Create a Quote

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Procedure

1. From the Quotations list window click on the New icon
2. Use the <ALT + S> to search for items to add to the quote
3. Enter the quantity required for each item  
4. At the bottom of the screen the user can enter details for the quote
5. Click on the ellipses button to edit details:   
• Enter the CONTACT DETAILS for the quote OR if the customer has a debtor account use <ALT + F3> to associate the debtor account details with the quote
• Alternatively, the "Select Debtor First" configuration switch can be enabled for those venues processing sales to debtor accounts and where debtor club discounting is being used.  This option can be enabled under the Configuration & Settings menu
• Enter a PURCHASE ORDER # if one is required
• Alter the VALID UNTIL date if different to the default set in Utilities
• Alter the REQUIRED FOR date if necessary
• Select the QUOTE TYPE as Quote
• Associate a MEMBER to the quote using <ALT + F2> if required
• Click on the SAVE icon to save all quote details
• Click on the PRINT icon to print a copy of the quote for the customer