thankQ Help

When a Quote is created the date will default to today’s date and the Stage will be at Preparing

1.Click Quotes under the Merchandise Modules

2.Click New on the Tool Bar

3.Enter or Select the Quote Date if different from today’s date

4.Select the Priority of the Quote

5.Click the Pick List beside Enquiry and select the Enquiry if the quote was because of an enquiry

6.Enter a Description

7.Click the Pick List beside Organisation Serial No. and select the organisation receiving the quote

8.Click the Pick List beside Contact Serial No. and select the contact receiving the quote

9.Select the Quote Type from the Drop down

10.Select the Category from the Drop down

11.Select a Price Level from Drop down if applicable

12.Select Sourcecode from Pick List

13.Select a Likely Factor from the drop down (how likely do you think this quote will become an order)

14.Enter or select a Likely Date if known

15.Click into the tick box beside GST Exempt if there is no GST to be charged

Note: The total Value and GST will automatically populate once you have clicked OK to save

16.Select a Stage and Status if different from the default.

As the Quote moves through the different stages you can edit the quote to change these and any Likely Factor percentage and/or Likely Date information.