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This text refers to program version 8.4  

Operations Menu - Quotation - Quotation Status

This page describes the 'Quotation Status' function on the Operations menu in the Quotation record window. If you are using iOS or Android, the 'Quotation Status' function is on the Tools menu (with 'wrench' icon).

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The 'Quotation Status' function prints a report to screen summarising all aspects of the Quotation currently open in a record window.

The report contains full details of the selected Quotation, and lists all connected Orders and Activities. The report contains the Standard ERP Drill-down feature: click (Windows/Mac OS X) or tap (iOS/Android) on an Order Number in the report to open the corresponding Order record, on an Activity Number or Date to open the corresponding Activity, or on the Person of an Activity to produce an Activities, Persons report for that Person.

If a Quotation needs to go through an approval process before it can be printed and before Orders and other records can be created from it, the 'Quotation Status' report will contain an Approval Status section that you can use to monitor the approval process. Please refer to the description of the Approval Status field on the 'Inv. Address' card of the Quotation window for brief details about the approval process and here for full details.

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The Quotation register in Standard ERP:

• Introduction
  

• Entering a Quotation
  

• Controlling Prices in Quotations
  

• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations Menu, including:
  
  • Item Search
    

  • Customer Status
    

  • Quotation Status
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Open Tax Matrix
    

  • Manager's Discount Override
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create Menu
  

• Row Menu

Go back to:

• Home page for Quotations module manual
  

• Home page for Standard ERP manual

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