Exact Globe+

CRM section

Menu path

System ➔ General ➔ Settings ➔ Document settings

Introduction

All the document layouts under the various sections at the menu path stated have different sets of blocks. The details of the block that is available under the CRM section will be explained in this document. For more information, see Maintaining layouts: Explanation on blocks.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

Quotations

• Address block
  This block consists of the address of your company and the address of the customer.

• Header block
  This block consists of fields which you can use to enter data on the header section of the quotation. This data could be the quotation number, quotation date, expiry date, delivery method, and payment condition.

• Item block
  This block consists of data in a table about the items such as the item code, item description, quantity, and price.

• Text line block
  This block consists of fields which can be used to enter data in the quotation when the item block is not used. The data could be a text line printed on the quotation.

• Total block
  This block consists of data on the total amount of the quotation such as the total value and total quantity.

• Trial delivery note block
  This block consists of fields or text which are printed on the trial delivery note.

• Carry forward block
  If a quotation is made up of multiple pages, data about the total amount of each page which is classified under this block can be printed below the page as a carry forward amount.

• Giro collection block
  Data about Giro collection like the due date, total amount, debtor number, invoice number, debtor’s account number, and address will be classified under this block.

• Trial confirmation block
  This block consists of fields or text which are printed on the trial confirmation layout.

• Free text block
  This block consists of free text lines that you can insert to the quotation layout to type additional text on the layout as remarks.

• Continuation block
  If a quotation is made up of multiple pages, data about the total quotation amount of each page which is classified under this block can be printed on top of the subsequent page as a continuation.

• Extra charges
  This block consists of data on extra charges or extra discounts in the quotation.

• Payment term header
  This block consists of fields which you can use to enter general data about the payment term such as the bank account number.

• Payment term
  This block consists of data on the payment condition such as the payment periods and settlement discounts.

• Serial/batch item
  This block consists of data on the item type; whether it is a serial item or a batch item as well as the serial or batch number of the items.

Related document

• Maintaining layouts: Explanation on block