotation Numbers: if you leave this field empty, no documents will be printed.
You can also print the document by clicking on the Printer icon when viewing a Quotation record, or print it to screen by clicking the Preview icon.
You can use the following fields when you design the Form to be used by the Quotation document:
| Field in Form | Prints (from Quotation record) |
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| Header Fields (these print once per Quotation) |
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| Address | Name (if you are using the Organisation Name option in the Form Settings setting) and Invoice To Address. This information will be printed on separate lines, so you should specify a Vertical Spacing for this field |
| Address 1 | Attn. |
| Address 2 | First line of Invoice Address |
| Address 3 | Second line of Invoice Address |
| Address 4 | Third line of Invoice Address |
| Address 5 | Fourth line of Invoice Address |
| Address 6 | Fifth line of Invoice Address |
| Address from the users Contact card | First three lines of the Invoice Address from the Contact record of the Salesman. This will be printed on separate lines, so you should specify a Vertical Spacing for this field |
| Address Name | First line of the Delivery Address |
| Address with Attention | Name, Attn. and Invoice To Address. This information will be printed on separate lines, so you should specify a Vertical Spacing for this field |
| Amount in Text | Prints the TOTAL as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Quotation or, if that is blank, the Language in the current user's Person record on in the Company Info setting |
| Amount in Text, Basecurrency 1 | Prints the TOTAL converted to Base Currency 1 as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Quotation or, if that is blank, the Language in the current user's Person record on in the Company Info setting. You can only use this field if you have the Currencies & Languages Value Pack |
| Customer Fax Number | Fax from the Quotation or, if blank, from the Contact record for the Customer |
| Class | Quotation Class |
| Comment | Comment |
| Currency | Currency. You can only use this field if you have the Currencies & Languages Value Pack |
| Customer Name | Name |
| Customer Name, jewellery | Prints Salutation 1 + Salutation 2 + Salutation 3 + ANA Code from the Contact record for the Customer, separated by spaces |
| Customer Number | Customer |
| Customer Telephone Number | Telephone from the Quotation or, if blank, from the Contact record for the Customer |
| Department | Department from the Contact record for the Customer |
| Delivery Address | Delivery Address. The first line will only be printed if you are using the Organisation Name option in the Form Settings setting. This information will be printed on separate lines, so you should specify a Vertical Spacing for this field |
| E-mail | Email Address from the Salesman's Person record |
| E-mail Customer | E-mail from the Contact record for the Customer |
| Fax from the users Contact card | Fax from the Contact record of the Salesman |
| Invoice To Address 1 | Second line of the Delivery Address |
| Invoice To Address 2 | Third line of the Delivery Address |
| Invoice To Address 3 | Fourth line of the Delivery Address |
| Invoice To Address 4 | Fifth line of the Delivery Address |
| Invoice To Address 5 | Sixth line of the Delivery Address |
| Invoice To Name | First line of the Delivery Address |
| Mobile | Mobile from the Contact record for the Customer |
| Mobile from the users Contact card | Mobile from the Contact record of the Salesman |
| Note | Prints the text of the first Note attached to the Quotation. If you specify a Field Argument, the Note whose Comment is the same as the Field Argument will be printed |
| Number | No. |
| Our Reference | Our Ref. |
| Payment Terms | The Text from the Payment Term record |
| Phone from the users Contact card | Telephone from the Contact record of the Salesman |
| Quotation Date | Date |
| Quotation Date (Hijri) | Date (Hijri calendar) |
| Salesman A | Salesman |
| Salesman Name | Name from the Salesman's Person record |
| Sign E-mail | E-mail from the Contact record of the Person who created the Quotation record |
| Sign Fax | Fax from the Contact record of the Person who created the Quotation record |
| Sign Mobile | Mobile from the Contact record of the Person who created the Quotation record |
| Sign Name | Name from the Contact record of the Person who created the Quotation record |
| Sign Phone | Telephone from the Contact record of the Person who created the Quotation record |
| Signature | Signature of the Person who created the Quotation record |
| Subtotal in Base Currency 1 | Subtotal, converted to Base Currency 1 (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting). You can only use this field if you have the Currencies & Languages Value Pack |
| Subtotal in Base Currency 2 | Subtotal, converted to Base Currency 2 (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting). You can only use this field if you have the Currencies & Languages Value Pack |
| Subtotal with VAT | Subtotal + VAT |
| Subtotal without discount | Sum of (Qty * Unit Price) for each row (number of decimal places determined by the data, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| Sum | Subtotal (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| To Pay | TOTAL (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| To Pay in Text | Prints the TOTAL as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Quotation or, if that is blank, the Language in the current user's Person record on in the Company Info setting |
| Total Discount | (Sum of (Qty * Unit Price) for each row) - Subtotal (number of decimal places determined by the data, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| Total Volume | Sum of (Qty * Item Volume from the Item record) for each row (two decimal places) |
| Total Weight | Sum of (Qty * Weight from the Item record) for each row (two decimal places) |
| User Date Customer 1 | The first user defined date field in the Contact record for the Customer |
| User Date Customer 2 | The second user defined date field in the Contact record for the Customer |
| User Date Customer 3 | The third user defined date field in the Contact record for the Customer |
