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Generate estimates, proposals or quotations from the
Quotations module. This module is linked to the Stock/Services, Prospect,
Jobs/Projects and Contacts modules. Details for a quotation can be entered
on a line by line basis or on a textual basis. Records can be duplicated,
amended, or turned into a job, sales order, sales invoice or a purchase
order with the click of a button. There are various reporting options on
the Options screen. Quotations can be printed or emailed (as a PDF) in any
currency.

Users can also link related documents for quotations or
estimates stored on a server or locally on the user's
computer.

On the Options screen you can
do the following:
Find... Quotations Estimates Proposals Outstanding
You
are not restricted to just finding records based on these buttons. On the
data entry screen, clicking the 'Find' button allows you to find records
based on any type of information.
Company
reports... Report by Company
Detailed Report by Company Summary Report by Area Detailed Report
by Area Summary
Product
reports... Report by Product
Detailed Report by Product Summary Report by Category
Detailed Report by Category Summary
For the current record Print
quotation/estimate Print label Create eMail Create fax Create
letter Create job Create job (and generate budget and assembly
details) Duplicate current quotation or estimate / create new
revision Create sales order (using current quotation or
estimate) Create sales invoice (using current quotation or
estimate) Create purchase order (using current quotation or
estimate)
For the found set of
records... Print mini list Print
labels
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