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

The Contract field is populated automatically with the default contract of the selected company. If necessary, you can select another contract or create a new one.

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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 a project 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 selected contract. To select other currency, select another contract, or create a new one, if necessary. To learn more about contracts, see 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.

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Note. If proper taxation option does not appear in the document, check that the VAT accounting functionality is turned on on the Administration > Settings > General Settings form and that correct VAT settings are specified for the entity (see Entities).

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For other button descriptions, see Document Toolbar.