Quotations - How to Create

This topic covers some of the standard transactions found in BOSEnterprise.

Quotations

In this model, you are able to Add Items which updates a Description. The Items and Services that are added can be customised by the user. The Description is also customisable by the user.

1. Actions - If Actions are set up for this Transaction Type, then these will appear here as a drop down, with additional functionality that is user-limited.

2. Customer data filter - This is where you enter the Customer's details, delivery options, payment Terms, etc. If these are setup on a Customer level, the defaults will auto-populate.

3. Items - This allows you to search / add Items by quantity. Selecting an Item Category will limit the selection of individual items available in the Items field.

4. Est - When Transactions use Estimates, a separate Est button appears next to the Add button. Clicking the button adds a standard Estimate. When Estimate Types are used (Estimate Types must now be linked to Transaction Types in order for them to appear in a Transactions Est. Menu. This allows you to create different Estimate Types for different Transaction Types.See Transaction Types Setup), a drop-down menu will open from you can select an Estimate Type.

5. Quotation grid - This shows the Items that have been added, with their description, price, quantity, measurements, markups and totals