Overview

This form is utilised to locate and select a specific quotation for use as the basis of a new agreement by way of a number of alternative selection criteria methods.

There are seven selection criteria fields that may be used individually or in conjunction with each other in order to locate the required quotation(s).

Quote: If known, the Quote Number (omitting any leading zeros) is entered directly into this field and the icon selected. The Quotations form, displaying the required quotation, is then displayed in the normal way.

Customer: Clicking-on the button to the right of the Customer field enables the selection of a specific company (by way of the Customer WordSearch facility) for which quotations can be displayed. This is particularly useful in conjunction with other selection criteria fields.

Status: Clicking the button for this field produces a drop-down list displaying the various quotation statuses:

Quoted (Live

Accepted

Clicking on the required option enters the appropriate status into the dialogue box. A search is performed on these criteria. e.g. If A is entered the system displays all "Accepted" quotations.

Between Dates: There are two fields available here so that a range of dates - "From" and "To" - can be entered for the quotation selection criteria.

A date range is entered which ensures that the system searches for all quotations created on and between the "From" and "To" dates.

By clicking-on the button to the right of either of the date fields a monthly diary form is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary form. A double-click on the appropriate day of the month enters this date into the appropriate date field. Tab or click with the mouse to move to the "To" date field.

Today's Quotes: Clicking in this Check Box, and ticking this option, displays all of the quotes produced on the current day. Clicking again deselects the option.

My Quotes: Clicking in this Check Box, and ticking this option, displays all of the quotesproduced by the user who is currently logged-in. Clicking again deselects the option.

Tip: The Search command button is used to locate all quotation records that comply with the selection criteria that is entered.

Selection Display

Once the required selection criteria is entered, the Selection Display section of the form displays all quotations meeting the selected criteria and provides the following data:

Quote: The unique quotation number e.g. 0001983

Date: The date on which the quotation is created.

Customer: Displays both the target contact name and the name of the customer for whom the quotation is generated.

Quote Ref.: If an existing quotation is amended then a new quotation number is generated. However, each successive edited quotation will retain the same unique Quote Ref number. This unique Quote Ref is displayed here.

Status: The current status of the quotation e.g. A for Accepted.

If the List Box contains more quotations than the box can display, the form presents a Scroll Bar which is operated in a number of ways:

• Holding down the up/down arrows controls movement up and down the List Box

• Positioning the mouse pointer over the Scroll Box, hold down the left mouse button, and move the mouse. The mouse pointer moves, dragging the Scroll Box. Move the Scroll Box to the desired location and release the left mouse button.

• Position the mouse pointer over the Scroll Bar. Single-click with the mouse, above or below the Scroll Box depending upon the intended direction, as many times as is required to move the Scroll Box up or down to the desired location.