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This text refers to program version 4.2  

Entering a Contract Quotation

In the Contracts module, select 'Contract Quotations' from the Registers menu, or click the [Quotations] button in the Master Control panel.

The 'Contract Quotations: Browse' window is opened, showing Quotations already entered.

Contract Quotations are shown sorted by Quotation Number: this can be changed by clicking on one of the other column headings.

To enter a new Contract Quotation, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight a Contract Quotation similar to the one you want to enter, and click [Duplicate] on the Button Bar.

The 'Contract Quotation: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Contract Quotation. In the case of the duplicate, the Date of the new record will be the current date, not the date from the original Contract Quotation.

Since the amount of information stored about each Contract Quotation will not fit on a single screen, the 'Contract Quotation: New' window has been divided into five cards. At the top of each is the header. This contains the Contract Quotation Number, the Customer Number and Name, and the Contract Number. At the bottom of the screen is the footer which contains various totals. There are five named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Customer whose Quotation you are working with.

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