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Click: Tools > Customise > Sales Orders > Confirmation

 

These options control how a quote becomes a sales order. They are default settings for each stage of a sales order, after its acceptance. The stages can place an entry on the schedule automatically. You can override these defaults when you accept a quote.

 

Each stage has some of the following options available:

 

Prompt

Tick the box to place a prompt for this stage on the accept screen. The accept screen will allow you to change these one at a time if needed.

 

Resource

Tick the box to show a prompt for the resource. A resource is used to create a schedule entry. E.g. for delivery you would pick the name of the delivery driver to identify and book the delivery on the schedule.

 

Fixed Date

Enter a fixed date to place a default date when you accept a quote. You can change the date at a later time.

 

Working days from accepted date

Enter the number of days you want this stage to occur. E.g. for delivery enter 8 days so that 8 days after the acceptance an appointment on the schedule will be created for the delivery.

 

Factory & Bank Holidays

 

These options relate to dates in the internal EQ calendar when dates are calculated.

 

Click Add to input a date and add a note to explain the holiday.

A holiday added here will be classed as a "non working day" when calculating dates such as lead times.

 

Standard Working days

Tick the boxes to show which days are available to book in the schedule. For example only tick the days that are available to book a delivery.