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.
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