Exact Globe+

Overview of sales quotations

Menu paths

CRM > Entries > Quotations
Click Quotations (Exact Globe Next) under the Monitor section on the item card in Exact Synergy Enterprise.

Introduction

In Exact Globe Next, you can create or edit sales quotations under E-CRM. Sales quotations are created when customers want to know about the prices of certain items. In this screen, all the created sales quotations are displayed. From this overview, you can:

create sales quotations
view and/or edit existing sales quotations
delete the selected sales quotation
create or edit notes for the selected sales quotation
view and/or add attachments to the selected sales quotation
view the graph of the selected sales quotation
view the financial information of the selected sales quotation such as the margin, credit line, and other information
view the debtor card of the customer, or
view the log based on the changes made to the selected sales quotation.

Fields

You can filter the sales quotations that you want to display by entering your search criteria and clicking Search. The sales quotations that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at Quotation, Ordered by, and other fields. From the list, make your selection and click Select.

Note: It is possible that not all the columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Search

Click this to search for entries based on the defined criteria.

Clear

Click this to clear the defined criteria.

Number of rows

Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Click this to return to the previous list of results.

Click this to display the next list of results.

Warehouse

Select the warehouse of the sales quotations that you want to display. You can also select All to search for sales quotations linked to any warehouse.

Note: This box is available only if E-Warehouse Management is in your license.

Quotation date

Type or select the date or date range in which the sales quotations were created to search for sales quotations with the selected date. Select the All check box to search for sales quotations created on any date. By default, five days before the current date and the current date is displayed. For example, if today is “25/04/20”, then “20/04/20” will be displayed as the start date and “25/04/20” will be displayed as the end date.

Note: Typing or selecting only the start date will display sales quotations that were created on or after the selected date. Typing or selecting only the end date will display sales quotations that were created on and before the selected date.

Quotation

Type or select the sales quotation number to search for sales quotations with the selected number.

Ordered by

Type or select the ID or name of the debtor who requested for the sales quotation to search for sales quotations requested for by the selected debtor.

Advanced/Simple

Click Advanced to expand the search criteria. You will see Delivery to, Your ref., and Selection code boxes.

Click Simple to hide the search criteria.

Delivery to

Type or select the ID or name of the debtor who will be receiving the items to search for sales quotations with items that will be delivered to the selected debtor.

Your ref.

Type the reference number of the debtor to search for sales quotations with the matching reference number.

Selection code

Type or select the selection code of the sales quotation to search for sales quotations with the selected selection code.

Buttons

Note

Click this to type a new note or to view the notes that are recorded for the sales quotation. For more information, see Creating and maintaining notes.