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.
The 
action box symbol gives access to the following actions.
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