Register quote

In this procedure you can register quotes, and modify or delete existing quotes. You send quotes to customers with information about the prices and delivery times of parts/products, as a step before a customer order.

When updating/modifying a quote, you can change the status of it according to the customer's response, or turn the quote into a customer order (for the entire quote or for individual rows).

You can also copy a quote to a new “related” quote, e.g. if you wish to revise the quote or send a copy of it to another customer.

It is also possible to make pre-calculations of quote rows and attach the information to quotes.

For a quote you can create a document structure containing the quote document and external files (first page, agreement text, etc.) and a quote calculation, if any. You can also configure a default document structure per order type. This is done in the Order types procedure. The purpose is to make it easier to create professional and uniform quotes to send to customers directly from Monitor ERP.

By using Save as, you can copy a quote to a new quote. The function is the same as for customer orders.

Otherwise, the procedure is basically the same as the Register customer order procedure.

There are a number of system settings that affect the registration of quotes in different ways. Read more about these in the help function to System settings, under Order/Quote.

At the very bottom of the window you can see information about who created and most recently modified the information for the current record and at what time. Using the button you will access a log containing all modifications.