Table of Contents Quasar Commands Up: Sales Previous: Quote List Next: Invoice List

Customer Quote



Customer

The customer to whom the quote is being created.

Address

The address for the customer.

Quote No

Quasar automatically selects the next available quote number. The user may over ride the quote number and enter a different number. If the number entered is not unique and has been used before Quasar will display a warning message at the time of filing the quote.

Reference #

Enter a customer reference number if one is provided by the customer. For example, the customer may provide you with a purchase order number of a job number.

Type

Select either item or account. Select item if the sales quote will be used to sell or return items. Select account if the sales quote will reflect a direct charge or credit to a ledger account.

Invoice

When and if the quote is converted to an invoice, the invoice number is displayed.

Date

The quote date.

Ship Via

Enter the method of shipping the goods to the customer.

Terms

Enter the payment terms for this customer. An existing set of terms may be used or a new set of terms may be defined. Payment terms entered in the customer master screen will appear here by default. (More)

Expire Date

The date the goods were promised to be available and/or to be delivered to the customer.

Salesperson

The card id of the employee or salesperson creating the quote.

Store

Select or change the default store. If a store has been defined for the user, then the user's store will display by default. If no store has been defined for the user, then the default store specified in the "Quasar Configuration" will be displayed.

Item Entry Table



Use this section to enter items on the customer quote.

Totals


The totals folder displays the various totals for the customer quote:

Comments


Any comments relevant to the invoice. All comments will be printed on the hard copy of the customer quote.

Taxes


Quasar display a breakdown of the individual taxes.

Ship To


Where products are shipped to a card or address other than the customers address the ship to address can be entered here. The ship to address is printed on the hard copy of the customer invoice.

Item Info


The item info folder displays specific information about an individual item(line) in the invoice. The information displayed will pertain to the line in which the cursor is placed. Line discounts are taken using the item info folder.

Discounts


The discounts folder is used to define transaction discounts.

Voided?

Toggle on or off. Toggle off to void the invoice. Toggle on to re-set the invoice to non-voided.

Print

Click on the print button to print a hard copy of the customer invoice.

Invoice

Click on the "Invoice" button to create a customer invoice. The act of creating a customer invoice sets the quote to an inactive state.

Stock

Click on the "Stock" button to review the stock status of the item in the line in which you are working



Table of Contents Quasar Commands Up: Sales Previous: Quote List Next: Invoice List