SOP – Re-use A Quotation

Purpose:
Use this option to raise a repeat or similar quotation for the same or a different customer. You may need only amend the Quantity, Date or Price.

Preparation:
For first time use only: On the main menu click View > Parameters > Sales Order Processing – see Sales Order Processing Parameters – General Page.
Print a copy of the quote before making changes – see List Customer Quotes.

Processing:
On the main menu click Orders > Customers > Quotations > Re-Use Quotations to open form.
Select printer – see Printing Reports.
Either:
Click OK to open form – see Quote Selection form and select the required quote from the list of all open quotes displayed, or using the Account Number Combo Scroll & Search Box click on up and down arrows to scroll through list, and click OK or press Return when required selection is displayed, or: search for required quote. If customer is on Stop warning message box appears. Click OK to return to form – see Put a Customer on ‘Stop’.
Once the customer is selected click OK.
Sales Quotation Amendment form will now be displayed. This has the same format and content as the Sales Quotation Entry form.
Click OK to update records and print new quotation.

Filing:
Retain a copy of the amended quote.