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 Quotations & EstimatesGenerate estimates, proposals, quotations as well as estimate requests from the Quotations module. This module is linked to the Stock/Services, Prospect, Jobs/Projects and Contacts modules. Details for a estimate / quotation can be entered on a line by line basis or on a textual basis. Records can be duplicated, amended, or turned into a job, sales order, sales invoice or a purchase order with the click of a button. Create estimate requests to suppliers directly from quotation line items. There are various reporting options on the Options screen. Quotations can be printed or emailed (as a PDF) in any currency.  Users can also link related documents for quotations or estimates stored on a server or locally on the user's computer.  On the Options screen you can do the following: Find... Quotations Estimates Proposals Outstanding You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information. Company reports... Report by Company Detailed Report by Company Summary Report by Area Detailed Report by Area Summary Product reports... Report by Product Detailed Report by Product Summary Report by Category Detailed Report by Category Summary For the current record Print quotation/estimate Print label Create eMail Create fax Create letter Create job Create job (and generate budget and assembly details) Duplicate current quotation or estimate / create new revision Create sales order (using current quotation or estimate) Create sales invoice (using current quotation or estimate) Create purchase order (using current quotation or estimate) For the found set of records... Print mini list Print labels |
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