Smart quotation entry, an extension of the Work with sales quotations routine, gives you instant access to a wide range of information. It combines various items, order and inventory searches with booking functions for the information found. Any lines booked in Smart quotation entry are updated line-by-line in Work with sales quotations.
The different panels
Smart quotation entry consists of five panels (modes), which are easy to navigate through. They include:
| Panel | Description |
|---|---|
| Previous order | This panel allows you to view order line data from the customer’s previous order and perform line-selective or total order duplications. |
| History | This panel allows you to view the items that the customer has purchased within a specified period of time. You can then use these items for order line duplications. |
| Item search | This panel allows you to locate items, using search words derived from up to 25 different item fields, and order them or transfer the item code to another search function. |
| Assortment | This panel allows you to book quotations from pre-defined item lists with unique pricing and discounts. |
| Warehouse balance | This panel allows you to view order lines and book quotation lines from warehouse balances for items. You can also limit the search to only those warehouses that have a specified minimum quantity. |
Extra features
Via function keys you also have the ability to:
- Set up default values that will be used for all quotation lines created from that point on in the Smart quotation entry session.
- Change order details for the line. Changes are recorded internally and updated during the acceptance (booking) process.
- Toggle different information for each Smart quotation entry panel (mode).
Enquiries and printouts
- Quotation enquiry
- Warehouse balance enquiry to view the stock on hand for the warehouse from which the goods will be delivered.
- Quotation printout
Related topics
- Book quotation lines from previous orders
- Book quotation lines from historical data
- Search for items and book quotation lines
- Book quotation lines from an item assortment
- Book quotation lines from warehouse balances
- Set up default values for quotation lines in smart quotation entry
- Change quotation line details in smart quotation entry