| User Text Customer 1 | The first user defined text field in the Contact record for the Customer |
| User Text Customer 2 | The second user defined text field in the Contact record for the Customer |
| User Text Customer 3 | The third user defined text field in the Contact record for the Customer |
| User Text Customer 4 | The fourth user defined text field in the Contact record for the Customer |
| User Text Customer 5 | The fifth user defined text field in the Contact record for the Customer |
| User Value Customer 1 | The first user defined value field in the Contact record for the Customer (two decimal places) |
| User Value Customer 2 | The second user defined value field in the Contact record for the Customer (two decimal places) |
| User Value Customer 3 | The third user defined value field in the Contact record for the Customer (two decimal places) |
| Valid Until Date | Valid Until |
| Valid Until Date (Hijri) | Valid Until (Hijri calendar) |
| VAT | VAT (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| VAT Reg. Number | VAT Reg. No. |
| Your (customers) Reference | Attn. |
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| Row Fields (these print once per row, so remember to specify a Vertical Spacing) |
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| Alternative Code | Alternative Code from the Item record |
| Amount Rounded | Sum rounded to the nearest whole number |
| Catalog Serialnumber (K-xxxx) | If the first character of the Item Number is "K", prints the No. of the Quotation with "K-" as a prefix. Otherwise, prints the No. |
| Commodity Code | Commodity Code from the Item record |
| Depth | Item Depth from the Item record |
| Description 1 | Description |
| Discount | % |
| Discount Specification | % formatted as a negative percentage. For example, if the % is "5", it will be printed as "-5%" |
| Height | Item Height from the Item record |
| Item Barcode BC39 | Barcode or Item Number from the Item record, printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font |
| Item Barcode EAN 13 | Barcode or Item Number from the Item record, printed using the EAN 13 barcode format. You should give this field a Style that uses an appropriate EAN 13 barcode font |
| Item Code | Item |
| Item Code 2 | Item |
| Item Price | If the prices in a Quotation include VAT (e.g. it has a Price List that is Inclusive of VAT), this field will print the Unit Price including discount but excluding VAT. If the prices in a Quotation do not include VAT, it will print the Unit Price excluding discount but including VAT. |
| | Usually, the figure will obey the Default for Currency rounding rules set in the Round Off setting. However, you can overrule this by specifying a Field Argument for this field. For example, to round to one decimal place, enter "1" as the Field Argument, or to round to the nearest ten, enter "-1". |
| | You should set the Format to 1 in this field |
| Price Factor | Price Factor |
| Price in Base Currency 1 | Unit Price in Base Currency 1 (two decimal places) (prints blank if zero). You can only use this field if you have the Currencies & Languages Value Pack |
| Price in Base Currency 2 | Unit Price in Base Currency 2 (two decimal places) (prints blank if zero). You can only use this field if you have the Currencies & Languages Value Pack |
| Price in Base Currency 1, row | Sum in Base Currency 1 (two decimal places) (prints blank if zero). You can only use this field if you have the Currencies & Languages Value Pack |
| Price in Base Currency 2, row | Sum in Base Currency 2 (two decimal places) (prints blank if zero). You can only use this field if you have the Currencies & Languages Value Pack |
| Price including Discount, row | Unit Price less discount (two decimal places, decimal places will be cut if so specified in the relevant record in the Values in Text setting) (prints blank if zero) |
| Price per Unit (incl. Price Factor) | Unit Price / Price Factor (if there is a Price Factor) or Unit Price (otherwise) (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| Quantity | Qty (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| Row Number | Row number (only printed if a row has an Item). You should set the Format to 1 in this field |
| Row Sum | Sum (number of decimal places as in the Quotation record, decimal places will be cut if so specified in the relevant record in the Values in Text setting) |
| Row Sum with VAT | Sum + row VAT (two decimal places) (prints blank if the Sum is blank). You should set the Format to 1 in this field |
| Unit | If the Item has a Unit, the Comment from the Unit record |
| Unit Code | Unit |
| User Date Item 1 | The first user defined date field in the Item record |
| User Date Item 2 | The second user defined date field in the Item record |
| User Date Item 3 | The third user defined date field in the Item record |
| User Text Item 1 | The first user defined text field in the Item record |
| User Text Item 2 | The second user defined text field in the Item record |
| User Text Item 3 | The third user defined text field in the Item record |
| User Text Item 4 | The fourth user defined text field in the Item record |
| User Text Item 5 | The fifth user defined text field in the Item record |
| User Value Item 1 | The first user defined value field in the Item (two decimal places) |
| User Value Item 2 | The second user defined value field in the Item record (two decimal places) |
| User Value Item 3 | The third user defined value field in the Item record (two decimal places) |
| VAT Code | V-Cd |
| VAT Value, row | Row VAT (two decimal places) (prints blank if the Sum is blank). You should set the Format to 1 in this field |
| VAT Value in Base Currency 1, row | Row VAT in Base Currency 1 (two decimal places) (prints blank if zero). You can only use this field if you have the Currencies & Languages Value Pack |
| VAT Value in Base Currency 2, row | Row VAT in Base Currency 2 (two decimal places) (prints blank if zero). You can only use this field if you have the Currencies & Languages Value Pack |
| VAT %, row | Row VAT rate, from the VAT Code (prints blank if the Sum is blank). You should set the Format to 1 in this field |
| Volume | Item Volume from the Item record |
| Volume, row | Qty * Item Volume from the Item record |
| Weight | Qty * Weight from the Item record |
| Weight, Item | Weight from the Item record |
| Width | Item Width from the Item record |
