Main Toolbar

<< 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.

 

Toolbar - Edit Mode

 

When you are editing a quote the bottom toolbar will display the following options:

 

Quote_toolbar_edit

 

Add Product

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

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-large

Copy

Highlight a product and click copy to insert another identical product. Use in conjunction with paste.

 

paste-large

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.

 

Save

Use Save to save changes you have made. Depending on your settings you will see the validation rules before being able to save.

 

Save As

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 down_arrow drop down arrow for options to create a new plan or view the customer folder (where the plans will be saved).

 

Toolbar - Progress Mode

 

When a quotation is saved the bottom toolbar will display the following options:

 

Quote_toolbar

 

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.

 

Revision

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.

 

Print

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.

 

Costings

The costings screen shows you all cost and selling values and your profit. You can also edit values to make changes.

 

Accept

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).

 

Place Orders

Click to begin the process for placing your purchase orders.

 

Del Note

Click to create a delivery note and print.

 

Payments

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 down_arrow 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.

 

Related Topics

Adding Products

Adding Fitting

Save a Quotation

Current Quotation menu