Quote details are edited on the Full Quote View form.

 

The form is automatically opened when a new quote is created. The details for an existing quote can be edited either by double-clicking the quote in the Quotes tab or selecting the quote and pressing the Open button.

 

fullquoteview

 

The form contains a number of fields for editing.

 

Field

Description

Number

This is the quote number.

 

SliQ automatically chooses a new quote number when creating a new quote but the number can be edited if necessary.

Terms

These are the terms for the quote. The default terms are "Valid for 30 days". The terms for the quote can be changed to a different value if desired.

Date

When a quote is created, this field is set to the current date but the date can be changed if desired.

SalesPerson

This field can be used to enter the name of the sales person issuing the quote. Using the dropdown on the right of the field allows easy selection of existing sales person names.

 

To edit or delete the names of existing sales people, see Editing Lists. Note that editing a list will not affect the values already entered into invoices or quotes.

 

See also Adding SalesPerson to a Template.

Choose Customer

This field allows a new customer name to be entered or the name of an existing customer to be selected from a dropdown list.

 

See Selecting a customer for more information.

Invoice Address

This is the address to which the quote is to be posted.

Delivery Address

This is the address to which the items on the quote are to be delivered. If this field is blank or the Use Delivery Address box is unchecked, the address will not be included on the printed quote.

Customer Message

This tab allows a message for the customer to be entered. If the message is not blank, it will be printed on the quote.

Items

These are the quote items.

 

See Inserting a new item and Deleting an item for more information.

Notes

The contents of this field are NOT printed on the quote.

 

The field allows notes to be entered for the quote, e.g. recording conversations with the customer. The notes can be viewed on the Quotes tab when the quote is selected.

 

The toolbar contains a number of options:

 

Field

Description

VAT Inclusive Prices (or Tax Inclusive Prices)

Checking this box makes the invoice treat prices as tax (or VAT) inclusive. Without this box checked, SliQ will add VAT or tax to the prices you enter into the Each field.

 

Note: You can change this option on an invoice by invoice basis or set the global option to include or exclude tax from prices - see Business Details for more information.

Print Quantity & Each

If this box is checked, SliQ will include quantity and each columns on printouts and emails, i.e. SliQ will print a product invoice. If the box is unchecked, SliQ will output a service invoice.

 

Note: You can change this option on an invoice by invoice basis or set a global option.See Showing Quantity & Each columns for more information.

Show Units

Check this box if you want to include a units column on the invoice.

 

Note: You can change this option on an invoice by invoice basis or set a global option.See Showing Units column for more information.

 

See Also

 

Quotes