Quote are used to calculate and track sales proposals or estimates for Customers. Quotes may be manually converted to Sales Invoices or other Transaction Types. Unlike other Transaction Types, Quotes allow the viewing of item costs, profit levels, and mark-downs. Quotes allow item discounts to be back-calculated by changing the Amount field. Creating and printing Quotes provides both Customers and the store with a record of the items and prices offered. It is recommended to include an expiration date on Quotes reflecting the date through which the offered prices will be honored.
The Quote Transaction Type may be disabled but cannot be renamed. Quotes may not be automatically converted to other Transaction Types but, by default, may be manually converted to any enabled Transaction Type with the exception of Archives. Payments may not be entered on Quotes. Because Quotes are intended to be used as nothing more than price proposals and do not represent actual or even pending transactions, by default Quotes do not update any data on Inventory or Customer database records. Quotes always uses the current date to calculate sales tax.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / ON / May be changed
Name / Quote / Permanent
Menu Name / &Quote / May be changed
Short Name / Quote / Permanent
Abbreviation / QTE / May be changed
Description / For prices quoted to a customer / May be changed
Next Number From / Quote / May be changed
Data File / KSTR####.DAT / May be changed
Save Payments To This File / OFF / May be changed
Directory / OFF / May be changed
GL Payment Posting / Non-Posting / May be changed
Hot Key / [Ctrl]+[Q] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty / May be changed
OnOrd/Ship / OFF - OnOrd Ship / May be changed
TotQ/TShip / OFF - TotQty TotShp / May be changed
List/MrkDn / ON - Mark-Down / May be changed
Cost Profit / ON - Profit / May be changed
Default Mode / List/Mark-Down / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / Not Available / N/A
Auto-Fill Shipped Qty On New Lines / OFF / May be changed
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Customer/Item History / May be changed
Disable Customer Display / OFF / May be changed
Customer History - Start Date / 0 / May be changed
Customer History - Show on Customer History Screen / ON / May be changed
Customer History - Warn if Existing Transaction / ON / May be changed
Customer History - Load Customer Line Item History / ON / May be changed
Customer History - Warn if Item on Existing Transaction / ON / May be changed
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / ON / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / ON / May be changed
Editable Tax / OFF / May be changed
On Account / OFF / May be changed
Payments / Not Available / N/A
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / ON / May be changed
Shipping / OFF / May be changed
Prompt for Payment / Not Available / N/A
Select Payment / Not Available / N/A
Edit Pay Date / Not Available / N/A
Confirm Totals / OFF / May be changed
Support Print Immediately / OFF / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / Not Available / N/A
Min Payment / Not Available / N/A
Don't Give Back Change / OFF / May be changed
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / OFF / May be changed
Qty Allocated / OFF / May be changed
Qty On Layaway / OFF / May be changed
Total Sold / OFF / May be changed
Last Sold / OFF / May be changed
Last Shipped / OFF / May be changed
Amount Due / OFF / May be changed
Total Purchased / OFF / May be changed
Last Purchase Date / OFF / May be changed
Back Order List / OFF / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Manual / Permanent
Convert To / Not Available / N/A
Prompt Before Converting / Not Available / N/A
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / Not Available / N/A
Copy Shipped Items to New Sale / Not Available / N/A
Print New Invoice Not Available / N/A
Delete Filled Line Items / Not Available / N/A
Delete Completed Transaction / Not Available / N/A
Archive To / Archives / May be changed
Reload Prices When Editing / OFF / May be changed
Reload Avg Cost When Editing / ON / May be changed
Use Current Date For Sales Tax / ON / May be changed
Rev Trans - Tax On Orig Date / OFF/ May be changed
Recalc Shipping When Editing / OFF / May be changed
Ignore Purge Immediately / OFF / May be changed
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / ON / Can be changed
Layaway / ON / Can be Changed
Sales Order / ON / Can be Changed
Quote / Not avaialble / N/A
On Hold / ON / Can be Changed
Rental / ON / Can be Changed
Gift Registry / ON / Can be Changed
Special Order / ON / Can be Changed
Service Order / ON / Can be Changed
Recurring Charges / ON / Can be Changed
Not Used / ON / Can be Changed
Archives / OFF / Can be Changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents