On this tab, you can specify additional terms for a quotation. There are no required fields.
You can select the lead, which the quotation was based on, in the Lead field, if the ‘CRM’ section is enabled. To learn more about section settings, see par. Settings for the 'CRM' section.
Payment Terms are selected from the Sales Payment Terms Types catalog. Select terms you offer to the customer. If terms were defined in the company's contract or specified in the Personal Settings, they are completed automatically. They will be used in the document print forms.
Delivery Terms are selected from the Delivery Terms catalog. They will be used in the document print forms.
Delivery Address is filled in automatically based on the company data. You can change the address, if necessary. Delivery address will be used in the document print forms.
In the Department field you can specify sales department of the entity. To open the departments list, click the ‘Show all’ hyperlink in the drop-down list. This field is displayed, if the ‘Accounting by Several Departments (Two or More)’ option in the ‘Enterprise’ section is enabled. To learn more about section settings, see par. Settings for the 'Enterprise' section. This field can be automatically filled in according to the Personal Settings.
In the Responsible field you can define the person, responsible for the quotation. You can select this person from the employees catalog (to open the catalog, select ‘Show all’ from the drop-down list). This field can be automatically filled in according to the Personal Settings.
Use the Valid From / To field to fix the period of offer and prices validity.
‘Quotation (create)’ form. The ‘Additional Information’ tab
Current status the document can be displayed at the bottom of the quotation form: ‘New’ (document was created, but not recorded), ‘Recorded’ (document was recorded) or ‘Marked for Deletion’ (document was marked to be deleted). The document author and total due are also displayed.
After completing the form, click ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique number that can be edited.