Price Quotes Price Quotes
Select Price Quotes from the Sales Orders menu and the following screen will come into view.
Click on any column header to sort the listed price quotes.
Press the Create Sales Order button to convert the highlighted Price Quote to a Sales Order.
Print Price Quote (button)
Press the Print Highlighted Price Quote button to print a copy of the selected Price Quote.
Duplicate (button)
Press the Duplicate button to duplicate the highlighted Price Quote. The accounting system will copy the line item information and create a new Price Quote.
Add (button)
Press the Add button to add a new Price Quote.
Change (button)
Press the Change button to alter an existing Price Quote.
Delete (button)
Press the Delete button to permanently remove the highlighted Price Quote.
Show Expired Quotes (check box)
Select this option to include expired Price Quotes in the listing.
Show Quotes Converted to Orders (check box)
Select this option to include Price Quotes that have been converted to Sales Orders.
Adding or Changing a Price Quote
Press the Add or Change button and the following screen will come into view.
Customer
Enter the Customer Number or press the lookup button and the Customer Entry screen will come into view. Select the desired customer and the information below will automatically be entered.
Name
This field displays the Customer's Name.
Address
This field displays the Customer's Address.
City ST Zip
This field displays the Customer's City, State, and Zip Code.
Phone/Fax
This field displays the Phone and Fax numbers for this customer.
Ship to above Address (check box)
If this field is left unchecked, the user can enter the appropriate address by pressing the Ship To button.
Date
Enter the Date for this Price Quote.
Required
Enter the Required by Date for this Price Quote.
Expires
Enter the Expiration Date for this Price Quote.
Description
Enter a brief description for this Price Quote.
Ship Via
Enter the shipping method for this Price Quote.
FOB
Select FOB Origin or FOB Destination.
Terms
Enter the terms in the drop-down list that can be used on this or other Price Quotes. The accounting system will save the items entered in this field for later availability.
Sales Rep
Enter the name of the Sales Rep or select the correct Rep from the drop-down list. If the Sales Rep does not exist in the list, enter the name and the accounting system will save the name in the list.
Taxable (check box)
Check this box if the sales order is taxable.
Press the Add or Change buttons and the following screen will come into view.
Text Line (check box)
If this box is checked, a text line item can be entered. This line will be included on the printed price quote form.
Adding a Text Line Item
Check the Text Line Item box and the following screen will come into view. This field allows a text message to be entered. This is a user defined field.
By pressing the lookup button, the user can access previously saved text line items. Press the lookup button and the following screen will come into view.
Select (button)
Press the Select button to select the highlighted text line item.
Add or Change (button)
Press the Add or Change button to Add a new text line item or edit an existing text line item. Press the Add or Change button and the following screen will come into view. Enter the desired text line item and press the OK button to save it or press the Cancel button to exit without saving.
Delete (button)
Press the Delete button to delete the highlighted text line item. Press the Delete button and the following screen will come into view. Press the Yes button and the invoice will be deleted. Press the No button and the program will return to the previous screen.
Close (button)
Press the Close button to return to the previous screen without selecting a text line item.
Help (button)
See How to Use Help
Item ID
Enter an Item ID from the Item Price File. Use the lookup button to look up an item. When the item is retrieved, the system will fill in the description, unit name, unit price, location and area.
Description
Enter a description for the line item or just use the description from the item price file.
Quantity
Enter the quantity being quoted.
Unit Price
Enter a unit price for the line item or just use the unit price from the item price file
Unit Name
Enter a unit name for the line item or just use the unit name from the item price file
Taxable (check box)
Indicate whether this line item will be taxable when an invoice is created.
