Quote Detail Export
A new addition to the Quote system is the ability to export Quote details from ACR. Found by navigating to Sales > Quotes > Tasks > Quote Detail Export the Continue ReadingQuote Detail Export
Tag Archives: Quote
Raise Invoice Quote – Set Delivery Intructions
When raising an Invoice Quote, the ability to set Delivery Instructions has now been made available within the system. Note: The Ship quantity field is now disabled when raising an Continue ReadingRaise Invoice Quote – Set Delivery Intructions
Debtor Configuration
A change has been made to the Debtor Configurations screen. A new button has been created called ‘Message’ that when selected will open a ‘Debtor Message Parameters’ screen. The ‘Invoice Continue ReadingDebtor Configuration
Quotes Configuration – Additional Fields
Two new fields have been added to the Quotes Configuration screen. These fields set the order in which products will display on a printed quote. The fields are: Invoice Sequence Continue ReadingQuotes Configuration – Additional Fields
Mail Order Configuration – Removed Fields
A number of fields relating to quotes have been removed from the Mail Order configuration screen. These fields are now contained in the Quotes Configuration screen. The fields Continue ReadingMail Order Configuration – Removed Fields
Invoice Configuration – Removed Fields
A number of fields relating to quotes have been removed from the Invoice configuration screen. These fields are now contained in the Quotes Configuration screen. The fields that have been Continue ReadingInvoice Configuration – Removed Fields
Mail Order Quote Maintenance
The Mail Order Quote Maintenance screen has been removed. It has been replaced with a new Quote Maintenance screen under the Quotes heading.
Quote Maintenance – Invoicing
The Invoice Quote Maintenance screen has been removed. It has been replaced with a new Quote Maintenance screen under the Quotes heading.
Quote Templates
Users now have the ability to create Quote ‘Templates’. These can be recreated multiple times, for example, wanting to create mostly the same quote with a few differences for each Continue ReadingQuote Templates
Quote Completion
Upon completion of a Quote from any Front End System, a new Quote Completion screen will appear. A Quote can be completed as a standard quote or as a template Continue ReadingQuote Completion