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.

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 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.

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 select another date, if necessary.

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 Costing functionality is turned on on the Administration > Settings > Project Costing form. You can link the quotation with a project from the list of available projects. If the items in this document are associated with multiple 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).

If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire quotation with a specific project task or quotation's line items  with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it as a field to the Main tab. For this, use the Settings button on the 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.

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.

Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project field or the Shipping Date field, or both fields from the document header (the Main tab) as columns to the table on the Inventory and Services tab or back.

The Document Settings dialog box

For other button descriptions, see Document Toolbar.