<< Click to Display Table of Contents >> Navigation: Quotations/Orders > Quotation Screen > Main Toolbar |
Depending on whether you are editing a quote (Edit Mode), or working with a finished quote (Progress Mode) the bottom toolbar will display different button.
When you are editing a quote the bottom toolbar will display the following options:
Click to add a product from the standard product database. Click the drop-down arrow for additional add product options.
Remove Product
Click to remove the currently selected product.
Price options displays the option to lock prices. If you wish to set an order at a specific price you can "lock" any of the totals.
Copy
Highlight a product and click copy to insert another identical product. Use in conjunction with paste.
Paste
Click Paste to put the copied item at the end of the quote.
Abort Changes
Only click abort if you want to abandon the changes you have made. This will close the quote without saving.
Use Save to save changes you have made. Depending on your settings you will see the validation rules before being able to save.
Use Save As when you want to save your changes but keep the original quote unchanged. Clicking Save As will give you a new quote reference number so you will be able to work with both quotes and make changes independently.
New Plan
(Icon depends on which CAD system you have activated. The screenshot above is showing innoplus & Winner above)
Create a new plan with your CAD system and bring the products into the EQ quote. Click the drop down arrow for options to create a new plan or view the customer folder (where the plans will be saved).
When a quotation is saved the bottom toolbar will display the following options:
Edit
Click to return to edit mode to change the contents of a quote/order. Note you cannot continue editing an order after you have raised and printed an invoice. A lock is in place to prevent you changing the order in case the amount (and therefore the invoice) is changed.
You can save multiple revisions of a quote as you edit it and attach notes to each revision. This is useful if you want to be able to "roll back" to a previous version of a quote. Click the main revision button to create a new revision and add a note against it. Click the drop down arrow to view the revision history of when the revisions were made and what differences there are.
The main print button will print the quotation. Click the drop down arrow to print other order-based documents, e.g. acknowledgement, product image sheets and fitters item list.
The costings screen shows you all cost and selling values and your profit. You can also edit values to make changes.
Click to accept a quotation. Once accepted the quote becomes a sales order and will move from the quotes tab of EQ to the sales orders tab. You still open and edit it in the same way regardless of whether it is a quote or an order.
Ack.
Click to print the acknowledgement document. (The acknowledgement is similar in appearance to the quotation but can be configured independently).
Click to begin the process for placing your purchase orders.
Click to create a delivery note and print.
Click to open the payments window to see the balance and to record a new payment.
Invoice
Click the main button to create a full invoice for the order value or click the drop down arrow to create a part invoice or credit note.
Production (An optional module, displays only if purchased and activated)
Enter production for the current order.
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