Quotations

To access quotations, select from the main menu Transaction|Quotations.

Most businesses need to produce quotes from time to time. CAPITAL's quotation system greatly simplifies this task. Its advantages include:

The ability to have access to your company's entire stock line and pricing.
The ability to print quotations in a uniform format.
The ability to convert a quotation into an invoice or sales order or transfer its contents into a Service Manager job.
The ability to easily find and cross-reference quotations.

Quotations do not affect stock levels. If you are already familiar with invoicing or sales order entry then you are already familiar with the basics of operating the quotations system.

The Quotation Status

The current status of the quotation order. This is a number between 1 and 6.

Open

The quotation is new and pending.

Accepted

The quotation has been accepted/won.

Lost

The quotation was unsuccessful/lost.

Cancelled

The quotation was cancelled. This setting is typically used to indicate a mistake was made in the quotation and the current quotation is no longer recognised as valid.

Suspended

The quotation is suspended (not currently recognised as valid).

Expired

The quotation has expired. This option is typically used to indicate that the quotation's expiry date has been exceeded and no outcome has been recorded. Expired quotations may be reopened by extending the expiry date or changed to 'lost' if the quotation was not accepted.

Hints & Tips

The 'Last Status Change' entry on the Info tab indicates the last date when the status of the quotation was changed. For example, if the date reads 01-04-05 and the current status of the quotation is 'closed' then this is the date the quotation was marked as closed.

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