Click menu command Open Sales Quotationunder sub menu Sales Ordering Furtherunder sub Menu Inventory/Accounts under main menu Modules to edit Sales Quotation records.
Click commandbutton Edit on the Memo Command Panelto edit the currently displayed record. When you are prompted if you want toedit the record answer 'yes'. Now the various data fields of the records shallbe enabled so that you can edit the record. Once you have finished editing savethe record by clicking Save, Edit Mode, New or Close button as explained underthe link Memo Command Panel.
The currentlydisplayed record can be changed in two ways. First is to scroll the DataControl or you can open the Invoice or MemoSelection List.
This list canbe opened in the Edit Mode by clicking the command button marked Listthat becomes visible while editing.
Editingwill not be allowed if user passwords are enabled and editing of a record isblocked using menu command SystemAdministration.
Youcan also locate a invoice or memo by specifying its number in the text box andthen press command button marked Goto that becomes visible duringedit.
To close thewindow press command button marked Close.
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On this data entry form data records can be added, deleted or edited. All these tasks can be accomplished by command button grouped under Memo Command Panel. Click this link for more details of functions of thesebuttons.
This Form name titled Open Sales Quotation has following required fields: Customer Name.
The details of various controls are given below with screen image.
Tocreate the new Quotation, you can selectthe Customers and Products from the selection list. To show the Customerselection list press the command button marked Find.You can also open the Product selection window by clicking the Productlist Button. In the list fill in the qty of the item or select anitem by clicking the same and press command button marked OK toinsert the Product in the Quotation.
When anQuotation is saved it will automatically updates the inventory and the all theappropriate accounts.
Thenumbering of Quotations is done automatically by incrementing the lastnumber. These numbers can be modified under menu command Configurationunder Sub menu General configuration under the tab marked Numbers.
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