To add a quotation, click the ‘Create’ button on the toolbar of the respective documents list. To edit the existing one, double click the line with its name. You can also select the line, click the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of clicking the ‘More’ button.

Please, complete the required Company and Entity fields.

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Completed ‘Quotation (create)’ form. The ‘Main’ tab

Company  is an individual or a legal entity for whom the On this tab, you can enter general information about this quotation: the entity, customer, contract, and contact person.

The required fields are: Company, Contract, and Entity.

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The "Quotation (create)" form. The Main tab

In the Company field, select a customer, an individual or legal entity, for whom this quotation is created. Select it from the the Companies catalog list.

The The Contractfield  field is completed automatically for populated automatically with the default contract of the selected company. If necessary, you can change it by selecting the contract from the Company's Contracts catalog (to open the catalog, select ‘Show all’ from the drop-down list).The Entity field is displayed, if the ‘Accounting by Several Companies’ option in the‘Enterprise’ section is enabled. To learn more about section settings, see par. Settings for the 'Enterprise' section. Value is automatically set from the Personal Settings or the system.Number select another contract or create a new one.

In the Contact Person field, select a person who is responsible for the possible deal from the customer side.

<Auto> in the Number field indicates that a number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can change itselect another date, if necessary.

You can specify the contact person for the company from the Contact persons list .To find the required person, start typing his/her name in the field. To open a catalog, click the ‘Show all’ hyperlink in the drop-down list.

In the Project field you In the Entity field, select the legal entity of your company which is responsible for sales. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.

The Project field is available if the Project Management functionality is turned on on the Administration > Settings > General Settings. You can link the quotation with the a project if the ‘Project Management’ options section is enabled. To learn more about options setting, see par. Setting Project Management Options Section. To open the project list, click the ‘Show all’ hyperlink in the drop-down list.

Current date is set in a quotation by default. You can change it, if necessary.

In the Comment field you can specifysome additional information.Currency of a from the list of available projects. If the items in this document are associated with different projects and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).

In the Comment text box, you can enter any additional information about this quotation.

The currency of the quotation is defined according to the company's contract and cannot be changed in the document. To create a document with a different selected contract. To select other currency, select another contract, or create a new one, if necessary. To learn more about contracts, see par. Filling Company's Contracts Catalog.You can change a document's price type, discounts/markups type, currency and tax parameters by clicking the hyperlink indicating currency and price typesee Company Contracts.
Notice the hyperlink below the Entity field – AED Price with 10% Discount * VAT Applied Prices include VAT on the screenshot above (can be different in your document). By clicking the hyperlink, you can open the Prices and Currency dialog box and change the settings related to prices, discounts, and taxes applicable to this quotation. For more details, refer to The Prices and Currency dialog box.

The document totals and other information

At the bottom of the form, you can view who created the document and the current status of the document, which can be one of the following:

• New (document was created, but not recorded)
• Recorded (document was recorded, that is saved in the database)
• Marked for Deletion (document was marked to be deleted)

Also, the Discount fields show the percent of discount applied to the document amount (prices) and the total discount amount calculated on the manual discounts. The VAT field is populated with the tax amount calculated for the document.

The Total Due field shows the quotation total. All the amounts are in the currency of the document.

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Save and close to save and close the document.

Use the Generate button to generate a document of any of the following types:

• Customer Order: To confirm the deal if the customer agrees to the conditions and terms of this quotation.
• Invoice: To register the shipment of the goods and rendering the services to the customer.
• Proforma invoice: To issue a proforma invoice that precedes the shipment of goods and explains the delivery terms.
• Purchase Order: To initiate purchasing of the goods ordered by customer.

For other button descriptions, see Document Toolbar.