The Rental Quotations form allows you to print Rental Quotations in batches.
You can also print an individual Rental Quotation by opening the record and clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). To print a Quotation to screen, click the Preview icon (Windows/macOS only).
You can use the fields listed below when you design the Form Template to be used by the Quotation form. If you do not want to print the decimal places in numeric fields, choose the
| Field in Form Template | Prints (from Rental Quotation) |
| |
| Activity Type | Code from the connected Rental Charge Type |
| Activity Type Comment | Comment from the connected Rental Charge Type |
| 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 Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Address 1 | Attn. |
| Address 2 | First line of Invoice To Address |
| Address 3 | Second line of Invoice To Address |
| Address 4 | Third line of Invoice To Address |
| Address 5 | Fourth line of Invoice To Address |
| Address 6 | Fifth line of Invoice To 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 Line Height for this field |
| Address Name | Name (i.e. Customer Name) |
| Address with Attention | Name, Attn. and Invoice To Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Agreement Number | Existing Agree. |
| 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 or in the Company Info setting |
| Charges | Comment from the connected Rental Charge Type or, if blank, the Code |
| Comment | Comment (from the 'Del.Terms') card) |
| Currency | Currency or, if blank, Base Currency 1 |
| Customer Fax Number | Fax from the Quotation or, if blank, from the Contact record for the Customer |
| Customer Name | Name (i.e. Customer Name) |
| Customer Number | Customer (i.e. Contact Number of the Customer) |
| Customer Telephone Number | Telephone from the Quotation or, if blank, from the Contact record for the Customer |
| Delivery Address | Name (if you are using the Organisation name option in the Form Settings setting) and Delivery Address. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Delivery Mode (levsatt) | Del. Mode |
| Delivery Mode Text (levsattext) | The correct translation for the Language of the Quotation of the Delivery Mode Comment from the Delivery Modes setting, or the Delivery Mode Comment itself |
| Delivery Term (shipterm) | Del. Terms |
| Delivery Term Text (shiptermtext) | The correct translation for the Language of the Quotation of the Delivery Term Comment from the Delivery Terms setting, or the Delivery Term Comment itself |
| Email | Email Address from the Person record of the Salesman in the Quotation |
| End Date | End Date |
| Fax from the users Contact card | Fax from the Contact record of the Salesman |
| Freight paid by us | Prints "X" if the Delivery Term specified in the Rental Quotation is one in which "We Pay" has been selected as the Freight option or blank otherwise |
| Freight paid by you | Prints "X" if the Delivery Term specified in the Rental Quotation is one in which "Customer Pays" or "Third Party Pays" has been selected as the Freight option or blank otherwise |
| 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 (usually the Name from the connected Delivery Address record) |
| Mobile from the users Contact card | Mobile from the Contact record of the Salesman |
| Net Amount | Subtotal - VAT (i.e. the value of the Quotation excluding VAT if prices include VAT) |
| Net Amount Rounded | Subtotal - VAT rounded to the nearest whole number (i.e. the value of the Quotation excluding VAT if prices include VAT) |
| 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. (i.e. Rental Quotation Number) |
| Original/Copy | This field will only be printed when you are using the Print Quotation instead of Agreement option in the Rental Settings setting and you print an Agreement. It will not be printed when you print a Rental Quotation. It will print the word "Original" if you are printing an Agreement that has not been printed before or if you selected the Original option in the specification window, or the word "Copy" otherwise |
| Our Reference | Our Ref |
| Payment Terms | The correct translation for the Language of the Quotation of the Payment Term Text from the Payment Terms setting, or the Payment Term Text itself |
| Phone from the users Contact card | Telephone from the Contact record of the Salesman |
| Quotation Date | Trans. Date |
| Rate | Interest rate from the Contact record for the Customer or from the Interest setting |
| Salesman A | Salesman |
| Salesman Name | Name from the Salesman's Global User or Person record |
| Start Date (startdatum) | Start Date |
| Subtotal in Base Currency 1 | TOTAL, converted to Base Currency 1 |
| Subtotal in Base Currency 2 | TOTAL, converted to Base Currency 2 |
| Subtotal with VAT | Subtotal + VAT (if prices in the Quotation exclude VAT) or Subtotal (otherwise) |
| Subtotal without discount | Sum of (Qty * Rental Price) for each row |
| Sum | Subtotal |
| Sum Material | Sum of (Sum) for each row in which the Type is "Chargeable" and containing a Plain Item |
| Sum Other | Sum of (Qty * Base Price from the Item record) for each row in which the Type is "Disposable" |
| Sum, Price | Sum of (Sum) for each row in which the Type is "For Rent" |
| Sum Stocked | Sum of (Sum) for each row in which the Type is "Chargeable" and containing a Stocked or Structured Item |
| Sum Time | Sum of (Sum) for each row in which the Type is "Chargeable" and containing a Service Item |
| TAX Sum | Ext. Tax (not shown in the Rental Quotation window) |
| To Pay | TOTAL |
| 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 or in the Company Info setting |
| Total Discount | Sum of (Qty * Unit Price) for each row - Subtotal |
| Total Weight | Sum of (Qty * Weight from the Item record) for each row |
| Valid Until Date | Valid Until |
| VAT | VAT |
| Your (customers) Reference | Attn. |
Row fields will be printed once for each row in the Rental Quotation. You should specify a Line Height and set the Format to "Matrix" in these fields.
| Field in Form Template | Prints (from Rental Quotation) |
| |
| 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. |
| Description 1 | Comment (i.e. Name of the Item being rented) |
| Discount | % (from flip C) |
| Discount Specification | % (from flip C) as a negative figure and with "%" added as a suffix |
| Item Code | Rental Item (i.e. Item Number of the Item being rented) |
| Item Code 2 | Rental Item (i.e. Item Number of the Item being rented) |
| Price in Base Currency 1 | Rental Price in Base Currency 1 (prints blank if zero) |
| Price in Base Currency 2 | Rental Price in Base Currency 2 (prints blank if zero) |
| Price in Base Currency 1, row | Sum in Base Currency 1 (prints blank if zero) |
| Price in Base Currency 2, row | Sum in Base Currency 2 (prints blank if zero) |
| Price including Discount, row | Rental Price less discount (prints blank if zero) |
| Price per Unit (incl. Price Factor) | Unit Price / Price Factor (if there is a Price Factor in the relevant Item record) or Unit Price |
| Quantity | Qty |
| Quantity 2 | Qty * Unit Coefficient from the Item record, or Qty / Unit Coefficient from the relevant Item record (depends on the Unit 2 Conversion Calculation options in the Stock Settings setting) |
| Row Number | Row number (only printed if a row has an Item) |
| Row Sum | Sum |
| Row Sum Total | Sum + row extra tax + row VAT |
| Row Sum with VAT | Sum + row VAT |
| Tax Value, row | Row extra tax (calculated using the Tax % on flip B of the VAT Codes setting) |
| Unit Price | Rental Price |
| VAT %, row | Row VAT rate, from the VAT Code |
| VAT Code | VAT Code (not shown in the Rental Quotation window) |
| VAT Value, row | Row VAT |
| Volume, row | Qty * Item Volume from the relevant Item record |
| Weight | Qty * Weight from the relevant Item record |
The following fields print information from the records in the Item register for the Rental Items specified in each row in the Rental Quotation. In these fields, you should specify a Line Height and set the Format to "Matrix":
for details of the standard fields that you can also include in the Form Template.
