Setting Quotation Standard Terms & Conditions

Setting Quotation Standard Terms & Conditions

1.3.4.1 Setting Quotation Standard Terms & Conditions




Location

Action

Remark




Setup Activity>

Default Setting

Click SETUP activity

Click COMPANY DETAILS

Click DEFAULT SETTING module

Click EDIT

Default can act something like a template.

Every time you create a new Quotation all the settings here

will be copied over.


REFERENCE                                       Anything you type here will appear in new quotation that                                                                                   you create

SUBJECT

REFERENCE 1                                  Note that default settings can still be changed when                                                                                           you are isssuing the quotation.

REFERENCE 2

REFERENCE 3

To understand the uses of Reference 1-5 see page 93 - 6.2.1.3 

REFERENCE 4                                  What are those References & Comment for in Properties                                                                                    tab?

REFERENCE 5


TITLE

This is the title of the documents.

You may change it example, ORDER CONFIRMATION. It will

then appear as the Document’s title for the newly created document.


Note that this does not affect past issued quotations.


CONTRACT BY DEFAULT                 To understand their uses, see page 43 - 3.1.1.3                                                                                                      Understanding

APPROVED BY DEFAULT                  Contract, Approved, Close & Import to Invoice

CLOSE BY DEFAULT

IMPORT TO INVOICE BY DEFAULT


REMARK enter This Quotation is

Valid for 14 days only.

This remark will then appear at every new quotation you create.


Note that this does not affect past issued quotations.


CHECK SIMILAR REFERENCE          To understand the use see page 89 - 6.1.1.2 What                                                                                                is Check Similar Reference


Click SAVE

Close the module

This is to save your changes.




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