Inspecting and Changing Quotations
You can change a Quotation at any time, e.g. add or decrease the offered Quantity of a certain Item, remove or add rows etc. To do so, follow these steps:
- Ensure you are in the Quotations module and click (Windows/Mac OS X) or tap (iOS/Android) the [Registers] button in the Navigation Centre. Then, double-click or tap 'Quotations' in the resulting list. The 'Quotations: Browse' window will be opened, listing all Quotations.
- Double-click or tap on the record you want to inspect or change. The 'Quotations: Inspect' window will appear. This is identical to the 'Quotation: New' window described here.
- If you want to increase the quantity of a certain item, place the cursor in the Qty field and enter the new value. The Sum (and the figures in the footer area) will change accordingly.
- If you are using Windows or Mac OS X and you want to insert a new row, select a row by clicking on the row number and press Enter. An empty new row will be inserted, and the existing ones will be moved down. Enter relevant data in the fields according to the description here. If you want to remove a row, select it by clicking on the row number and press the Backspace key or choose 'Clear' from the Edit menu. The row will be deleted, and the others will be moved up.
- If you are using iOS or Android and you want to insert a row, long tap on the row number where the insertion is to be made and select 'Insert Row' from the resulting menu. To remove a row, long tap on the row number on the left of the row and select 'Delete Row' from the resulting menu.
- To print the Quotation, save it and then click the Printer icon (Windows/Mac OS X) or select 'Print' from the File menu (all platforms). Please refer to the Printing Quotations page for more details. To send the Quotation to the Customer by email, choose 'Email' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android).
- If you want to schedule a follow-up call to the Customer, choose 'Workflow Activity' from the Create or + menu. This will place a reminder in the Salesman's Task Manager to call the Customer on the Quotation's Make Contact Date.
- If the Customer accepts the Quotation, you can convert it into an Order by choosing 'Order' from the Create or + menu. The Status of the Quotation will be changed to Accepted automatically, and the Probability will be set to 100. Alternatively, you can create an Invoice from the Quotation using the 'Invoice' function, also on the Create or + menu.
- To close the Quotation, click the close box (Windows/Mac OS X) or tap < (iOS/Android). You will be asked if you would like to save the changes you have just made. You will be returned to the 'Quotations: Browse' window.
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The Quotation register in Standard ERP:
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Introduction to the Quotation Register in Standard ERP
