CRM ➔ Entries ➔ Print quotations
This screen allows you to print sales quotations.
The information in this document is applicable to product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select this to print the sales quotation.
Select this to send the sales quotation by e-mail to the debtor. In the field next to it, select Debtor, Delivery debtor, or Invoice debtor as the recipient of the e-mail.
Select a printer that you want to use to print the sales quotation. The selection available will be based on the form printer settings. For more information on form printer settings, see Form printer settings. If Default printer is defined in the form printer settings, the printer defined at Default printer at System ➔ General ➔ User settings, under the Output tab, will be used.
Note: This field is enabled only if the Printer option is selected.
This is the e-mail address of the debtor who will receive the sales quotation. Depending on the selection in the E-mail field, the e-mail address can be that of the debtor, delivery debtor, or invoice debtor. By default, the e-mail address of the debtor selected at E-mail will be displayed, which is derived from the Quotations screen (go to CRM ➔ Entries ➔ Quotations, select the relevant sales quotation, and then click Open). However, you can type a new e-mail address here. If you want to send the delivery note to multiple e-mail addresses, insert a semicolon (;) between the e-mail addresses. This is mandatory.
Notes:
Type the subject of the e-mail. This information is mandatory. The debtor’s reference number, as defined in the sales quotation, is displayed below the Subject field.
Note: This field is enabled only if the E-mail option is selected.
Type the content of the e-mail.
Type or select a covering letter code to attach a covering letter with the e-mail. This is available only if PDF is selected at Store attachment as in the General section of Documents settings and the Use multiple layouts check box is not selected in the Fulfillment section of Order settings. For more information, see Overview of layouts.
Type or select a date to be printed on the sales quotation. By default, the current date is displayed.
This check box is not enabled for the printing of sales quotations.
Type or select a layout for the sales quotation. By default, the sales quotation layout displayed is based on the Quotations defined at System ➔ General ➔ Settings under Document settings in the CRM section. This is mandatory.
Note: This field is available only if you have not selected the Use multiple layouts check box at System ➔ General ➔ Settings under Order settings in the Fulfillment section.
Type or select a collective layout for the sales quotations. This is mandatory. You can define collective layouts for sales quotation at System ➔ Logistics ➔ Layouts ➔ Multiple layouts for delivery notes. For more information, see Overview of collective layouts for logistics.
Note: This field is available only if you have selected the Use multiple layouts check box at System ➔ General ➔ Settings under Order settings in the Fulfillment section.
Type the number of copies (between 1 and 99) of the sales quotation that you want to print. This is mandatory.
You can type additional information for the sales quotation in the Free text line 1, Free text line 2, and Free text line 3 boxes. These boxes are enabled if the Free text lines check box in the To be printed section is selected.
Select this check box to add remarks to the sales quotation. Once this check box is selected, the Free text lines 1, Free text lines 2, and Free text lines 3 boxes in the Options section will be enabled.
Select this check box to include items with the quantity of “0” in the sales quotation.
Select this check box for cash payment or any other entries that are not matched to any invoice or payment (payment for the sales quotation has not been made).
Note: If this check box is not selected, only the total payment amount for the sales quotation will be displayed.
Click this to view the sales quotation before printing.
Click this to print the sales quotation.
Click this to exit.