Grab Invoice or Quotation
To access this facility go into the Invoicing area and select from the menu Tools|Grab Quotation or Tools|Grab Invoice Transaction.
Use these utilities to make a copy of a previously entered invoice or to transfer a quotation into an invoice.
Transaction No.
Enter the invoice number to copy or enter the quotation number to transfer.
Update Status
You may change the status of the quotation being transferred by selecting a new status here. For example, if you wish to transfer a quotation which has been accepted by your customer, into a sales order or invoice, you may select '2 - Accepted' here.
Recost Items From Stock
Tick 
this option if you want CAPITAL to recost the invoice/quotation based on current stock file pricing. The
default setting is to perform a recosting.
Update Sell Prices
Tick
this option if you want CAPITAL to retrieve the current stock sell, list or retail price for this customer.
The default behaviour is to retain the sell prices as per the sale order/quotation.
Limit Quantities To Available Stock
Tick
this option if you want the order filled, based on available stock. The default setting is to check stock
levels, unless the Suppress
Stock Check Warning option found in the INSTALLATION
Workshop program has been disabled.
If
this option is ticked and back
ordering is available (the account being invoiced accepts back orders and the manual or automatic
back ordering mode is activated) then any stock quantity larger than what is available from stock will
be placed on back order.
Stock Tracing Component Only
If
your quotation contains serial numbers, batch numbers or other extended
stock properties, the full quantity stored on the quotation is transferred to the invoice regardless
of whether there is enough available stock for these properties. CAPITAL will alert you of this situation
if it arises. You will need to manually edit and assign the appropriate extended properties to these stock
items.
Reverse Quantities
Tick
this option to reverse the quantities on the invoice or quotation you are about to transfer.
This
can be a very quick and effective way to create a credit or adjustment note for an existing transaction.
Transfer Account Details
When transferring a quotation into an invoice you may also tick
this option to copy the transaction's account, contact and address details.
Hints & Tips
Original discount codes are always retained when copying invoices or transferring quotations. (Even if you select to reprice items based on the current sell price.) For example, if various stock items had discount rate 1 applied to them on a quotation, that discount assignment would be maintained during the transfer even if the actual sell price had changed.
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