Documents setup - Quotes

Parent Previous Next

To set documents - Quotes:

1.On the Setup ribbon, select Documents setup, if the Documents setup screen is not already displayed.

2.Click on the Quotes tab, if it is not already displayed.

3.Enter or select the following options:

a)Next quote no. - It is recommended that the Quote number be prefixed (e.g. QU000001) to identify the document type.

b)Layout file - If you have a customised layout file, you may select the layout file. Otherwise, you may select one of the following layout files:

i)Print no stock codes - If you do not wish to print Stock codes on document layout files, you may select the following document layout files:

Quote (no codes)

Quote A4 (no codes)

Quote A4 Plain (no codes)

ii)Print stock codes (up to 10 Characters) - If you enter less than 10 characters in the Stock code field and less than 25 characters in the Stock description field, on Action → Stock items screens, you may select the following document layout files:

Quote (10 code)

Quote A4 (10 code)

Quote A4 Plain (10 code)

iii)Print stock codes (up to 15 Characters) - If you enter up to 15 characters in the Stock code field and up to 35 characters in the Stock description field, on Action → Stock items screens, you may select the following document layout files:

Quote (15 code)

Quote A4 (15 code)

Quote A4 Plain (15 code)

iv)Layout files No Tax - If you are not registered for Tax (VAT/GST/Sales Tax, you may select the following document layout files:

Quote No Tax (no codes)

Quote No Tax (15 code)

The Layout files set in the Documents setup, is a global setting. If you need to set a different layout file for a specific debtor (customer / client), you may select it on the Delivery address tab - Action Debtor.

You may also change the layout file when printing documents.

c)Layout file 2 - This field is optional. If a layout file is selected, the document will print twice using this layout file. If you have a customised layout file, you may select the layout file. Otherwise, you may select one of the layout files listed above.

d)Quote heading - This field is not used on the document layout files, but it is recommended that Quote should be displayed or entered.

e)Quote message - Enter a global message to be printed on all Quotes.

4.Click on the other tabs, if necessary. Once finished, click on the OK button to save your changes.

Created with the Personal Edition of HelpNDoc: Free iPhone documentation generator