The bottom section of the Quote form (the footer) contains buttons, tabs and information about the dollar value of the quote.
The fields within the footer are described below.
Fields |
Purpose |
|---|---|
Sub Total |
Shows the stock total minus the tax component. |
Tax |
This field shows the tax component of the quote. |
Total |
Total of the quote including the tax component. |
The buttons within the footer are described below.
Button |
Purpose |
|---|---|
Once a quote has been accepted by a customer, you can automatically create a job from the quote information. The information from the quote will be added to the job including customer, date (the job is being entered), Item, quote number and stock. See |
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If you are adding multiple quotes that are very similar, use this option rather than recreating each individual quote. This feature allows you to create quotes with duplicate information on certain fields from similar quotes |
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Edit |
Puts the Quote form into edit mode. If already in edit mode, the buttons shown will be Save, Save & Close, and Cancel. |
Close |
Closes the quote form. |
below for more information.
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When a job is created from a quote, the quote number is brought forward to the job to indicate that the job was initiated from a quote. The original quote can be accessed from the job by selecting the ellipsis [...] in the Quote# field, in the Job header. |
The buttons within the footer are described below.
Footer Tab |
Explanation/Purpose |
|---|---|
Quote |
This tab will bring up the Comment grid and stock grid – where users record their relevant comments to the quote record, and record stock to be quoted to the customer. When opening any quote, this is the active tab. |
Cost |
This tab shows the expected costs of the stock you are quoting on. Stock cost and vendor information will be added to this quote automatically. See detailed topic on Cost Tab. |
Text |
Jim2 allows you to pre-define specific text, such as your company terms and conditions, to appear on every quote. This can be done through Tools > Options > Quote, accessed via the Jim2 menu. If you have set up default header and footer text in the Quote Options, that will be displayed here.
Users can also add personalised messages to a quote in the Text tab. This will allow consistent quoting procedures in your business. From this information, relevant quote reports can be provided to your customer. Quotes add vital statistical data to your Jim2 database to help manage your sales pipeline, forecasting and productivity. |
Linked Jobs |
This tab shows any job number created from this quote. |
Invoice Details |
This tab allows you to enter delivery details to be copied across to a job. |
Further information: