Quotation line details can be changed for any line in any Smart quotation entry mode. You would use this function to change some details for the quotation line you want to book. To exemplify this procedure, the details that can be changed for a quotation line are described for Previous order mode.
- Select the Work with sales quotations menu item and go to the Quotation line entry panel.
- On the Quotation line entry panel, click the Smart entry function key.
- You access Smart quotation entry, Prev order. Mark the line for which you want to change the details and click Det.
- You access the order line details. The following fields can be changed:
- Whs
- Quantity
- Unit
- Disp
- Eng
- If this is a Service quotation line, enter the engineer code which connects this item and labour to the specified engineer.
- Req
- FOC
- Set to YES if this quotation line will be delivered free-of-charge.
- Price
- The sales price for the line. This must be entered if you enter data in the Disc amount or Disc % fields.
- Disc ID
- Enter the discount ID. This field is mandatory if either the Disc amount or Disc % are used.
- Disc amount
- The discount amount, per unit, that will be allowed on the quotation line.
- Disc %
- The discount percentage to be allowed on the quotation line.
- Gross margin
- Displays the gross margin with the existing price. You can change the margin and the price will change accordingly.
Click OK.
Related topics
- About smart quotation entry
- Book quotation lines from previous orders
- Book quotation lines from historical data
- Search for items and book quotation lines
- Book quotation lines from an item assortment
- Book quotation lines from warehouse balances
- Set up default values for quotation lines in smart quotation entry