Quotations Charges and Settings

Settings

Date

This is the transaction date.

Expiry

The date the quotation expires (if specified).

Use the drop-down list next to the expiry date to specify a predefined period from the date of the quotation. Options include 7, 14, 28, 30, 60 and 90 days.

The box next to the expiry date and drop-down list indicates the number of times the expiry date has been edited and revised. A blank entry means that the expiry date has not changed. A number between 1-9 indicates the number of times the expiry date has been altered. The date will only count as altered if the expiry date is changed and then the transaction resaved. An asterisk (*) in this box indicates the expiry date has changed more than 9 times.

Follow-up

The date to follow-up the quotation.

Use the drop-down list next to the follow-up date to specify a predefined period from the date of the quotation. Options include 7, 14, 28, 30, 60 and 90 days.

The box next to the follow-up date and drop-down list indicates the number of times the follow-up date has been edited and revised. A blank entry means that the follow-up date has not changed. A number between 1-9 indicates the number of times the follow-up date has been altered. The date will only count as altered if the follow-up date is changed and then the transaction resaved. An asterisk (*) in this box indicates the follow-up date has changed more than 9 times.

Freight

The freight/shipping amount to add to the quotation total.

Duty/Excise

The value of the duty/excise applicable to the quotation. (This amount is calculated automatically subject to your system's tax calculations and cannot be directly edited.)

Location

If you are running in multi-stock location mode you will also be given the option to specify the location of the transaction here.

Department

If you are running in multi-department mode you will also be given the option to specify the department the transaction belongs to.

Taxed

Tick the box to make the transaction taxable, otherwise untick it to make it untaxed.

If this customer is tax exempt or GST free, you can also enter the reason for the GST or tax free status or an appropriate code or number.

References

Ref No.

The customer order number is entered here if applicable.

Phone

The customer's or prospect's phone number.

Fax

The customer's or prospect's fax number.

The customer's or prospect's email address.

Contact

The name of the person to contact.

Quoted by

The salesperson code of this transaction if applicable.

Title

Enter the job title.

Job No

Enter the job number.

Outcome

The reason for the quotation being won or lost. This is a short description up to characters wide. You can specify a list of standard descriptions using the List Manager.

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