Entering a Rental Quotation - Del.Terms Card
This page describes the fields on the 'Del.Terms' card in the Rental Quotation record window. Please follow the links below for descriptions of the other cards:
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- Del. Terms
- Paste Special
Delivery Terms setting, Sales Orders/Purchase Orders module
- Default taken from Contact record for the Customer (Sales Del. Terms) or Agreement
- Specify the Delivery Terms for the Rental Items in the Quotation here. You will tend to use this field for international Customers: examples might be Cost, Insurance, Freight or Free On Board.
- The Delivery Term that you specify here will be copied to any Agreement that you create from the Quotation (by selecting 'Create Reservations (Accept Quotation)' from the Create menu (Windows/macOS) or + menu (iOS/Android)).
- For each Delivery Term record you can specify an appropriate description in different Languages: the Language for the Quotation (below) will therefore determine the translation to be printed on any documentation produced from the Quotation.
- Del. Mode
- Paste Special
Delivery Modes setting, Sales Orders module
- Default taken from Contact record for the Customer (Sales Del. Mode) or Agreement
- Specify the Delivery Mode for the Rental Items in the Quotation here. Examples might be Post or Courier, or might specify the name of the courier that you will use to supply the goods in the Quotation.
- The Delivery Mode that you specify here will be copied to any Agreement that you create from the Quotation (by selecting 'Create Reservations (Accept Quotation)' from the Create menu (Windows/macOS) or + menu (iOS/Android)).
- For each Delivery Mode record you can specify an appropriate description in different Languages: the Language for the Quotation (below) will therefore determine the translation to be printed on any documentation produced from the Quotation.
- Salesman
- Paste Special
Person register, System module and Global User register, Technics module
- Default taken from Contact record for the Customer, Agreement or current user
- Enter the Signature of the Salesman responsible for the Quotation here. The Tag/Object in the Salesman's Person record will be brought in to the Quotation.
- You can create Activities from the Quotation by selecting 'Workflow Activity' from the Create menu (Windows/macOS) or + menu (iOS/Android). Doing so will place reminders in the Salesman's Task Manager to call the Customer on the Make Contact Date.
- The Salesman will be copied to any Agreement and Reservations that you create from a Quotation (by selecting 'Create Reservations (Accept Quotation)' from the Create menu (Windows/macOS) or + menu (iOS/Android)). From the Agreement, the Salesman will be transferred to any Invoices that will eventually result from the Quotation. These Invoices can therefore be included in the Bonus, Salesman report, which you can use to calculate commission on Items sold, using the Bonus setting in the Sales Ledger, the Bonus % field on the 'Pricing' card of each Item record or the Bonus field on the 'Sales' card of the Person record.
- You can change the Salesman in a Quotation that has been marked as Accepted or Rejected.
- Our Ref
- Use this field if you need to identify the Rental Quotation by means other than the Quotation Number. A default will be taken from the Our Ref field on the 'Sales' card in the Person record of the current user.
- Invoice To
- Paste Special
Customers in Contact register
- Default taken from Contact record for the Customer or Agreement
- If any Invoices that will result from the Quotation are to be sent to another company, such as a leasing company or a parent company, enter the Customer Number for that company here. That company must have their own record in the Contact register, and that record should be marked as a Customer.
- The Invoice To Customer will be copied to any Agreement that you create from a Quotation (by selecting 'Create Reservations (Accept Quotation)' from the Create menu (Windows/macOS) or + menu (iOS/Android)).
- Std. Text
- Paste Special
Standard Text register, CRM module
- If you enter the code of a Standard Text record in this field, the code together with the text from the Standard Text record will be copied to the 'Conditions' card in any Agreement that results from the Quotation. From the Agreement, the text will be printed on Agreement forms if you have included the 'Text' field in the Form Template.
- Price List
- Paste Special
Price List register, Pricing module
- Default taken from Contact record for the Customer or Agreement
- Specify here the Price List that is to be used to calculate the rental rates and prices in the Quotation.
- When you specify a Customer in the header (or change the existing Customer), that Customer's Price List (or, if blank, the Price List in the Customer Category to which the Customer belongs) will be brought in.
- You can prevent certain users from changing the Price List in Rental Quotations as well as in other records such as Quotations, Orders and Invoices using Access Groups, by denying them access to the 'Change Prices' Action.
- Language
- Paste Special
Languages setting, System module
- Default taken from Contact record for the Customer or Agreement
- The Language used for the Quotation. This determines the Item Descriptions that will be shown on the 'Items' card and the text for the Payment Term, Delivery Term and Delivery Mode that will be printed on forms. Leave the field blank to use your home Language.
- The Language will be transferred to any Agreement that you create from the Quotation and from there to all records that you create from the Agreement, such as Items Out and In and Invoices.
- You can also use the Language to determine the Form Template that will be used when you print the Quotation, and the printer that will be used to print it. This can include sending the form to a fax machine, if your hardware can support this feature. Do this in the 'Form Definition' window for the Rental Quotation form, as described here. You can change the Language before printing the Contract, to ensure it is printed on the correct printer or fax machine.
- Tag/Object
- Paste Special
Tag/Object register, Nominal Ledger/System module
- The Tags/Objects field can also be found on the 'Dates' card.
- Comment
- Default taken from
Contact record for the Customer (Order Comment) or Agreement
- Use this field to record notes about the Quotation.
- The Comment will be transferred to any Agreement that you create from the Quotation and from there to Invoices.
- If you create an Activity from a Quotation, this Comment will be used as the Text in the new Activity.
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The Rental Quotation register in Standard ERP:
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