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This text refers to program version 8.4  

Create Menu - Quotation - Add Item

This page describes the 'Add Item' function on the Create menu in the Quotation record window. If you are using iOS or Android, the 'Add Item' function is on the + menu.

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The 'Add Item' function provides an easy way of creating a new Item record while looking at a Quotation. When you select the function from the Create menu (Windows/Mac OSX) or + menu (iOS/Android), the 'Item: New' window will be opened immediately. If you entered an Item Number, Description, Unit Price, Sales Account, VAT Code/Tax Template Code and/or Cost Price in a Quotation row and left the insertion point in that row before selecting the function, those details will be copied to the new Item record. Enter the new Item's details and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android). The new Item will be saved, the window will be closed and the new Item Number and other details will be entered in the first empty row in the Quotation. Please refer here for full details about the Item register.

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The Quotation register in Standard ERP:

• Introduction
  

• Entering a Quotation
  

• Controlling Prices in Quotations
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations Menu
  

• Create Menu, including:
  
  • Order
    

  • Invoice
    

  • Workflow Activity
    

  • Email
    

  • Project
    

  • Project Budget
    

  • Work Sheet
    

  • Credit Agreement
    

  • Add Customer
    

  • Add Item
  
  
• Row Menu

Go back to:

• Home page for Quotations module manual
  

• Home page for Standard ERP manual

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