Quotes

This screen allows for the management of quotes. Within the date range the list may be filtered by customer and status as open, accepted, closed or Lapsed

Individual quotes or a batch may be printed and/or emailed by ticking the box adjacent to the quote. A batch selection routine is available.

Click the Action Box adjacent to the relevant quote.

If the quote(s) status is OPEN the following actions are available.

Open
Open the quote for amendment if necessary
Accept Quote
Sets the status of the quote to accepted
Raise Invoice
The sales invoice is created using the quote and customer information. The usual invoice maintenance screen is drawn for visual confirmation and the confirmation line at the top of the screen gives the invoice number and the linked quote. If the customer had been created from within create quote process the system creates the associated sales ledger account and posts the invoice transaction as normal. The status of the quote is changed to closed and is locked. The related invoice number is displayed in the listing of quotes.
Delete
Deletes the quote

If the quote(s) status is ACCEPTED the following actions are available.

Open
Open the quote for viewing, it may not be amended
Raise Invoice
The sales invoice is created using the quote and customer information. The usual invoice maintenance screen is drawn for visual confirmation and the confirmation line at the top of the screen gives the invoice number and the linked quote. If the customer had been created from within create quote process the system creates the associated sales ledger account and posts the invoice transaction as normal. The status of the quote is changed to closed and is locked. The related invoice number is displayed in the listing of quotes.
Re-open Quote
Reverses the accepted status leaving the quote open for amendment and subsequent re-acceptance.
Delete
Deletes the quote

If the quote(s) status is LAPSED the following actions are available. Note Lapsed status is set by the system when the current date is later than the Valid To Date.

Open
Open the quote for amendment if necessary
Accept Quote
Sets the status of the quote to accepted
Raise Invoice
The sales invoice is created using the quote and customer information. The usual invoice maintenance screen is drawn for visual confirmation and the confirmation line at the top of the screen gives the invoice number and the linked quote. If the customer had been created from within create quote process the system creates the associated sales ledger account and posts the invoice transaction as normal. The status of the quote is changed to closed and is locked. The related invoice number is displayed in the listing of quotes.
Delete
Deletes the quote

If the quote(s) status is CLOSED the following actions are available.

Open
Open the quote for viewing, it may not be amended

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