We often get customers calling in for a quotation for a single item this can we completed via the Customer Price Enquiry but currently has no flexibilityto save as a quote. Would it be possible to add save as quote to this function?
Can quotations be automatically closed after a given period? I.e. the set amount of days that the quotation is valid for. (14, 28, 30 days, 1 month, 2 months etc. etc.)
Robert Brailsford
almost 10 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Quotation - Prospect Account to Cash Account, loss of address information
When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-en...
Guest
almost 10 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
When you go to &view quotation& you then select the prospect account setup (in my case CASH01) when you do a right click &find& and search bythe &name& you entered when entering the new quote entered for the prospect, match...
Guest
almost 10 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Current SOP settings only allows a single PROSPECT account. Customers want to be able to create quotations in multiple currencies - typically Euros and US Dollars - but you can only set up a single prospect account, usually in sterling. If an when...
Guest
over 8 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Could you add a notification in Price Enquiry and Order Entry forms that the price is a Special Price or a Price Break applies. At the moment there is no indication it is a special price. It just states no discount which can confuse an operator/cu...
Robert Brailsford
over 10 years ago
in Customer Price Enquiry
0
Idea Accepted - Gauging Support
Copying International Quotations to UK Company does not copy VAT CODE
When you copy a Quotation produced for an International Customer for a UK Customer, the VAT codes do not update. This has caused us to make mistakes in the past. However, when you copy a Quote originally created for a UK company, to an internation...
Guest
over 2 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
Just the opposite of a quotation for an order - but it comes with its own layout where you can specify the address where returns should be sent, an returns note number, and (within the lines of the quote) details of any restocking charges. Then yo...
Guest
over 2 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
