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This text refers to program version 4.3  

Introduction to Documents in the Quotations Value Pack

The Quotations Value Pack adds one document to the Sales Support module. Use the [Select Module] button in the Master Control panel to ensure you are in this module and then select 'Documents' from the File menu or click the [Documents] button, also in the Master Control panel. Then, double-click the appropriate item in the list. A specification window will then appear, where you can decide the Quotations that you want to be printed. Click [Run] to print the documents.

It is often possible to report on a selection range, such as a range of Quotations. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to print Quotations 001 to 010, enter "001:010" in the Quotation Number field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc.

To determine the Form that will be used when you print the document, follow this procedure (when FirstOffice is supplied, a sample Form will be printed):

  1. Design a Form (or change the sample Form supplied to reflect your own requirements) using the Form register in the System module. This process is fully described here. The sample Form supplied has the Form Code "QUOTE".

  2. Change to the Sales Support module and open the 'Documents' window using the 'Documents' item on the File menu or by clicking the [Documents] button in the Master Control panel.

  3. Highlight 'Quotations' in the list and select 'Define Document' from the Operations menu. The subsequent window is used to assign a Form (or more than one Form) to the document and is fully described here. In this instance, enter "QUOTE" in the Form field of the first line.

  4. You only need use the 'Define Document' function once. Afterwards, Form selection will be automatic.

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