Invoice Details Tab

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The Invoice Details tab displays information about the customer and ship details on the quote.

 

QteInvDetResidential

 

Tick if the address is residential. Assists freight companies in their deliveries.

 

Ticked signifies it is residential. Unticked signifies it is not residential. Solid black box indicates it is unknown.

 

Info

When selecting Ship Attn, the Phone and Email fields will be populated from that contact information on the cardfile. Ship Via is also populated from the cardfile.

 

Here is where shipping instructions on delivery notes can be entered.

 

All fields with the field dropdown arrow at the end of the field are editable.

 

Freight can be entered in the Freight field.

 

quoterec

 

If Rec is ticked in the stock grid of the quote, the freight will appear in the Recommended Items on the quote report.

 

quoterec1

If unticked, it will appear in the Optional Extras area on the quote report.

 

Further information

Quote Cost Tab

Quote Footer

Quote Text Tab

Quote Invoice Details Tab

Quote Linked Jobs Tab