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.
Completed ‘Quotation (create)’ form. The ‘Main’ tab
Company is an individual or a legal entity for whom the quotation is created. Select it from the Companies catalog.
The Contract field is completed automatically for 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 is assigned automatically when you save the document. You can change it, 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 can link the quotation with the 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 specify some additional information.
Currency of a quotation is defined according to the company's contract and cannot be changed in the document. To create a document with a different 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 type.