Entering a Contract Quotation - Header
- No.
- The Quotation number. There are no number series: Hansa will start with 1 for the first record and count upwards. You can enter any number to the first Quotation, and Hansa will increment from there.
- Contract
- When a Contract is created from this Quotation using the 'Make Contract' function on the Operations menu, its number will appear here. This field cannot be changed.
- Any secondary identifying number (Child Number) entered to the Contract will be copied to the field to the right: this field cannot be changed.
- Customer
- Paste Special
Customers in Customer register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- Version
- If it is necessary to change a Quotation and to keep a record of the original, create a new record using the [Duplicate] button. Assign the same Quotation Number to the new record and enter a Version Number here. This allows you to build up and maintain a quotation history.
- Class
- Paste Special
Contract Classes setting, Contracts module
- An optional Contract Class for the record. Contract Classes permit the analysis of Quotations for reporting or prioritising. One use might be to distinguish those that are open, won or lost, or to classify Quotations for different types of subscriptions or contracts.
- Name
- The Customer Name is entered after you have entered the Customer Number.
