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Using Sales Quotations

Quotations may be entered using Accounts ReceivableNew Quotations. These are entered in the same way as invoices and purchases, and can be printed, faxed and emailed in the usual way.

  • Quotes are not included in reports (except Enquiries reports which specifically show them), BAS reports or General Ledger exports.

  • Stock included in quotes do not affect stock on hand values.

  • Quotes can be uncommitted (using SpecialUncommit this quotation), modified and recommitted. A comment is added to the entry to record the fact. Since quotes are not accounting entries they can be modified indefinitely. However, you should not continually send modified quotes to your customers under the same reference. It's generally best to issue a new quote with a new reference number. (A new quote can be created by copying an existing quote using Ctrl-F2.)

  • If a stock code has a part number for that customer, it will be shown on the quote. (Stock ControlStock & ServicesSuppliers & Customers.)

  • To create an invoice from a quote, open the quote, use SpecialCreate invoice based on this quotation. An invoice will be created, based on the contents of the quote, except that the cost prices will be each item's current cost price and not the cost at the time the quote was created. Alter the details as required and commit.

  • To create a purchase order from a quote, open the quote, use SpecialCreate purchase order based on this quotation. A purchase order will be created, based on the contents of the quote, except the cost prices will be each item's current cost and not the cost at the time the quote was created. Alter the details as required and commit.

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