Sales Quotes (Without Calculation Worksheet)
This chapter describes how to create sales quotes for service items without a calculation worksheet. You can create a sales quote either via the service item card or the sales quote page. This chapter is divided into the following sections:
Creating Sales Quotes via Service Item Card
This section describes how to create a service quote via the service item card. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Items page.
- Open an existing service item for which you want to create a sales quote.
- Click on Home > New Sales Quote in the menu bar.
- Complete the information according to the following table:
| Field | Description |
|---|---|
| Customer No. | Enter the customer number for the sales quote. The Customer Name field will then be filled automatically. |
| Contact No. | Enter the contact number for the sales quote. The Contact Name field will be filled automatically. |
| Sales Order Type | Select the sales order type from the dropdown list. |
| Unit Price | This field is filled in automatically by the system with the unit price of the service item, but can be edited manually. |
- Select OK to create the sales quote. The newly created sales quote card opens automatically.
You have successfully created a sales quote. Once the customer has accepted, you can create a sales order for it.
Creating Sales Quotes for Service Items
This section describes how to create a sales quote for a service item via the Sales Quotes page. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Quotes page.
- To create a new sales quote, click New in the menu bar.
- Select the customer for the sales quote in the Customer Name field in the General FastTab.
- Select the order type for the sales quote in the Order Type field in the General FastTab.
- Fill in the other fields in the General FastTab as needed.
- To add a service item to the sales quote, click on Functions > Add Service Item in the Lines FastTab.
- Complete the information according to the following table:
| Input field | Description |
|---|---|
| In Stock as | Select from the dropdown list which value you would like to filter by. |
| Manufacturer | Select the code of the manufacturer of the service item from the dropdown list. |
| Category | Select the category of the service item from the dropdown list. |
| Subcategory | Select the subcategory of the parent category from the dropdown-list. |
| Model | Use this field to enter the model of the service item. |
| Service Item No. | Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system. |
Note
If you enter the model name of the service item in the Model field, the Manufacturer, Category, and Subcategory fields are automatically filled in by the system. You can find more information about this in the Service Item Models section.
- Click on OK to add the service item in a new line.
You have successfully added a service item to the sales quote. If needed, you can add additional costs and discounts to the sales quote.