Customer quotes | Help | Stock It Easy
Making a customer quotation through to Stock It Easy.
You may submit a quote to a customer.
Create customer quotes
Via the main menu in the Output group, click Customer quotes.
Select the customer.
Select the warehouse of the items.
Click on "Create Quote".
Add item to customer quotes.
By double-clicking in the table "reference search" on the desired line, you add item in the quote.
You can then enter the quantity and validate the line by pressing "ENTER".
If you want to enter more than one item, you can click as many times as necessary in the table "reference search", but you can also change the quantity in the "quantity" of the estimate.
Edit item of a customer quotes.
Just change the quantity on the desired line.
Delete an item from a customer quote.
Select the line of the item to remove from the quote.
Click on "Delete row".
Confirm with YES or NO message appears.
Print a customer quotes.
Once closed, the estimate can be printed.
Click on "Print".
Transforming a customer quotes in a customer order.
If the quote is accepted by the client, it is not necessary to enter it again in sales order. With a simple click on the button "Transform in order" means the quote is automatically converted to customer order. You find this order in the selection of sales orders, status in REA.
If the stock of items in the warehouse of the estimate was insufficient, an informational message will prompt you to reassort the stock to convert the estimate (if call waiting is not allowed). If it is allowed and the amount of inventory item is inadequate, the order will be converted in AT1 status instead of REA.
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