Add Stock to a Quote |
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1.Select the stock grid by either: ▪Pressing the F4 function key, or ▪Clicking in the Stock Code field. 2.To add stock to a quote, move to the Stock Code field and select stock in one of the following ways: •Click the Stock Code ellipsis [...] which then brings up the stock lookup screen. In this lookup also view the quantities. •Start to enter the stock code. Jim2 intuitive type will begin to pre-empt the choice of stock codes from its database as information is entered. •Scan the stock barcode to automatically add the correct stock code.
Once the stock has been selected, the Description will be defaulted to that field automatically. Select a vendor for that stock, or it will automatically populate from the Cost tab if entered there.
Tab to the end of the line, then use Enter to go down to the next line. To add a stock line above another stock line, select the line then press Insert on the keyboard – this will insert a new line directly above the line selected. The stock lines can also easily be reordered:
Select the unit measure of the stock being sold and enter the quantity required for the quote. The prices will default to those set up for that price level or customer – edit the prices at this point.
Within the stock grid, search all columns and rows by pressing Ctrl+S. This will bring up the Locate value screen, where select which field to search by entering the text to search for in the Value field.
Copying/moving/merging stock from other jobs, quotes or project templates is also possible.
How to Create a Quote from a Previous or Similar Quote Create a Template for Recurring Quotes |