Entering a Contract Quotation - Header
This page describes the fields in the Header of the Contract Quotation record. Please follow the links below for descriptions of the other cards:
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- No.
- The Quotation number. There are no number series: Standard ERP will start with 1 for the first record and count upwards. You can enter any number to the first Quotation, and Standard ERP will increment from there.
- Contract
- When you create a Contract from a Quotation using the 'Contract' function on the Create menu (Windows/Mac OS X) or + menu (iOS/Android), its Contract Number will be placed in this field. This field cannot be changed.
- Any secondary identifying number (Child Number) entered to the Contract will be copied to the field to the right: this field cannot be changed.
- Customer
- Paste Special
Customers in Contact register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- Version
- If it is necessary to change a Quotation and to keep a record of the original, create a new record using the 'Duplicate' function on the Create menu (Windows/macOS) or + menu (iOS/Android). Assign the same Quotation Number to the new record and enter a Version Number here. This allows you to build up and maintain a quotation history.
- Class
- Paste Special
Contract Classes setting, Contracts module
- Use this field to assign a Contract Class to the Contract Quotation. Contract Classes permit the analysis of Quotations for reporting or prioritising. One use might be to distinguish those that are open, won or lost, or to classify Quotations for different types of subscriptions or contracts.
- Name
- The Customer Name will be brought in when you enter the Customer Number.
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The Contract Quotation register in Standard ERP:
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