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Opis dotyczy systemu HansaWorld Enterprise wersja 6.2  

Entering a Quotation - Header

No.

Paste Special    Select from another Number Series

The Quotation Number. The default is the first unused number in the number sequence in the first valid row in the Number Series - Quotations setting. You may change this number, but not to one that has already been used. If you are working in a multi-user environment, the Quotation Number is assigned when you save the Quotation for the first time.

Customer

Paste Special    Customers in Contact 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.

Name

The Customer Name is entered after you have entered the Customer Number.

Closed

Check this box when the Quotation is no longer required. Closed Quotations will be excluded from all reports.

In this chapter:

• Introduction
  

• Entering a Quotation, includiing:
  
  • Header
    

  • 'Date' card
    

  • 'Items' card
    

  • 'Price List' card
    

  • 'Inv. Address' card
    

  • 'Del. Address' card
  
  
• Inspecting and Changing Quotations
  

• Printing Quotations
  

• Operations menu

• Home page for Quotations manual
  

• Home page for Standard CRM manual

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