HansaManuals Home   >> Standard ERP   >> Quotations   >> Quotation Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.4  

Entering a Quotation

To enter a new Quotation, open the 'Quotations: Browse' window as described here and select 'New' from the Create menu (Windows/Mac OS X) or from the + menu (iOS/Android). You can also use the Ctrl-N (Windows) or ⌘-N (Mac OS X) keyboard shortcuts. Alternatively, highlight a Quotation similar to the one you want to enter, and select 'Duplicate' from the same menu. If you don't want to open the 'Quotations: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Quotation: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Quotation.

If you are using Windows or Mac OS X, you can also create a Quotation by dragging a Customer from the 'Contacts: Browse' window to the 'Quotations: Browse' window. In this case, a new Quotation will be opened complete with full Customer information.

!	You are not bound by the values suggested by Standard ERP. In most fields you can change the pre-set values to something that suits you better.

Since the amount of information stored about each Quotation will not fit on a single screen, the 'Quotation: New' window has been divided into eight cards. At the top of each is the header. This contains the Quotation Number, the Customer Number and Name, and the Project Number. You should only use the Project field if you have the Job Costing module. There are eight named buttons ('tabs') in the header.

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

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see every card except 'Items' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Complete the Quotation as appropriate, then save it using the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android). The window title will change from 'Quotation: New' to 'Quotation: Inspect'. You must save all changes you have made before you can print a Quotation or send it by email.

You can control whether it is possible to save Quotations in which the gross profit of at least one Item is less than a specified percentage. Please refer to the GP Below Minimum Alerts page for details.

After entering a Quotation, you can proceed as follows:

• Print the Quotation
  

• Email the Quotation
  

• Add an Activity to the Salesman's Task Manager to call the Customer
  

• Create an Order from the Quotation
  

• Create an Invoice from the Quotation
  

• Create a Project from the Quotation

---

The Quotation register in Standard ERP:

• Introduction
  

• Entering a Quotation, including:
  
  • Header
    

  • 'Terms' card
    

  • 'Items' card
    

  • 'Currency' card
    

  • 'Del. Terms' card
    

  • 'Price List' card
    

  • 'Inv. Address' card
    

  • 'Del. Address' card
    

  • 'Job Costing' card
  
  
• Controlling Prices in Quotations
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations Menu
  

• Create Menu
  

• Row Menu

Go back to:

• Home page for Quotations module manual
  

• Home page for Standard ERP manual

Previous   Next   Top            Entire Chapter in Printable Form