Fastbase

Customer:
Enter the customer.

For a standard quote once the customer has been selected you can select the 'Continue' button which takes you straight to line item entry (entering parts).

Order No:
Enter the customers order number (if known).

Salesperson:
Enter the salesperson, this defaults to the customer's salesperson. The operator that enters the order is recorded separately.

Supply Branch:
Enter the supply branch for the goods, this is the default only, goods can be supplied from anywhere at a later stage.

Quote Date:
Enter the quote date.

Expiry Date:
Enter the expiry date, this defaults to 30 days after the quote date. The default expiry date can be changed, see Setup.dat - Sales Orders, re: setup(order_expiry_date).

Fastbase Accounting System - Online Manual Customer Quote Entry/ Proforma Invoice	Document 103399/1 Entered Fri, 27 Jun 2003 09:47 by Peter Campbell Updated Thu, 14 Feb 2008 13:42 Previous
Customer: Enter the customer. For a standard quote once the customer has been selected you can select the 'Continue' button which takes you straight to line item entry (entering parts). Order No: Enter the customers order number (if known). Salesperson: Enter the salesperson, this defaults to the customer's salesperson. The operator that enters the order is recorded separately. Supply Branch: Enter the supply branch for the goods, this is the default only, goods can be supplied from anywhere at a later stage. Quote Date: Enter the quote date. Expiry Date: Enter the expiry date, this defaults to 30 days after the quote date. The default expiry date can be changed, see Setup.dat - Sales Orders, re: setup(order_expiry_date). Contact Delivery Name: Delivery Address: Enter the delivery name and address. This is set to the customers default delivery address. You can press F1 to select from other addresses or just enter a new address for this quote. Contact Details: Enter the contact details for the quote. These will default to the customer details. Other Notes Public/Quote Notes: Delivery Instructions: These notes can be printed on the quote. They will also be copied to the sales order record when the quote is copied to a sales order. Follow-up Follow-up Date: Follow-up Note: Enter the quote follow-up date, leave blank for no follow-up.
Line Item Entry	Document 103399/2 Updated Fri, 27 Jun 2003 10:11
Enter the parts to quote for. This is the same as entering parts on sales orders and other transactions. Enter 'TEXT' to display a text window to enter any text that you want printed on the quote. You will not need to specify how the stock is being supplied, this would only be required if and when the quote is copied to a sales order.
Quote Options	Document 103399/3 Updated Fri, 27 Jun 2003 10:03
Copy Quoted Prices to Discounts Convert Quote to Order Close/Cancel Quote Copy Closed Quote to New Quote
Saving a Quote/Proforma Invoice	Document 103399/4 Updated Thu, 14 Feb 2008 13:41
When you save the quote a window appears prompting you to print the quote. You will need to have a quote stationery layout defined (see Utilities - Stationery Layouts, reference AR/QUOTE). Same to Proforma, if you already have Proforma stationary Layout, you can choose from QUOTE FORM option to print a proforma invoice. You can have multiple quote forms defined, as long as they all start with "QUOTE". If you have multiple forms you will be able to select which one to print. An alternate form could be a proforma invoice.

Contact

Other Notes

Follow-up